CPAs for owner-run businesses · New York & Montclair
Stop dreading April. We've got your numbers.
Tax, bookkeeping and advisory with one partner who knows your file, answers within a day and tells you what you owe before you owe it.
★★★★★
4.9
from 212 Google reviews
Since 1998
· AICPA member
Trusted by 400+ owner-run businesses
Four services. One partner on all of them.
Most clients start with one and add the rest once the books are clean. Every engagement has a named partner and a fixed fee.
Tax preparation & planning
Business and personal returns, estimates and notices, planned in November and filed on time.
From $1,200 / year
→
Bookkeeping & monthly close
Reconciled books, closed by the 10th of every month, reviewed by a partner.
From $650 / month
→
Advisory
Cash-flow forecasts, entity decisions and a monthly review with your partner.
From $1,800 / month
→
Audit & assurance
Reviews, compilations and audits for lenders, boards and grantors.
Priced on scope
→
Most firms send you a bill in April. We send you a plan in November.
The usual way
✕
You hear from your accountant once a year
✕
A surprise tax bill in April
✕
Hourly invoices you can't predict
✕
Documents lost in email threads
The Ashcombe & Reed way
✓
A partner who replies within one business day
✓
A planning call every November
✓
A fixed fee, agreed in writing
✓
One secure portal for every document
We speak your industry's numbers.
Specialists, not generalists. Each industry has a partner who has seen your questions many times before.
★★★★★
“We used to find out what we owed in April. Now we see it every month.”
Dr. Megan Walsh
Walsh Family Dentistry · client since 2019
How it works
From the first call to a monthly rhythm in about two weeks. You always know what happens next.
1
Free consultation
An hour with a partner, at our office or by video.
2
Fixed-fee letter
Scope and price agreed in writing before we start.
3
Secure onboarding
Portal invite and a checklist of what we need.
4
Your monthly rhythm
Books closed by the 10th, a partner call each quarter.
Watch
Your business tax account, in a minute
A short IRS walkthrough of the online account we set up for every business client, so you can see payments and notices yourself.
▶
Business tax account overview, from the IRS
1:16
Security & technology
Your documents stay off email.
Upload, sign and track everything in one encrypted portal. You see what we have, what's missing and when it's due.
✓
Bank-level encryption and two-factor sign-in
✓
E-signature for engagement letters and returns
✓
A partner replies within one business day
Fixed fees, published
Each engagement starts at the price shown. Your letter sets the final figure before work begins, and it doesn't change.
Personal tax
$1,200
/ year
Federal and state returns, planning and notices.
✓
Return preparation and e-file
✓
November planning call
✓
Notice response included
Books & tax
Most chosen
$950
/ month
Monthly close, payroll and business returns.
✓
Books closed by the 10th
✓
Payroll and sales tax filings
✓
Quarterly partner review
Advisory
$1,800
/ month
Forecasts, entity choice and a monthly review.
✓
Rolling cash-flow forecast
✓
Monthly partner meeting
✓
Lender and board packs
What our clients say
Owner-run businesses from Manhattan to Montclair, in their own words.
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★★★★★
We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.
Dr. Paul Kessler
Kessler Family Dental, Montclair
★★★★★
Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.
Marcus Hayes
Hayes Building Co., Queens
★★★★★
Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.
Tony Russo
Russo's Trattoria, Hoboken
★★★★★
Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.
Laura Bennett
Executive director, Riverside Pantry
★★★★★
They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.
Jessica Hollis
Owner, Hollis Street Boutique
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
Bring last year's return. We'll take it from there.
A free hour with a partner. You leave with a written scope and a fixed fee.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair