Retail & trades
Busy season pays for the year.
Plan it that way.
Inventory accounting, sales tax and seasonal cash planning for shops, boutiques and trades, with the right entity behind them.
The questions every shop owner asks.
Daniel works with shops and trades from Chelsea to Montclair.
Book a consultation
✓
Inventory
Counted, costed and on the books before the holidays.
✓
Sales tax
Filed on time in every state you sell into.
✓
Seasonal cash
A forecast for the slow months, made in the busy ones.
✓
Entity
The structure that fits your profit, reviewed each November.
★★★★★
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
What changes when your accountant knows retail
A generalist
✕
Counts inventory once, at year end
✕
Finds sales tax problems in an audit
✕
Leaves you short in the slow months
A retail specialist
✓
Keeps inventory on the books monthly
✓
Files sales tax before it is due
✓
Plans cash before the slow season
What our clients say
Owner-run businesses from Manhattan to Montclair, in their own words.
★★★★★
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
Questions clients ask
Do you work with online stores?
Yes, including sales tax for the states you ship to.
Can you help us choose an entity?
Yes. We compare the options with your own numbers and review the choice each November.
Do you handle payroll for seasonal staff?
Yes, including the extra staff you hire for the holidays.
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
✓
Last year’s federal and state returns
✓
Recent bank and card statements
✓
Any IRS or state notices you have received
Daniel Reed
Tax partner · replies within one business day
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair