SF Bay Area Tax & Bookkeeping
Reid is an ex-Big-4 tax senior turned solo CPA who keeps the books for Bay Area founders and small businesses, files every federal and California return without drama, and answers the IRS notice before you panic — with every step tracked in a private client portal.
Meet Reid
“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.”
How I Can Help
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 →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 →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 →Why It Matters
Before solo practice, Reid spent eight years as a tax senior at Deloitte working on multi-state S-corps and founder personal returns. That background shows up in the way she explains an IRS CP2000, tracks every open ticket in your private portal, and writes adjustments that hold up under audit.
Client Stories
“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
Switching CPAs takes a quiet October, not a frantic April. Let’s start with a 30-minute call about where you actually are.
Book a Free Consultation