Reid Accountants + Advisors
Reid Accountants + Advisors is a Woodbury, NY-based full-service accounting and advisory firm founded in 1992, serving private companies, high-net-worth individuals, and not-for-profits across the Northeast and Southeast through accounting, tax, audit, family office, insurance, and payroll services.
- Company typePrivate
- Founded1992
- HeadquartersWoodbury, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Reid Accountants + Advisors does
Reid Accountants + Advisors is a full-service accounting, tax, and advisory firm headquartered in Woodbury, New York, founded in 1992. The firm operates under an alternative practice structure consisting of Reid CPAs, LLP, a licensed CPA firm providing attest and assurance services, and Reid Tax & Advisory Services, LLC, providing tax and business consulting. Reid also operates three wholly-owned operating subsidiaries: The Reid Agency, LLC (commercial and personal insurance), Reid Payroll Services (full-scale payroll processing), and Reid Financial Management, LLC (strategic tax planning for high-net-worth families).\n\nThe firm serves a diversified client base spanning private and public companies, small to mid-size business owners, high-net-worth individuals and families, not-for-profit organizations, and legal and litigation clients across Long Island, New York City, White Plains, Columbia (SC), and Boca Raton (FL). Practice areas include accounting and bookkeeping, outsourced controller services, tax compliance and planning, audit and assurance, family office services, M&A and transaction advisory, business management, forensic accounting, business valuation, and litigation support. The firm maintains a roster of over 45 partners and is an independent member of Crete Professionals Alliance, a national alliance providing back-office infrastructure, resources, and growth capital while preserving the firm's cultural and client independence.\n\nRevenue mechanics are based on professional services fees, quote-based per engagement with no published pricing schedules. Distribution runs primarily through direct office engagement across six physical locations, supplemented by a client portal and online payment systems (with payment-plan partnerships via Aiwyn and QuickFee for invoices of $2,000 or more). The firm acquired multiple industry honors in 2025-2026 — most notably a triple distinction from Accounting Today (2026 Fastest Growing Firm driven by 64.09% revenue growth in 2025, 2026 Regional Leader for the Mid-Atlantic & Northeast, and 2026 Firm to Watch) — and is on Inside Public Accounting's Top 200 Firms 2025 list. No specific revenue figure, headcount total, or pricing is publicly disclosed.
Reid Accountants + Advisors firmographics
Firmographics- Name
- Reid Accountants + Advisors
- Legal name
- Reid CPAs, LLP and Reid Tax & Advisory Services, LLC
- Website
- https://reidadvisorsllc.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Reid Accountants + Advisors is a Woodbury, NY-based full-service accounting and advisory firm founded in 1992, serving private companies, high-net-worth individuals, and not-for-profits across the Northeast and Southeast through accounting, tax, audit, family office, insurance, and payroll services.
- Ownership category
- akta.pro rank
Reid Accountants + Advisors industry classification
Industry- Product category
- Accounting & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- SIC
- Finance Services (6199), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industries
- Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Reid Accountants + Advisors is headquartered
LocationHeadquarters
- HQ city
- Woodbury
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Reid Accountants + Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Accounting & Bookkeeping Services: Full-service bookkeeping, financial statement preparation, and accounting outsourcing including outsourced controller services. Billed on a professional services fee basis.
- Tax Services: Corporate, personal, federal, state & local tax compliance and planning; trust & estate planning; cost segregation; employee retention tax credit advisory. Core revenue stream for the firm.
- Audit & Assurance: Audits & financial reporting, information systems assurance, and employee benefits plan audit services provided through Reid CPAs, LLP.
- Family Office Services: Comprehensive family office management including process & operational support, advanced technology solutions, tax planning, and estate/philanthropy planning for high-net-worth individuals and families.
- Consulting Services: M&A and transaction advisory, business management, and back office support services.
- Insurance Services: Risk management and insurance consulting including commercial insurance, employee benefits, workers' compensation, personal insurance, and life insurance. Delivered through The Reid Agency, LLC.
- Payroll Services: Full-scale payroll processing and support delivered through Reid Payroll Services.
