--- title: Daniel Reed, CPA, CFP, tax partner | Ashcombe & Reed, CPAs description: Daniel Reed handles individual and trust returns, multi-state filings and planning for families with a business. --- [Skip to main content](https://www.nopethemes.com/tickmark/partners/daniel-reed#main-content) **Next deadline:** extended individual returns, Oct 15 [Tax calendar](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, CPAs](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/templates/ashcombe-reed-wordmark.svg)](https://www.nopethemes.com/tickmark/home?hsLang=en) - Services - [Industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [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) - [Resources](https://www.nopethemes.com/tickmark/resources?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) Services [Tax preparation and planning Returns, estimates and planning before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) [Bookkeeping and monthly close Reconciled books by the tenth of each month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) [Advisory Forecasts, entity choice and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) [Audit and assurance Audits, reviews and compilations.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) Industries [Medical and dental practices Practice entities, owner pay and buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) [Construction and trades Job costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [Nonprofits Form 990, restricted funds and audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Services Services [Tax preparation and planning](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) [Bookkeeping and monthly close](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) [Advisory](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) [Audit and assurance](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) Industries [Medical and dental practices](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) [Construction and trades](https://www.nopethemes.com/tickmark/industries?hsLang=en) [Nonprofits](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [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) - [Resources](https://www.nopethemes.com/tickmark/resources?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?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) ![Daniel Reed](https://www.nopethemes.com/hs-fs/hubfs/tickmark/photos/partners/partners-06-v4.jpg?width=800&name=partners-06-v4.jpg) Contact Phone [(212) 555-0148 ext. 102](tel:2125550148,102) Email [daniel@ashcombe-reed.example](mailto:daniel@ashcombe-reed.example) Office Montclair Licences New York CPA · 2003 New Jersey CPA · 2006 Education Fordham University BS, Accounting · 2001 CFP Board CFP certificant · 2010 Memberships - AICPA - NJCPA # Daniel Reed CPA · CFP Tax partner Daniel joined the firm as a partner in 2006 and leads its individual and trust practice. He works with families who own a business and with clients who file in more than one state. He holds the CFP certification, and the year-end planning calls for individual clients run through his calendar each November. Services - [Tax preparation and planning](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Medical and dental practices](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) [Book a consultation with Daniel](https://www.nopethemes.com/tickmark/contact?hsLang=en) A year with Daniel ## Four dates your family can plan around The same calendar every year, for the household, the trust and the practice. 1. Jan ### Your checklist A document list built from last year's return. 2. Apr 15 ### Returns signed Daniel reviews and signs the family and trust returns. 3. Sep 15 ### Practice returns S corporation and partnership returns filed for owners. 4. Nov ### Planning call One hour on the year ahead, while there is still time to act. ![Rachel Brennan in a business suit, arms crossed](https://www.nopethemes.com/hs-fs/hubfs/tickmark/photos/clients/client-realestate-v4.jpg?width=1200&name=client-realestate-v4.jpg) A client of Daniel's > Daniel keeps the rental schedules for every building and files the family return from the same file. The November call covers the buildings, the house and the children's accounts in one hour. Rachel Brennan Rental-property owner, Brooklyn Services Rental schedules, family tax Client since 2009 Partner Daniel Reed Writing ## Articles by Daniel Book with Daniel ## Request a time with Daniel Sixty minutes, at the Montclair office or by video. ![Two women talking at a table by a city window](https://www.nopethemes.com/hs-fs/hubfs/tickmark/photos/meetings/meetings-02-v4.jpg?width=1200&name=meetings-02-v4.jpg) ### Bring these to the meeting - Last year's family and trust returns - Your practice's K-1s - Your questions, written down Call the office [(212) 555-0148](tel:2125550148) [Office hours and locations](https://www.nopethemes.com/tickmark/contact?hsLang=en) [![Ashcombe & Reed, CPAs](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/templates/ashcombe-reed-wordmark-light.svg)](https://www.nopethemes.com/tickmark/home?hsLang=en) Tax, bookkeeping, advisory and audit for owner-run businesses and the families behind them. 118 West 27th Street, Floor 6, New York, NY 10001 Mon–Fri 8:30–5:30 · extended hours Feb 1 – Apr 15 Services - [Tax](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) Firm - [About](https://www.nopethemes.com/tickmark/about?hsLang=en) - [Partners](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) Clients - [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Resources](https://www.nopethemes.com/tickmark/resources?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) Content on this site is general information. 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