--- title: QA convert C --- [Skip to main content](https://www.nopethemes.com/tickmark-qa/convert-c#main-content) Next deadline: [extended individual returns, Oct 15 →](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)·[(212) 555-0148](tel:+12125550148) [**Ashcombe & Reed**Certified Public Accountants](https://www.nopethemes.com/tickmark/home?hsLang=en) - Services Services - [Tax preparation & planningBusiness and personal returns, planned before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping & monthly closeReconciled books, closed by the 10th of every month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [AdvisoryCash-flow forecasts, entity choices and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit & assuranceReviews, compilations and audits for lenders and boards.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) [All services](https://www.nopethemes.com/tickmark/services?hsLang=en) ![A partner meeting a client at a round table](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/v5/v5-meeting-client-round-table.jpg?width=800&name=v5-meeting-client-round-table.jpg) Free consultation An hour with a partner, free. Bring last year's return. You leave with a written scope and a fixed fee. [Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) - Industries - [Dental & medicalPractice entities, owner pay, buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=96&name=partners-01.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-06.jpg?width=96&name=partners-06.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-03.jpg?width=96&name=partners-03.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-04.jpg?width=96&name=partners-04.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) [Book a consultationBook now](https://www.nopethemes.com/tickmark/contact?hsLang=en) - Services - [Tax preparation & planningBusiness and personal returns, planned before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping & monthly closeReconciled books, closed by the 10th of every month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [AdvisoryCash-flow forecasts, entity choices and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit & assuranceReviews, compilations and audits for lenders and boards.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) [All services](https://www.nopethemes.com/tickmark/services?hsLang=en) - Industries - [Dental & medicalPractice entities, owner pay, buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=96&name=partners-01.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-06.jpg?width=96&name=partners-06.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-03.jpg?width=96&name=partners-03.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-04.jpg?width=96&name=partners-04.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[(212) 555-0148](tel:+12125550148) Free consultation ## Bring last year’s return. We’ll take it from there. An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee. New business client Books, payroll and tax Personal tax Returns, estimates and notices Second opinion A partner reviews last year’s return What to bring - Last year’s federal and state returns - Recent bank and card statements - Any IRS or state notices you have received - Your message goes to the partners only - Reply within one business day ![Eleanor Ashcombe](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=56&height=56&name=partners-01.jpg) **Eleanor Ashcombe**Managing partner · takes most first consultations Call the office [(212) 555-0148](tel:2125550148)[Office hours and locations →](https://www.nopethemes.com/tickmark/contact?hsLang=en) Tell us about your business A partner replies within one business day. ![A man reviewing figures on a laptop](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/photos/meetings/meetings-06.jpg) Consultation ## Talk to a partner about your books An hour at our office or by video. You leave with a written scope and a fixed fee. Bring these to the meeting - Recent bank and card statements - Last year’s financial statements - Reports from your payroll provider ![Eleanor Ashcombe](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=56&height=56&name=partners-01.jpg) **Eleanor Ashcombe**Managing partner · takes most first consultations Call the office [(212) 555-0148](tel:2125550148) A partner replies within one business day. [Office hours and locations](https://www.nopethemes.com/tickmark/contact?hsLang=en) Free consultation ## Bring last year’s return. We’ll take it from there. An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee. What to bring - Last year’s federal and state returns - Recent bank and card statements - Any IRS or state notices you have received ![Eleanor Ashcombe](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=56&height=56&name=partners-01.jpg) **Eleanor Ashcombe**Managing partner · takes most first consultations Call the office [(212) 555-0148](tel:2125550148)[Office hours and locations →](https://www.nopethemes.com/tickmark/contact?hsLang=en) Book a free hour Pick a time, or send a message and we’ll call you. Pick a time Send a message Extended returns Until extended individual returns are due Send what’s missing by October 1 and we file before the deadline, not on it. 0days 00hours 00minutes 00seconds This deadline has passed. The next one is on our tax calendar. DueOct 15, 2026[Upload your documents](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) Extended returns Until extended individual returns are due Send what’s missing by October 1 and we file before the deadline, not on it. 0days 00hours 00minutes 00seconds This deadline has passed. The next one is on our tax calendar. DueOct 15, 2026[See the tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) Extended returns Until extended individual returns are due Send what’s missing by October 1 and we file before the deadline, not on it. 0days 00hours 00minutes This deadline has passed. The next one is on our tax calendar. DueOct 15, 2026[Upload your documents](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) Q4 estimate Until the fourth-quarter estimate is due 0days 00hours 00minutes 00seconds This deadline has passed. The next one is on our tax calendar. DueDec 31, 2024[Upload your documents](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) Tax season 2026 ## Tax-season