MAS LLC

09/04/2026

Our offices will be closed Monday in observance of Labor Day.

Labor Day was created to recognize the contributions American workers have made to our communities, our economy, and the places we call home.

At Marschall Accounting Services, we know that behind every business, organization, and community are people whose hard work keeps things moving forward. We’re proud to work alongside the individuals and businesses whose efforts contribute to our communities every day.

This Labor Day, we celebrate the people behind the progress.

09/03/2026

As our companies continue to expand, I am always looking to build our local Fredericksburg professional bench. I recently had the opportunity to spend time with Chris Vomund and learn more about his State Farm practice.

I had absolutely no idea how extensive State Farm’s investment services were! Beyond insurance, their offerings include investment advisory services, brokerage mutual funds, 529 plans, annuities, and a range of small-business retirement plans, including 401(k)s, SIMPLE and SEP IRAs, and profit-sharing plans.

And here is my continuing plea to my business clients: please adequately insure the business you are working so hard to build. Review your General Liability, professional liability/E&O, umbrella, and industry-specific coverage regularly. As your revenue, employees, clients, contracts, and assets grow, your risk grows too. An LLC or corporation is not a substitute for proper insurance coverage.

It was great getting to know Chris and adding another local professional to our bench. And a big thank you to the Fredericksburg Regional Chamber of Commerce for continuing to bring so many local professionals and business owners together. These relationships and connections are one of the best parts of being involved in our local business community.

Fredericksburg Regional Chamber of Commerce

09/01/2026

Seven years ago, I opened The Green Mission Inc, followed shortly thereafter by Probity Appraisal Group and then GM-ESG. And of course MAS LLC 26 years ago.

The best hiring decision I ever made was Jennie Lumpkin, who is now our CRO.

I run my companies differently than most. There is no talk of "market domination." We have no ad or marketing spend. We hire who we need and make sure they understand our work policies: no set hours, no vacation or sick days to count. You work when you can, around your personal and family schedule, and you just get things done. Health insurance is 100% paid by the company, because I like team members to be healthy and happy.

We do the work that comes to us and make sure it is done extremely thoroughly, quickly, and efficiently. The client who pays us $1,000 is treated exactly as well as the one paying us $10,000.

We have no mission statement or vision beyond this: study the tax code and appraisal research in excruciating detail, deliver top-notch services and deliverables to our clients, and get it done quickly, efficiently, and with seamless communication. That has been the recipe for organic growth. TGMI and Probity now produce 700 to 1,000 IRS Qualified Appraisals a year, GM-ESG has taken on significant corporate projects, and MAS LLC has grown to over 400 clients, all of whom we know by name and with whom I exercise unhealthy boundaries, like texting them tax advice at 1 a.m.

But the beauty of being a business owner is that I can shelve the corporate speak, decide the whole advertising and marketing game is not for me, and have a heck of a lot of fun in the process alongside leaders like Jennie, who shares my entire strategy: "Just get it done right and quickly."

And it is no coincidence that Jennie and I are both women >50. It is my opinion that women in the tax field are bestowed with superpowers at the age of 50 coupled with a removal of all filters and 100% loss of ability to deal with nonsense.

08/31/2026

MAS LLC was proud to be a sponsor of a wonderful community event hosted by The Knowledge Exchange! 💙

The Knowledge Exchange is a Fredericksburg-based nonprofit working to make education more accessible through affordable tutoring, enrichment programs, internships, social-emotional learning, and other community-based learning opportunities for children and adults. Their mission centers on empowering individuals through holistic, evidence-based education and lifelong learning.

We were thrilled to meet their team recently at the Stafford Education Foundation’s annual Mental Health 5K and even happier to support the work they are doing in our community.

One of my favorite parts of events like this is discovering the extraordinary people and small organizations doing meaningful work right here in our region. We met the talented Amber Weeks of Lil’ Bits of Whimsy and the team from Resilience Counseling & Social Skills Center, which provides counseling, psychotherapy, psychological testing, psychiatry, and other mental health services for children, teens, and adults. Learn more about Resilience Counseling

We also connected with Love Thy Neighbor, an incredible King George community food pantry that has been serving neighbors since 2012. Their shopper’s-choice pantry provides free groceries, fresh foods, hygiene products, and other essentials to families and individuals experiencing food insecurity.

