Reid Mitchell, CPA CPA · #146203
Reid Mitchell, CPA · The Ledger Edition Vol. III · April 2026

SF Bay Area · Tax · Books · Advisory

Tax season is a paper trail. Make sure yours adds up.

Founder-led S-corp tax, monthly close, and audit-ready advisory for Bay Area operators. Ex-Big-4 tax senior. CA license #146203.

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Filed this season 1,247
Books closed 42
Returns prepared 89
Refunded to clients $4.2M

Editor's column

“Tax season shouldn’t be a panic event. I read every receipt category, I answer the Sunday-night text about the IRS letter, and I tell you the truth about what reasonable comp actually looks like. That’s the whole job.”
Reid Mitchell, CPA SF Bay Area CPA · License #146203 · Solo practice since 2021
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Schedule of services

Built around Bay Area founders & small businesses

  1. 01

    Tax Preparation & Filing

    from $2,400/return

    From the S-corp 1120-S to the personal 1040, Reid prepares federal and California returns from clean books, walks you through every line before you sign Form 8879, and e-files on your timeline — never the day before the deadline.

    Learn more →
  2. 02

    Monthly Bookkeeping & Close

    from $1,200/month

    QuickBooks Online kept clean every month, payroll reconciled, 1099 contractors tracked, sales tax filed on cadence — so when March arrives the return takes a week, not a panic.

    Learn more →
  3. 03

    Advisory & Strategy

    Custom

    Not in tax season? Start with a 60-minute strategy call: entity election, S-corp officer comp, retirement plan funding, R&D credits, and an honest picture of where your effective rate is heading next year.

    Learn more →
Action required CP-90-Style

Reid will never ask for IRS payment by wire transfer.

Always file federal payments via IRS Direct Pay — never via SMS, email, or third-party invoice.

IRS Direct Pay Verified · 2026-04-15

Client correspondence

“Reid walked us through our first 1120-S line by line — depreciation, officer comp, every K-1 number. We went from terrified of an audit to feeling like founders who actually owned their numbers.”
Maya & Jordan K. · Northbay Studios LLC

Ready to hand off the books?

Switching CPAs takes a quiet October, not a frantic April. Let’s start with a 30-minute call about where you actually are.

File a free consultation request