CPAs for owner-run businesses · New York & Montclair
Books that close cleanly. Returns filed on time.
Tax, bookkeeping and advisory with one partner who knows your file, answers within a day and tells you what you owe before you owe it.
- ★★★★★
- 4.9from 212 Google reviews
- Since 1998 · AICPA member
| Item | Due | Status |
|---|---|---|
| W-2 and 1099 forms | Feb 2 | Received |
| Q3 estimated payment | Sep 15 | Paid |
| Extended 1040 Individuals and trusts | Oct 15 | Next |
| Q4 estimated tax | Jan 15 | Upcoming |
CPAs for owner-run businesses · New York & Montclair
Books that close cleanly. Returns filed on time.
Tax, bookkeeping and advisory with one partner who knows your file, answers within a day and tells you what you owe before you owe it.
- ★★★★★
- 4.9from 212 Google reviews
- Since 1998 · AICPA member
| Item | Due | Status |
|---|---|---|
| W-2 and 1099 forms | Feb 2 | Received |
| Q3 estimated payment | Sep 15 | Paid |
| Extended 1040 Individuals and trusts | Oct 15 | Next |
| Q4 estimated tax | Jan 15 | Upcoming |
Bookkeeping
Books closed by the 10th. Every month.
Reconciled books, reviewed by a partner, with a short note on what changed.
- By the 10th
- Books closed
- 1 day
- Reply time
- $650
- From, per month
| Item | Due | Status |
|---|---|---|
| W-2 and 1099 forms | Feb 2 | Received |
| Q3 estimated payment | Sep 15 | Paid |
| Extended 1040 Individuals and trusts | Oct 15 | Next |
| Q4 estimated tax | Jan 15 | Upcoming |
Our offices
Two offices. One partner on your file.
118 West 27th Street, New York, and 21 Church Street, Montclair.
- ★★★★★
- 4.9from 212 Google reviews
- Since 1998 · AICPA member
Advisory
A forecast you can plan around. Returns filed on time.
Cash-flow forecasts, entity decisions and a monthly review with your partner.
- ★★★★★
- 4.9from 212 Google reviews
Your 2026 tax fileAshcombe & Reed
- W-2 and 1099 forms Received
- Q3 estimated payment Paid
- Extended 1040 Next
- Q4 estimated tax Upcoming
- Since 1998 · AICPA member
About the firm
Since 1998, on Church Street and West 27th. Returns filed on time.
Four partners, one staff team and a file for every client.
- ★★★★★
- 4.9from 212 Google reviews
- Since 1998 · AICPA member
| Item | Due | Status |
|---|---|---|
| W-2 and 1099 forms | Feb 2 | Received |
| Q3 estimated payment | Sep 15 | Paid |
| Extended 1040 Individuals and trusts | Oct 15 | Next |
| Q4 estimated tax | Jan 15 | Upcoming |
Tax preparation
Planned in November. Filed on time.
Business and personal returns, estimates and notices.
- ★★★★★
- 4.9from 212 Google reviews
- Since 1998 · AICPA member
The dates that matter this year
Federal dates. Your state may add its own; your partner sends both.
| Date | What's due | Applies to | Status |
|---|---|---|---|
| Jan 15 | Fourth-quarter estimated tax Form 1040-ES, for the prior year | Individuals | |
| Jan 31 | W-2 and 1099-NEC to recipients and filed Employers and anyone paying contractors | Payroll | |
| Jan 31 | Fourth-quarter payroll return and annual FUTA Forms 941 and 940 | Payroll | |
| Mar 15 | S corporation and partnership returns Forms 1120-S and 1065, or an extension | Businesses | |
| Apr 15 | Individual returns and extensions Form 1040 or Form 4868 | Individuals | |
| Apr 15 | First-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Apr 15 | C corporation returns Form 1120, calendar-year corporations | Businesses | |
| Apr 30 | First-quarter payroll return Form 941 | Payroll | |
| May 15 | Nonprofit returns Form 990 for calendar-year organisations, or Form 8868 | Nonprofits | |
| Jun 15 | Second-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Jul 31 | Second-quarter payroll return Form 941 | Payroll | |
| Sep 15 | Third-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Sep 15 | Extended S corporation and partnership returns Forms 1120-S and 1065 | Businesses | |
| Oct 15 | Extended individual returns Form 1040 | Individuals | |
| Oct 15 | Extended C corporation returns Form 1120 | Businesses | |
| Oct 31 | Third-quarter payroll return Form 941 | Payroll | |
| Nov 15 | Extended nonprofit returns Form 990 | Nonprofits | |
| Dec 15 | Fourth-quarter corporate estimated tax Calendar-year corporations | Businesses |
Next year's calendar is being prepared.
General information for the federal calendar. Confirm dates for your situation with your advisor.
Dates move to the next business day when they fall on a weekend.