- Forensic & Valuation: Forensic accounting, asset tracing, economic damages analysis, business valuation, litigation support, bankruptcy services, and collaborative divorce financial services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Reid Accountants + Advisors product offering
Product offeringCore offering
Reid Accountants + Advisors is a full-service accounting and advisory firm providing accounting/bookkeeping, tax compliance and planning, audits and assurance, consulting (M&A and transaction advisory), family office management, business management, forensic accounting and valuation, insurance, and payroll services to private and public companies, small-to-mid-size business owners, and high-net-worth individuals. The firm operates through licensed entity Reid CPAs, LLP for attest services and Reid Tax & Advisory Services, LLC for tax and consulting, with subsidiary brands The Reid Agency, Reid Payroll Services, and Reid Financial Management.
Product overview
Reid Accountants + Advisors is a comprehensive accounting and advisory firm providing a full suite of professional services organized into distinct practice areas. The firm operates through two licensed entities (Reid CPAs, LLP for attest services and Reid Tax & Advisory Services, LLC for tax and consulting) plus subsidiary brands including The Reid Agency (insurance), Reid Payroll Services, and Reid Financial Management (family office). Core service lines include Accounting Services (bookkeeping, controller services, financial statements), Audits & Assurance, Tax Services (corporate, personal, estate planning), Forensic & Valuation, Family Office Services, Business Management, Consulting (M&A advisory), and Insurance Services. The firm serves clients across Long Island, New York City, White Plains, and South Carolina.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services Comprehensive accounting services including bookkeeping, financial statement preparation, outsourced controller services, tax compliance, and business incorporation assistance for organizations of all sizes.
- Tax Services Tax compliance and planning covering corporate, personal, federal, state & local, trust & estate planning, cost segregation, and employee retention tax credit services for businesses and individuals.
- Audits & Assurance Audit and assurance services including financial reporting audits, information systems assurance, and employee benefits plan audits, delivered through Reid CPAs, LLP.
- Consulting Advisory consulting services including M&A and transaction advisory for business strategy and growth.
- Family Office Services Comprehensive family office services including process & operational support, advanced technology solutions, tax planning, and estate & philanthropy planning, delivered through Reid Financial Management, LLC.
- Business Management Business management and back office support services for operational efficiency.
- Forensic & Valuation Specialized services including forensic accounting, asset tracing, economic damages analysis, business valuation, litigation support, bankruptcy services, and collaborative divorce financial services.
- Insurance Services Risk management and insurance consulting including commercial insurance, employee benefits, workers' compensation, personal insurance, and life insurance, delivered through The Reid Agency, LLC.
- Payroll Services Full-scale payroll processing and support through Reid Payroll Services.
Companies that use Reid Accountants + Advisors
Customer profileSegments5 records
Ideal customer profiles4 records
Reid Accountants + Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Reid Accountants + Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Crete Professionals AlliancecoreReid Accountants + Advisors is an independent member of Crete Professionals Alliance, a network of independent accounting firms. The alliance provides Reid with access to national resources, back-office infrastructure, and growth capital while allowing the firm to maintain independence of culture and client relationships. This model is recognized as representative of the future of the accounting profession.
- The Reid Agency, LLCcoreA subsidiary entity under the Reid Accountants + Advisors brand providing comprehensive insurance solutions including commercial insurance, employee benefits, workers' compensation, personal insurance, and life insurance services.
- Reid Payroll ServicescoreA subsidiary entity under the Reid Accountants + Advisors brand offering full-scale payroll processing and support services to clients.
- Reid Financial Management, LLCcoreA subsidiary entity under the Reid Accountants + Advisors brand specializing in strategic tax planning for high-net-worth individuals and families as part of the firm's family office services.
- AiwynminorReid has partnered with Aiwyn to provide a convenient payment plan option for clients. Aiwyn enables clients to spread the cost of invoices totaling $2,000 or more over 3, 6, 9, or 12 months. No early payout fees.