And then I discovered Ms. P's Kiddie Kab, which is quite literally the company I needed when all five of my kids were little! 😂 They provide safe, reliable transportation for children to and from school, after-school activities, sports, tutoring, appointments, camps, and more. For busy working parents trying to figure out how one human being can simultaneously get multiple children to multiple places, this is brilliant. Ms. P's Kiddie Kab

And, of course, MAS LLC had another team member representing us: Frankie. 🐾 Frankie attended because he is trained to serve as an Emotional Support Animal for our clients and colleagues. Mental health and emotional well-being matter in professional environments too, and Frankie takes his responsibilities very seriously, although his networking technique tends to involve considerably more petting than exchanging business cards.

We are proud to support organizations like The Knowledge Exchange and grateful for opportunities that bring together educators, mental health professionals, nonprofits, entrepreneurs, families, and community partners who are each finding their own way to make our region stronger. ❤️

The Knowledge Exchange Inc. Jessica Irving Marschall

08/31/2026

The charitable giving landscape changed significantly in 2026, and both donors and nonprofit organizations should understand the new rules before year-end planning begins.

In our latest article, I break down how the One Big Beautiful Bill Act reshapes charitable giving, including:

• A new charitable deduction of up to $1,000 for single filers and $2,000 for married couples filing jointly who do not itemize
• A new 0.5% AGI floor for itemized charitable deductions
• A reduced marginal tax benefit for certain itemized deductions for taxpayers in the 37% bracket
• A new 1% taxable-income floor for corporate charitable deductions
• Continued planning opportunities involving appreciated property, Qualified Charitable Distributions, and significant noncash gifts
• The substantiation and qualified-appraisal requirements that become particularly important when donating art, antiques, furnishings, salvaged building materials, and other noncash property

The article also looks ahead to 2027, when the new federal Scholarship Granting Organization tax credit becomes effective. Eligible taxpayers may receive a federal income tax credit of up to $1,700 annually for qualifying contributions to approved scholarship granting organizations in participating states. Unlike a charitable deduction, this is a direct credit against federal income tax liability, making it an important development for both donors and education-focused nonprofits to begin evaluating now.

For donors, the larger message is that timing, structure, and substantiation matter more in 2026. Bunching charitable gifts, evaluating appreciated-property contributions, and coordinating charitable planning with the new deduction limitations can materially affect the tax result.

For nonprofits, these changes create opportunities as well. Millions of taxpayers who take the standard deduction once again have a federal charitable giving incentive, while corporate and major-donor strategies are changing under the new floors and limitations.

At The Green Mission Inc., we see these rules through the intersection of taxation, charitable giving, qualified appraisal, deconstruction, and sustainability. The objective is not simply to identify a deduction. It is to structure and document charitable contributions correctly so that donors can maximize both their philanthropic impact and the tax benefits Congress intended.

📖 Read the full analysis:
Charitable Giving in 2026: How the One Big Beautiful Bill Act Reshapes the Rules for Donors

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, in my opinion represents the most consequential restructuring of the federal charitable deduction in a generation.

08/30/2026

Great Work Frankie! 🐾

Frankie recently graduated from his beginning emotional support training program, and he is already making an impression. Whether he is greeting clients or charming everyone he meets at local community events, Frankie brings warmth and joy wherever he goes.

Why does an emotional support animal belong in the workplace? Studies show that interacting with animals lowers cortisol, the body’s primary stress hormone, while releasing oxytocin, which promotes calm and connection. The documented benefits include:

✅ Reduced stress levels and lower blood pressure
✅ Improved mental health and emotional resilience
✅ Enhanced social connections among colleagues
✅ Stabilized mood through consistent, positive interaction
✅ Better sleep quality and even boosted immune function

In demanding professional environments, where deadlines, complex client matters, and high-stakes work are the norm, a friendly face and a wagging tail can make a genuine difference in team wellbeing and workplace culture.

At our firms, we believe that prioritizing emotional health alongside professional excellence makes us better advisors, better CPAs, better appraisers, and better colleagues.

Frankie is a daily reminder of that commitment.

Stop by and say hello if you see us at an upcoming local event. Frankie loves meeting new people, and we love introducing him!

📖 Learn more about the benefits of emotional support animals: https://aihcp.net/2024/09/04/9-key-benefits-of-emotional-support-animals-for-healthcare-professionals/

08/27/2026

Great afternoon in Richmond with the Virginia Society of CPAs Women’s Collective.

The sessions were excellent: “Speak With Authority: Authentic Voice & Executive Presence” with Michelle Mercurio; “When the Ground Shifts: Finding Clarity, Courage & Choice in Career Transition” with Friderike Butler; and “Building Influence Through Communication and Trust: The Missing Piece of Client Relationships, Collaboration and Leadership” with Sandee Byrd.

