---
title: QA heroart services
---

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- 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)

Services

# Four services, one partner, *one fixed fee.*

Most clients start with tax or bookkeeping and add the rest once the books are clean. Whatever you pick, the same partner stays on your file.

[Book a free consultation →](https://www.nopethemes.com/tickmark/contact?hsLang=en)[See our fees](https://www.nopethemes.com/tickmark/fees?hsLang=en)

![A partner in the office with a client's books closed for the month](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/art/hero-services.png?width=600&height=680&name=hero-services.png)

## What we do

Each service has a partner who signs off on it and a senior accountant who knows your file.

### [![Senior couple signing a contract while being on a meeting with bank manager. focus is on manager](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/service-tax.jpg?width=1200&height=800&name=service-tax.jpg) Tax preparation & planning Business and personal returns, estimates and notices, planned in November and filed on time. From $1,200 / year →](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en)

### [![Group of diverse people having a meeting](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/service-bookkeeping.jpg?width=1200&height=800&name=service-bookkeeping.jpg) Bookkeeping & monthly close Reconciled books, closed by the 10th of every month, reviewed by a partner. From $650 / month →](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en)

### [![Happy mid adult couple and their financial advisor reading plans on touchpad during a meeting in the office](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/service-advisory.jpg?width=1200&height=800&name=service-advisory.jpg) Advisory Cash-flow forecasts, entity decisions and a monthly review with your partner. From $1,800 / month →](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en)

### [![Group of diverse people having a meeting](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/service-audit.jpg?width=1200&height=871&name=service-audit.jpg) Audit & assurance Reviews, compilations and audits for lenders, boards and grantors. Priced on scope →](https://www.nopethemes.com/tickmark/services/audit?hsLang=en)

## What every client gets

Whether you start with one return or the full monthly close, these come with it.

- ### A fixed fee, in writing
  
  Your engagement letter sets the price before work begins, and it doesn't change mid-year.
- ### One named partner
  
  The partner you meet at the consultation stays on your file and signs your return.
- ### A reply within one day
  
  Every email and portal message gets a partner's answer by the next business day.
- ### A secure client portal
  
  Upload, sign and track documents in one encrypted place, never in email threads.
- ### A November planning call
  
  We plan your tax year before it ends, so April holds no surprises.
- ### Books closed by the 10th
  
  Reconciled every month and reviewed by a partner before the numbers reach you.

## How a new client starts

About two weeks from the first call to the first close.

1. **1**
   
   ### Free consultation
   
   An hour with a partner, at our office or by video.
2. **2**
   
   ### Fixed-fee letter
   
   Scope and price agreed in writing before we start.
3. **3**
   
   ### Secure onboarding
   
   Portal invite and a checklist of what we need.
4. **4**
   
   ### Your monthly rhythm
   
   Books closed by the 10th, a partner call each quarter.

Compare engagements

## Everything each fee covers

Every engagement has a named partner and a fixed fee, agreed in writing before work begins.

Personal tax

Books & tax

Advisory

What’s included

### Personal tax

For individuals and families

$1,200 / year

[Book a tax consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en)

Most chosen

### Books & tax

For owner-run businesses

$950 / month

[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en)

### Advisory

For owners planning growth

$1,800 / month

[Talk to an advisor](https://www.nopethemes.com/tickmark/contact?hsLang=en)

Tax returns

Federal and state income tax returnsIndividual returns for you and your spouse, e-filed.

Included

Included

Included

Business returnsForm 1120-S, 1065 or Schedule C, with the K-1s.

Not included

Included

Included

Quarterly estimate planning

Once a year

Every quarter

Every quarter

IRS and state notice responseWe answer the letter and deal with the agency for you.

Included

Included

Included

Books and payroll

Monthly bookkeeping and reconciliations

Not included

Included

Included

Books closed by the 10th

Not included

Included

Included

Payroll and sales-tax filings

Not included

Included

Included

Year-end 1099s and W-2s

Partly includedAdd-on

Included

Included

Advice

Planning calls with your partner

1 a year

4 a year

12 a year

Rolling cash-flow forecastTwelve months ahead, updated after every close.

Not included

Not included

Included

Entity and owner-pay review

Partly includedOn request

Included

Included

Lender and board packs

Not included

Partly includedYear end

Included

What’s included

[Book a tax consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en)

[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en)

[Talk to an advisor](https://www.nopethemes.com/tickmark/contact?hsLang=en)

Fees are starting points. Your engagement letter fixes the figure before work begins.

## What our clients say

Owner-run businesses from Manhattan to Montclair, in their own words.

4.9 **212 reviews** on Google [Read all reviews](https://www.google.com/maps)

- > We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/review-avatar-1.jpg?width=96&height=96&name=review-avatar-1.jpg)
  
  Dr. Paul Kessler
  
  Kessler Family Dental, Montclair
- > Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/story-hayes.jpg?width=96&height=96&name=story-hayes.jpg)
  
  Marcus Hayes
  
  Hayes Building Co., Queens
- > Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/review-avatar-3.jpg?width=96&height=96&name=review-avatar-3.jpg)
  
  Tony Russo
  
  Russo's Trattoria, Hoboken
- > Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/review-avatar-2.jpg?width=96&height=96&name=review-avatar-2.jpg)
  
  Laura Bennett
  
  Executive director, Riverside Pantry
- > They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/review-avatar-4.jpg?width=96&height=96&name=review-avatar-4.jpg)
  
  Jessica Hollis
  
  Owner, Hollis Street Boutique
- > Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
  
  ![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/review-avatar-5.jpg?width=96&height=96&name=review-avatar-5.jpg)
  
  Michael Grant
  
  Real-estate investor, Brooklyn

Questions

## Before you book

Anything else goes to your partner at the consultation.

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.

## Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

[Book a free consultation →](https://www.nopethemes.com/tickmark/contact?hsLang=en)[Call (212) 555-0148](tel:+12125550148)

[![Ashcombe & Reed, CPAs](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/brand/ashcombe-reed-editorial-lockup-light.svg)](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)

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