Reid Accountants + Advisors Tech Stack

Regional CPA and tax advisory firm serving high-net-worth and complex-tax clients

Accounting Woodbury, New York 51–200 employees Founded 1992 Privately Held

Reid is a 51–200 person CPA and tax advisory practice across Long Island, New York City, and White Plains, structured as an alternative practice entity with licensed attest services and unlicensed tax/business consulting arms. The tech stack is anchored in CCH and Intuit products (Axcess, UltraTax CS, QuickBooks) — standard for mid-market tax practices — but hiring velocity is accelerating with 19 active roles, heavily weighted toward finance and senior-level positions, suggesting either client growth outpacing capacity or a push to modernize service delivery.

Tech Stack 15 technologies

Core StackQuickBooks ADP CCH Axcess Microsoft Office Checkpoint CCH Intuit Excel Outlook UltraTax CS QuickBooks Desktop Word ActiveSync PowerPoint Paychex

What Reid Accountants + Advisors Is Building

◆Challenges

Ensuring compliance with regulatory requirements
Minimizing tax liabilities
Improving financial efficiency
Improving collections process
Cash-flow efficiency
Improving office systems and workflows
Expanding services within existing client base
Ensuring accurate financial reporting
Maintaining compliance with tax laws
Monitoring financial performance against budgets

▲Active Projects

Complex accounting projects
Office administration tasks
Scheduling appointments
Maintaining client databases

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Support

Operations

Sales

Seniority

Senior

Manager

Mid

Director

Intern

Junior

Staff

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About Reid Accountants + Advisors

Reid Accountants + Advisors provides accounting, tax, and advisory services to individuals and businesses with complex financial needs. Founded in 1992, the firm operates through Reid CPAs, LLP (which holds CPA licenses and provides attest services) and Reid Tax & Advisory Services, LLC (which provides tax strategy, consulting, bookkeeping, and payroll services). Service offerings span corporate and personal tax, auditing, assurance, family office services, and payroll administration. The firm serves clients across the tri-state region with a focus on tax planning, regulatory compliance, and financial efficiency.

HeadquartersWoodbury, New York

Company Size51–200 employees

Founded1992

Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Reid use?

Reid's primary tools are CCH Axcess, UltraTax CS, QuickBooks (Desktop and online), and Checkpoint, complemented by Microsoft Office suite (Excel, Outlook, Word) for client management and reporting.

Where is Reid Accountants headquartered?

Woodbury, New York, with additional offices in Long Island, New York City, and White Plains.