MS Accounting
Stanford GSB ’13. Concentration in tax. Still cites her partnership-tax textbook in S-corp election calls.
About Reid
Big-4 Trained. Solo Practice. Yours All Year, Not Just in April.
Reid earned an MS in Accounting at Stanford, spent eight years as a tax senior at Deloitte working on multi-state S-corps and founder personal returns, and went solo in 2021 to take on small engagements with the same depth she gave Fortune 500s. If you want the calm one in the room when an IRS letter shows up, that’s her.
The Journey
From Big-4 Workpapers to Founder Returns
Tax Associate, Deloitte
Four years on multi-state S-corps and partnerships in San Francisco. Learned what a clean workpaper actually looks like.
Tax Senior, Deloitte
Led founder-return engagements at a private-wealth-and-corporate practice. Saw both the company filing and the personal one — and learned where the seams hide.
Solo CPA Practice
Passed the California CPA exam fresh, hung her own shingle, and quietly built a roster of Bay Area founders and small-business owners.
Recognition & Memberships
Reid is a member of the AICPA, the California Society of CPAs, and the Bay Area Tax Discussion Group. All work is conducted under her California license CPA #146203.
CalCPA “Founder-Focused Practice” Roster
Listed by the California Society of CPAs as a recommended solo practitioner for founder and small-business engagements under $5M revenue.
Clockless “Built With Care” Partner
Selected partner for Clockless’s concierge CPA program, serving founder-led companies and dual-W-2-plus-side-business households.
The Mitchell Group
A small, deliberately low-roster practice. Reid handles every client personally and is backed by a partner CPA and a specialist support bench for the slow parts.
Priya Anand
Partner CPA
James Park
Bookkeeping Lead
Sarah Chen
Tax Senior
David Morales
Audit & Notice Lead
How I Work
01
No Crunch
Nobody should be reconciling December books in April. Monthly closes, quarterly check-ins, and a calm review window are paced for the year that this actually takes.
02
Everything in One Portal
Each client gets a private dashboard with their engagement journey, returns, filings, payments, and messages — so nothing lives in a lost inbox thread.
03
Big-4 Eye for Detail
Reid reads the trial balance, the K-1 worksheet, and the IRS notice herself. You get a plain-English summary before you sign Form 8879.
Let’s Talk About Your Books
Whether you’re nine months out from filing or staring at a CP2000 right now, it starts with a conversation.
Book a Consultation