Business Details
Trusted Accounting & Tax Services in Lubbock, TX
Mason Warner is a Lubbock, Texas-based accounting firm serving clients across the South Plains, West Texas, and neighboring states of New Mexico and Oklahoma. With over four decades of experience, we combine the technical expertise of a large firm with the personalized attention of a small practice. Our team of certified professionals specializes in tax preparation, accounting, business valuations, Medicaid cost reporting, and consulting services tailored to diverse industries including healthcare, agriculture, oil and gas, and small businesses.We prioritize long-term client relationships, offering responsive service and deep local market knowledge. Our shareholders hold advanced certifications and degrees, ensuring clients receive technically rigorous solutions aligned with their unique financial goals. We maintain rigorous compliance standards and emphasize proactive communication to deliver reliable, client-focused outcomes.
Services
Tax Preparation
Accounting
Business Valuation
Medicaid Cost Report Consulting
Bookkeeping
Highlights and features
- Over 40 years of combined experience in accounting and tax services
- Certified professionals with specialized industry knowledge
- Proven track record serving diverse sectors including healthcare and energy
- Accredited business valuation specialists on staff
- Deep understanding of regional regulatory environments
Associations and certifications
- CPA
- ABV
- QuickBooks ProAdvisor
What people say
Responsive, dependable, knowledgeable
Quick to respond
Completed well in advance
Enjoy working relationship
Trustworthy staff
Services
Tax Preparation
Our tax preparation services cover federal and state compliance for individuals and businesses. We specialize in complex returns for oil and gas, healthcare, and agricultural sectors. Our team provides strategic tax planning to minimize liabilities while ensuring regulatory compliance. Clients benefit from our expertise in Medicaid cost reporting and business succession tax planning.
Accounting
We offer full-cycle accounting services including financial statement preparation, payroll processing, and QuickBooks optimization. Our team provides compilation and review services with emphasis on accuracy and timely delivery. Specialized expertise in fixed asset tracking and month-end closing procedures supports business decision-making needs.
Business Valuation
Our ABV-certified professionals deliver accurate business valuations for mergers, litigation, and estate planning. Services include purchase price allocation, asset impairment testing, and intellectual property valuation. We provide expert testimony and support for legal proceedings involving business dissolution or economic damages.
Medicaid Cost Report Consulting
We specialize in Medicaid cost report compliance for skilled nursing and assisted living facilities. Our services include rate enhancement analysis, appeal assistance, and regulatory planning. Expertise covers ICF/MR, HCS, and Texas Home Living waiver programs with focus on maximizing reimbursement while maintaining compliance.
Bookkeeping
Our bookkeeping services include general ledger maintenance, accounts receivable/payable management, and financial statement preparation. We offer monthly, quarterly, or annual support with QuickBooks setup and optimization. Certified ProAdvisors ensure accurate financial tracking for small to mid-sized businesses.
People
Mark W. Dickson
Shareholder
CPA with 40+ years experience in oil & gas taxation and small business accounting. Texas Tech graduate since 1979, specializes in Medicaid cost reports and litigation support. Active in firm leadership since 1991.
Barbara Gilliam
Managing Shareholder
CPA managing shareholder with expertise in retirement benefit compliance and healthcare taxation. Joined firm in 1998 after Dallas practice experience. Leads firm operations as President since 2015.
Greg Moore
Shareholder
Texas Tech graduate since 1976 with specialization in corporate taxation and financial reporting. Shareholder since 1991, serves healthcare providers and manufacturing clients. Oversees firm's financial statement practices.
J. Tait Crow
Shareholder
CPA shareholder since 2012 with focus on farm/ranch taxation and nonprofit organizations. Expertise in cutting horse industry accounting. Provides tax planning solutions for small businesses and individuals.
Will D. Sanders
Shareholder
CPA shareholder since 2020 with expertise in Medicaid cost reporting and farming/ranching taxation. Active in TXCPA leadership. Provides consulting services for trust and not-for-profit tax compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including financial statements, payroll processing, QuickBooks optimization, and month-end closing support tailored to small business needs.
Do you specialize in any particular industries?
Yes, we specialize in healthcare, oil and gas, agriculture, manufacturing, and nonprofit sectors with customized compliance and tax planning solutions.
How do you handle Medicaid cost reporting requirements?
Our team provides Medicaid cost report compliance, rate enhancement analysis, and appeal assistance for skilled nursing and assisted living facilities.
What business valuation credentials do you hold?
We have Accredited in Business Valuation (ABV) specialists who provide expert valuations for mergers, litigation, and estate planning purposes.
Are you available for urgent tax matters?
We prioritize timely communication but do not offer 24/7 emergency services. Contact us during regular business hours for urgent needs.