The next five dates
| Date | What's due | Applies to | Status |
|---|---|---|---|
| Jan 15 | Fourth-quarter estimated tax Form 1040-ES, for the prior year | Individuals | |
| Jan 31 | W-2 and 1099-NEC to recipients and filed Employers and anyone paying contractors | Payroll | |
| Jan 31 | Fourth-quarter payroll return and annual FUTA Forms 941 and 940 | Payroll | |
| Mar 15 | S corporation and partnership returns Forms 1120-S and 1065, or an extension | Businesses | |
| Apr 15 | Individual returns and extensions Form 1040 or Form 4868 | Individuals | |
| Apr 15 | First-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Apr 15 | C corporation returns Form 1120, calendar-year corporations | Businesses | |
| Apr 30 | First-quarter payroll return Form 941 | Payroll | |
| May 15 | Nonprofit returns Form 990 for calendar-year organisations, or Form 8868 | Nonprofits | |
| Jun 15 | Second-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Jul 31 | Second-quarter payroll return Form 941 | Payroll | |
| Sep 15 | Third-quarter estimated tax Individuals and sole proprietors | Individuals | |
| Sep 15 | Extended S corporation and partnership returns Forms 1120-S and 1065 | Businesses | |
| Oct 15 | Extended individual returns Form 1040 | Individuals | |
| Oct 15 | Extended C corporation returns Form 1120 | Businesses | |
| Oct 31 | Third-quarter payroll return Form 941 | Payroll | |
| Nov 15 | Extended nonprofit returns Form 990 | Nonprofits | |
| Dec 15 | Fourth-quarter corporate estimated tax Calendar-year corporations | Businesses |
Next year's calendar is being prepared.
General information for the federal calendar. Confirm dates for your situation with your advisor.
Dates move to the next business day when they fall on a weekend.
Payroll dates
Forms 941, 940, W-2 and 1099.
| Date | What's due | Status |
|---|---|---|
| Jan 15 | Fourth-quarter estimated tax Form 1040-ES, for the prior year | |
| Jan 31 | W-2 and 1099-NEC to recipients and filed Employers and anyone paying contractors | |
| Jan 31 | Fourth-quarter payroll return and annual FUTA Forms 941 and 940 | |
| Mar 15 | S corporation and partnership returns Forms 1120-S and 1065, or an extension | |
| Apr 15 | Individual returns and extensions Form 1040 or Form 4868 | |
| Apr 15 | First-quarter estimated tax Individuals and sole proprietors | |
| Apr 15 | C corporation returns Form 1120, calendar-year corporations | |
| Apr 30 | First-quarter payroll return Form 941 | |
| May 15 | Nonprofit returns Form 990 for calendar-year organisations, or Form 8868 | |
| Jun 15 | Second-quarter estimated tax Individuals and sole proprietors | |
| Jul 31 | Second-quarter payroll return Form 941 | |
| Sep 15 | Third-quarter estimated tax Individuals and sole proprietors | |
| Sep 15 | Extended S corporation and partnership returns Forms 1120-S and 1065 | |
| Oct 15 | Extended individual returns Form 1040 | |
| Oct 15 | Extended C corporation returns Form 1120 | |
| Oct 31 | Third-quarter payroll return Form 941 | |
| Nov 15 | Extended nonprofit returns Form 990 | |
| Dec 15 | Fourth-quarter corporate estimated tax Calendar-year corporations |
Next year's calendar is being prepared.
General information for the federal calendar. Confirm dates for your situation with your advisor.
Dates move to the next business day when they fall on a weekend.
How it works
From the first call to a monthly rhythm in about two weeks. You always know what happens next.
-
1
Free consultation
An hour with a partner, at our office or by video.
-
2
Fixed-fee letter
Scope and price agreed in writing before we start.
-
3
Secure onboarding
Portal invite and a checklist of what we need.
-
4
Your monthly rhythm
Books closed by the 10th, a partner call each quarter.
How a new client starts
About two weeks from the first call to the first close.
-
1
Free consultation
An hour with a partner, at our office or by video.
-
2
Fixed-fee letter
Scope and price agreed in writing before we start.
-
3
Secure onboarding
Portal invite and a checklist of what we need.
Your first two weeks
-
Free consultation
An hour with a partner, at our office or by video.
-
Fixed-fee letter
Scope and price agreed in writing before we start.
-
Secure onboarding
Portal invite and a checklist of what we need.
-
Your monthly rhythm
Books closed by the 10th, a partner call each quarter.
Your year with us
The dates we plan around, from the November call to the April filing.
-
1
November
Planning call
We estimate the year and set the payments.
-
2
January
Documents in
W-2s, 1099s and statements through the portal.
-
3
March
Draft return
Your partner walks you through it.
-
4
April 15
Filed
E-filed, with a copy in your portal.
What happens next
-
01
We reply
Within one business day.
-
02
We meet
An hour, at our office or by video.
-
03
You decide
A written scope and a fixed fee.



