Tax partner · CPA, CFP

Daniel Reed

Daniel co-founded the firm in 1998 and leads its tax practice. He plans returns for owners and the families behind them, in November, not April.

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26 years in practice400+ returns signed a year
Daniel Reed, tax partner
Tax partner

Daniel Reed

CPA, CFP · Partner since 1998

Daniel co-founded the firm in 1998 after training in a Big Four tax practice. He leads the tax practice and plans returns for owners and the families behind them, in November, not April.

He is also a Certified Financial Planner and works with owners on retirement, entity and succession planning.

Licenses

  • CPA, New York
  • CPA, New Jersey
  • Personal Financial Specialist (PFS)

Education

  • MS Taxation, Fordham University
  • BS Accounting, Rutgers University

Focus

  • Medical and dental practices
  • Construction and trades
  • Practice buy-ins and successions

Memberships

  • AICPA
  • NYSSCPA, closely held business committee
  • NJCPA
James Hollis in his shop
★★★★★
“Daniel moved me to the right entity and saved me eleven thousand a year. He raised it in November.”

James Hollis

Hollis Street Tailoring · client since 2021

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
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