- QuickFeeminorReid has partnered with QuickFee to offer payment plan options for clients through an integrated payment platform at rp.quickfee.com.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Reid Accountants + Advisors competitors and assessment
Company assessmentDirect peers
- Aprio: Top 50 US advisory firm with integrated accounting, tax, audit, advisory, and family office services. Comparable service breadth and similar trajectory as a growing mid-market platform.
- Citrin Cooperman: Mid-market advisory firm with strong private company, HNW, and family office services. Closely comparable target market, integrated service model, and growth trajectory similar to Reid's.
- Marks Paneth: NY-based accounting and advisory firm with strong HNW family office and real estate practices. Comparable in target clientele, service breadth, and Northeast regional footprint.
- Marcum LLP: Top 10 US accounting firm with comparable service mix (audit, tax, advisory, family office, forensics). Directly competitive in NY/FL markets and a benchmark for the Top 200 IPA league.
- CohnReznick: Top 20 advisory firm with strong private company, real estate, and family office practices. Comparable on integrated service model and HNW/private-company target market.
- Grassi & Co. NY-headquartered accounting and advisory firm serving private mid-market companies, HNW individuals, and family offices. Comparable size band and Northeast regional footprint.
- Anchin: NY-headquartered full-service accounting and advisory firm serving private companies, HNW individuals, and family offices. Directly comparable on geography, multi-entity structure, and integrated service mix (accounting, tax, advisory, audit).
- Withum: Top 20 US accounting and advisory firm with deep mid-market private company practice and growing family office/wealth management capabilities. Comparable size band and service breadth with national ambitions.
Broad incumbents
- BDO USA: Top 5 global accounting network's US practice, offering audit, tax, advisory, and wealth management. Broad incumbent that overlaps with Reid across multiple service lines but operates at materially greater scale.
- RSM US: Top 5 US accounting firm focused on middle-market private companies. Overlaps with Reid on tax, audit, advisory, and HNW services, but with a national platform and broader resource base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Reid Accountants + Advisors social profiles
Digital presenceReid Accountants + Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reid Accountants + Advisors leadership team
Management profileNumber of profiles
Profiles22 records
Reid Accountants + Advisors subsidiaries and ownership
Company hierarchySubsidiaries3 records
Reid Accountants + Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reid Accountants + Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reid Accountants + Advisors
What does Reid Accountants + Advisors do?
Reid Accountants + Advisors is a full-service accounting and advisory firm providing accounting/bookkeeping, tax compliance and planning, audits and assurance, consulting (M&A and transaction advisory), family office management, business management, forensic accounting and valuation, insurance, and payroll services to private and public companies, small-to-mid-size business owners, and high-net-worth individuals. The firm operates through licensed entity Reid CPAs, LLP for attest services and Reid Tax & Advisory Services, LLC for tax and consulting, with subsidiary brands The Reid Agency, Reid Payroll Services, and Reid Financial Management.
Is Reid Accountants + Advisors a public or private company?
Reid Accountants + Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Reid Accountants + Advisors founded?
Reid Accountants + Advisors was founded in 1992. It employs 101 to 250 people.
Where is Reid Accountants + Advisors based?
Reid Accountants + Advisors is headquartered in Woodbury, United States, in the North America region.
How does Reid Accountants + Advisors make money?
Eight revenue lines are on record. Accounting & Bookkeeping Services are the primary driver. The others are tax Services, audit & Assurance, family Office Services, consulting Services, insurance Services, payroll Services and forensic & Valuation.
Who are Reid Accountants + Advisors's main competitors?
Direct peers on record are Aprio, Citrin Cooperman, Marks Paneth, Marcum LLP, CohnReznick, Grassi & Co., Anchin and Withum. Broad incumbents are BDO USA and RSM US.
Does Reid Accountants + Advisors have an API?
No public API is recorded for Reid Accountants + Advisors.
What industry is Reid Accountants + Advisors in?
Reid Accountants + Advisors's product category is Accounting & Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAHAOAK, Valuation & Purchase Price Allocation (Deal Valuation). Its NAICS code is 541211 and its SIC code is 6199.