Portal-First
Your engagement journey, returns, filings, payments, and messages in one private dashboard. No lost email threads.
Work With Reid
Three common paths — all with the same calm pace, the same private portal, and the same promise to explain every line before you sign Form 8879.
01
Tax Preparation & Filing
The core of Reid’s practice. Most clients arrive with messy QuickBooks, last year’s K-1, and a fear of the IRS. Reid’s job is to make that smaller, not bigger.
- Federal returns — 1120-S, 1065, 1040 with Schedules C / E / SE
- California returns — FTB Forms 100S, 565, 540 with multi-state allocation
- K-1 issuance with line-by-line walk-through for every owner
- Estimated taxes calculated for the year ahead, vouchers in your portal
- E-file shepherding — every deadline tracked, never the last day
Tax Prep & Filing
02
Monthly Bookkeeping & Close
The books grew, the spreadsheet didn’t. Reid keeps QuickBooks Online tight every month so when the return arrives it takes a week, not a panic.
- QBO chart of accounts kept clean and reconciled monthly
- Payroll integration — Gusto, Rippling, ADP — reconciled to the GL
- 1099 contractor tracking with year-end 1099-NEC e-filing
- Sales tax filings on cadence — CDTFA, multi-state where needed
Books & Close
03
Advisory & Strategy
Not in tax season? Reid runs 60-minute strategy sessions for founders 6–18 months from a major decision. You leave with a plan, not a sales pitch.
- Entity election sanity-check — LLC vs S-corp vs C-corp
- S-corp officer reasonable comp methodology, with documentation
- Retirement plan tier list — SEP, Solo 401(k), Cash Balance
- A Mitchell Group portal seat so you can lurk when ready
Strategy Session
The Big-4 Advantage in Every Engagement
Returns are just documentation with consequences. Reid reads them like Big-4 review notes — line by line, flagging anything ambiguous, and translating every entry into the plain English you asked for.
Notice Response
Every CP2000, CP14, and FTB notice read and summarized within one business day, with a draft reply attached.
Numbers You Trust
Effective-rate modeling — federal, state, self-employment, AMT exposure, and what changes if you elect S-corp.
Same CPA, Always
You work with Reid personally on every return, every call, every signature. No handoffs to a junior.
How We Work Together
1
Discovery Call
30 minutes. Your entity, your books, your timeline, and the real questions behind switching CPAs.
2
Portal Setup
Engagement letter signed, IRS Form 2848 POA filed, prior-year returns uploaded. Your private dashboard is live.
3
Books & Strategy
Monthly closes, quarterly check-ins, and pre-filing strategy on entity, comp, and credits before March arrives.
4
File with Clarity
Returns drafted, walked through, signed via Form 8879, e-filed. Every deadline tracked. You sleep through April 15.
Which Path Fits You?
Start with a conversation — we’ll figure out the right next step together.
Book Your Consultation