Tax partner · CPA, CFP
Daniel Reed
Daniel co-founded the firm in 1998 and leads its tax practice. He plans returns for owners and the families behind them, in November, not April.
26 years in practice
400+ returns signed a year
Tax partner
Daniel Reed
CPA, CFP
·
Partner since 1998
Daniel co-founded the firm in 1998 after training in a Big Four tax practice. He leads the tax practice and plans returns for owners and the families behind them, in November, not April.
He is also a Certified Financial Planner and works with owners on retirement, entity and succession planning.
Licenses
CPA, New York
CPA, New Jersey
CFP® professional
Education
BS Accounting, Fordham University
CFP certification, CFP Board
Focus
Tax preparation and planning
Owners and their families
Retirement, entity and succession planning
Memberships
AICPA
NJCPA
★★★★★
Daniel moved me to the right entity and saved me eleven thousand a year. He raised it in November.
James Hollis
Hollis Street Tailoring · client since 2021
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
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Recent bank and card statements
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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