Partners
The people who sign your returns.
Four partners, all licensed CPAs, each with a senior accountant beside them. You meet both at the first consultation, and they stay on your file.
The team on your file
Your partner leads. These are the people who close your books, file your payroll and answer the portal.
How we assign a partner
You get the partner who knows your industry.
At the first consultation we match you with the partner who works with businesses like yours. If it isn't a fit, you can switch at any time.
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Matched by industry, not by who is free
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The same partner every year
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A senior accountant who knows your file
Licensed, reviewed and accountable
Every partner is a licensed CPA. The firm's work is peer reviewed every three years.
Licenses
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Certified Public Accountants, New York
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Certified Public Accountants, New Jersey
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IRS PTIN and e-file provider
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Firm permits on file with both state boards
Professional standards
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AICPA peer review, pass rating (2025)
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40 hours of CPE per partner, every year
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Written quality-control policy, reviewed yearly
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Engagement letters for every client
Specialist credentials
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CFP® professional (Daniel Reed)
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Personal Financial Specialist (Eleanor Ashcombe)
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Certified in Single Audit (Denise Carter)
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QuickBooks and Xero certified staff
License numbers are available on request and on each state board's public lookup.
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