An added bonus was making a brilliant new CPA friend, Melody Peace of Rappahannock Electric Cooperative, who recently moved to the Fredericksburg area after years of experience in Chattanooga with the Tennessee Valley Authority. So happy the universe dropped her at our table along with my other new friend Gail Jensen, Kendra Morgan, Monish Banga, and Megan King.

I also brought my daughter, Caroline Marschall, who is finishing her M.S. in Accounting at William & Mary and plans to build her career working throughout our companies. I told her this was an opportunity to see how “normal” CPAs act and work.

I took in all of the excellent work/life guidance. I will also continue doing things my own way, Self care is another 2L of Diet Coke and a peaceful 12-hour stretch working through some exciting component of the U.S. Internal Revenue Code. 📚 Some people relax differently.

Thank you to Michelle Mercurio, Friderike Butler, Sandee Byrd, and the Virginia Society of CPAs for a great event and for continuing to create spaces where women in the profession can learn from one another, build relationships, and talk candidly about leadership and career development.

VSCPA Women’s Collective Jessica Irving Marschall

08/26/2026

A huge thank you to Marschall Accounting Services LLC for joining us as an Experience Sponsor for the Last PIES of Summer Festival! 🥧✨

Their sponsorship is helping us make more of the festival accessible to families by allowing attendees to participate in our Paint a Pie in a Windowsill and Dungeons & Dragons: Choose Your Adventure 🎲🐉 | 1-Hour & 3-Hour Experiences 🎨🐉🎲

We’re incredibly grateful for community partners who help us create opportunities for young people and families to learn, explore, create, and connect.

🎟️ Pre-register today: https://bit.ly/PIESSummerFestival

08/25/2026

The One Big Beautiful Bill Act (OBBBA) did not stop changing the tax landscape with the provisions that affected 2025 returns. A substantial second wave of changes took effect in 2026, and many require planning now rather than waiting until filing season.

In our latest comprehensive guide, I break down some of the most important 2026 developments, including:

💰 The higher SALT deduction cap and new limitations on itemized deductions
❤️ Major changes to charitable contribution deductions for individuals and corporations
🏡 The increased $15 million estate and gift tax exemption
👶 Expanded dependent-care benefits and new Trump Accounts
📊 Permanent 20% QBI deduction with expanded phase-in ranges
🏢 Permanent 100% bonus depreciation and higher Section 179 limits
🔬 Restored immediate expensing for qualifying domestic R&D expenditures
🧾 Higher 1099-MISC and 1099-NEC reporting thresholds
💵 New employer reporting requirements for qualified tips and overtime
🌎 Significant changes to the international tax rules, including NCTI and FDDEI
🏥 Changes affecting health coverage, employee benefits, and professional-student borrowing

There is a lot packed into the legislation, and the interaction among these provisions can matter as much as any single change. For individuals and business owners, 2026 tax planning should already be underway.

Read the full guide:
The One Big Beautiful Bill Act in 2026: A Comprehensive Guide to the Provisions Taking Effect This Year

The One Big Beautiful Bill Act (OBBBA) did not stop changing the ta...

08/25/2026

I had the opportunity to meet Patti Schutte, founder and Chief Presentation Strategist of Be Brilliant Presentation Group, who is now a fellow Fredericksburg-area business owner.

First, Patti disclosed that she was a math major as an undergraduate, so I immediately knew we were going to get along.

Patti has built an impressive business around something that is almost the exact opposite of what I do. She is a certified World Class Speaking Coach, presentation trainer and professional learning facilitator who founded her business after being asked to help improve presenters at a major international technology conference. She has since coached nearly 2,000 clients and developed her Resultations Method™, which focuses on turning presentations into business communications designed to produce actual outcomes.

And this is exactly why I enjoyed meeting her.

I serve a deliberately narrow slice of my clients' needs. My work is quantitative, tax and economic-policy driven. Give me tax law, financial modeling, R&D credit calculations, entity structure or the economic consequences of a transaction and I am very comfortable.

Ask me how to deliver the message, structure a major corporate presentation, prepare speakers for a conference, communicate an organizational vision or make sure the audience actually walks away understanding and acting on what was said...and I draw a blank. Patti's company works directly in that space, including presentation strategy, executive and team coaching, conference-speaker preparation, message development and delivery.

This year has been a fabulous period of expansion across all four of our companies, and one thing that growth has reinforced for me is that to run MAS LLC successfully, I have been intentionally building a much larger bench of go-to professionals whose expertise complements ours.

So when a client asks me a question about corporate messaging, presentation delivery or running a successful conference, I can now confidently respond:

“I have no idea. Let's focus on the QBI alternative calculation methodology and call Patti.”

Very glad to have another talented business owner like Patti here in the Fredericksburg community!

www.bebrilliantpresentationgroup.com