If you did not submit your tax documents to us by 3/9/26 you will need to file an extension.

〰️

If you did not submit your tax documents to us by 3/9/26 you will need to file an extension. 〰️

Advisory Subscription

In addition to our tax preparation services, we offer comprehensive tax advisory and support throughout the year. These services can be purchased à la carte or can be purchased as a subscription. Our subscription will provide you with priority support from one of our CPAs. To sign up, complete this form and email it to info@reedaccounting.com.  These fees do not include our tax preparation fee and are subject to change.

Individual & Business 

100

$

Month

Individual Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 support

    • Tax return correspondence

    • Transcript request / online account support

    • Tax preparation for dependent child(ren)

150

$

Month

Individual & K-1 Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

200

$

Month

Individual & Self-Employment & Rental Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

250

$

Month

Individual & Business Support

1 Business, S-Corp/Partnership

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Tax preparation for dependent child(ren)

300

$

Month

Individual & Business Support

2-5 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

400

$

Month

Individual & Business Support

6-10 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

500

$

Month

Individual & Business Support

11-15 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

600

$

Month

Individual & Business Support

16-20 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)