Our Founders & Experience

Built by tax professionals, for tax professionals. R&A Pro-Tax Software Solutions is led by Mason H. Ross Jr., Owner, Founder, President & CEO, and Daisy Le Ross, Co-Founder, Co-Owner, Vice President & CFO—tax professionals and trainers who understand the work behind a successful tax office. Mason brings 25-plus years of experience, and Daisy brings five-plus years of experience serving clients and helping businesses move forward.

Daisy Le Ross also serves as an Instructor & Onboarding Specialist, helping tax professionals understand their software, complete onboarding, and build confidence through practical training.

Year-Round Support & Continued Learning

We serve our clients year-round, 365 days a year. We stay current through continuing education and live training seminars with the IRS, Fast Forward Academy, and the National Association of Tax Professionals (NATP). From October through January, our continued learning helps us prepare for the coming tax season and bring that knowledge into our work.

Education at the Heart of Our Work

“We are tax professionals. We get paid to educate our tax clients—not simply to prepare their taxes.” — Mason H. Ross Jr.

We help clients understand their tax situations and fellow tax professionals understand their tools. We know how it feels to receive software without the guidance needed to use it confidently. That experience shapes the support we provide.

Software, Training & Practical Resources

Our professional tax software is supported by guided onboarding, software training modules and videos, PTIN and EFIN application assistance, and practical resources such as custom branded documents, tax intake forms, and checklists. We help you connect the pieces so you can move forward with a clearer understanding of your business.

Connected From Anywhere

TaxesToGo® mobile access gives clients a convenient way to share information, upload documents, and connect with their tax professional from home, the office, or on the go. For clients balancing family responsibilities, busy workdays, or overtime, mobile tools can reduce trips to the office and make it easier to stay connected.

Our Purpose

Bring professional tools and personal guidance together to help tax professionals build strong businesses and lasting client relationships. Book a discovery call to meet our team, share your goals, and explore the next step for your tax business.