Awesome! I look forward to meeting you! Click the Let’s start a conversation button at the bottom of the page to schedule your free 30 minute consultation. Bring your tax needs and questions, and I will describe the solutions we offer that fit your unique situation.

While I focus on entrepreneurs as I feel I provide the most value to that group, even if you are not an entrepreneur, you are welcome to book a free 30 minute consultation. if we align on the call and i’m able to provide value to your situation, i’m happy to help!

I am rather detail oriented and tend to ask alot of questions when working on tax returns. You might not know what is relevant, but, by asking questions, i ensure the return is correct and I frequently uncover information that impacts your return. Further, I value communication and truly want my clients to understand their taxes. When entrepreneurs don’t understand their taxes, it can be overwhelming! My goal is to explain your taxes to you, collaborate on tax strategies, and help you plan for your upcoming tax bill, so you are empowered with knowledge, ultimately creating peace of mind. 

When we start the process, i’ll ask for your prior year tax return. however, as we continue to work together, i ask for communication and responsiveness. you work hard for your money, and my job is to help you make the most of it! Your tax success directly depends on your ability to respond to our emails and be proactive when you have questions.

I start each tax year by sending you our engagement letter and payment platform emails. Then, as you get your tax documents, send them over to me via email or a portal (your decide which you want to use). I will work through your information, contact you with questions, and then send you a detailed explanation and copy of your return. once you review your return, you sign a form, and I file your return. then, depending on your package, we may meet during the year to plan for the next year’s tax bill.

shepherd peak tax solutions, pllc is a solo owned accounting firm owned and operated by myself, Alyssa m. Reed, CPA, CFP®. This means that each time you contact us, you get consistency in who you speak with and the same person each year works on your taxes.

absolutely! your tax situation is just one piece of your holistic financial well-being. Working with your financial planner, banker, insurance agent, attorney, or bookkeeper ensures we are all on the same page and moving towards the most holistically beneficial outcome for you.

I teach tax seminars around the country. the process of researching material for my seminars, writing the seminars, and teaching the seminars keeps me well rooted in the tax law. in addition, i pursue over 40 hours of continuing education each year.