document checklist Tick what you have. We’ll ask for the rest, and your partner checks the list before your return is prepared. Income - W-2s from each employer Jan 31 - 1099-NEC, 1099-INT and 1099-DIV formsEvery bank and brokerage that paid you Feb 15 - K-1s from partnerships and S corporations Mar 15 - Rental income and expensesOne summary per property Deductions - Mortgage interest statement (Form 1098) - Property tax bills - Charitable receipts over $250 - Childcare provider name and tax ID Payments and last year - Estimated tax payments with datesFederal and state, all four quarters - Last year’s federal and state returns - Any IRS or state notices you received [Download the checklistPDF](https://www.nopethemes.com/tickmark-qa/convert-c#checklist-download) Print Clear ticks What’s included ## Everything a clean month needs One fixed fee covers the recurring work. Catch-up months and new entities are quoted separately, in writing, before we start. ![A ledger open on a laptop at a warm desk](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/photos/v5/v5-detail-laptop-warm-desk.jpg) - Bank, card and loan reconciliationsEvery account tied to its statement, open items listed Monthly - Close and partner reviewProfit and loss, balance sheet and cash flow, with a note on what moved By the 10th - Payroll filingsForm 941, state returns, W-2s at year end Quarterly - Sales-tax returns and paymentsFiled with the agency, confirmation saved to your portal As due - 1099 preparationContractor records kept through the year, filed in January Jan 31 Starting fee **$650 / month** Tax season 2026 ## Tax-season document checklist Tick what you have. We’ll ask for the rest, and your partner checks the list before your return is prepared. Income - W-2s from each employer Jan 31 - 1099-NEC, 1099-INT and 1099-DIV formsEvery bank and brokerage that paid you Feb 15 - K-1s from partnerships and S corporations Mar 15 - Rental income and expensesOne summary per property Deductions - Mortgage interest statement (Form 1098) - Property tax bills - Charitable receipts over $250 - Childcare provider name and tax ID Payments and last year - Estimated tax payments with datesFederal and state, all four quarters - Last year’s federal and state returns - Any IRS or state notices you received [Download the checklistPDF](https://www.nopethemes.com/tickmark-qa/convert-c#checklist-download) Print Clear ticks Security & technology ## Your documents stay off email. Upload, sign and track everything in one encrypted portal. You see what we have, what’s missing and when it’s due. - Bank-level encryption and two-factor sign-in - E-signature for engagement letters and returns - A partner replies within one business day [Sign in to the portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[How the portal works](https://www.nopethemes.com/tickmark/client-portal#how-it-works) Trouble signing in? Call (212) 555-0148 or email portal@ashcombe-reed.com. We reset access the same business day. Your 2026 tax fileNext due Oct 15 - W-2 and 1099 formsReceived - Q3 estimated paymentPaid - Mortgage interest statementWaiting - Engagement letterSigned Last activity: Daniel Reed reviewed your Q3 file today Security & technology ## Your documents stay off email. Upload, sign and track everything in one encrypted portal. You see what we have, what’s missing and when it’s due. - Bank-level encryption and two-factor sign-in - E-signature for engagement letters and returns - A partner replies within one business day [Sign in to the portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[How the portal works](https://www.nopethemes.com/tickmark/client-portal#how-it-works) Trouble signing in? Call (212) 555-0148 or email portal@ashcombe-reed.com. We reset access the same business day. Your 2026 tax fileNext due Oct 15 - W-2 and 1099 formsReceived - Q3 estimated paymentPaid - Mortgage interest statementWaiting - Engagement letterSigned Last activity: Daniel Reed reviewed your Q3 file today Security & technology ## Your documents stay off email. Upload, sign and track everything in one encrypted portal. You see what we have, what’s missing and when it’s due. - Bank-level encryption and two-factor sign-in - E-signature for engagement letters and returns - A partner replies within one business day [Sign in to the portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[How the portal works](https://www.nopethemes.com/tickmark/client-portal#how-it-works) Trouble signing in? Call (212) 555-0148 or email portal@ashcombe-reed.com. We reset access the same business day. ![A client reviewing her documents with her partner](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/photos/v5/v5-meeting-desk-review.jpg) Clients ## Client portal Sign in to upload documents, sign your engagement letter and download your returns. [Sign in to the portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[How the portal works](https://www.nopethemes.com/tickmark/client-portal#how-it-works) Trouble signing in? Call (212) 555-0148 or email portal@ashcombe-reed.com. We reset access the same business day. Your 2026 tax fileNext due Oct 15 - W-2 and 1099 formsReceived - Q3 estimated paymentPaid - Mortgage interest statementWaiting - Engagement letterSigned Last activity: Daniel Reed reviewed your Q3 file today [**Ashcombe & Reed**Certified Public Accountants](https://www.nopethemes.com/tickmark/home?hsLang=en) CPAs for owner-run businesses and the families behind them. 118 West 27th Street, New York21 Church Street, Montclair Services - [Tax preparation](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [Advisory](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) Industries - [Dental & medical](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [Construction](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Restaurants](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Nonprofits](https://www.nopethemes.com/tickmark/industries?hsLang=en) Firm - [Partners](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) Clients - [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) - [(212) 555-0148](tel:+12125550148) - [hello@ashcombe-reed.com](mailto:hello@ashcombe-reed.com) © 2026 Ashcombe & Reed, CPAs · Licensed in NY and NJ · AICPA member [Privacy](https://www.nopethemes.com/tickmark/legal#privacy)·[Terms](https://www.nopethemes.com/tickmark/legal#terms)