Pilch & Reed CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Pilch & Reed CPAs | home page | |
| Website | https://www.pilchandreedcpas.com/ | home page | |
| Office locality | Sheridan, WY | home page | |
| Phone | +13076747491 | home page | |
| Offers bookkeeping | Documented: ...& Reed CPAs provides full-service accounting with a proactive mindset. From monthly bookkeeping to complex multi-entity planning, we help business owners make informed decisions... | home page | |
| Monthly bookkeeping | Documented: ...prep. Pilch & Reed CPAs provides full-service accounting with a proactive mindset. From monthly bookkeeping to complex multi-entity planning, we help business owners make informed... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...ADDITIONAL SERVICES QuickBooks Setup & Configuration Additional Bank Account Setup Historical Bookkeeping Cleanup Additional State Tax Return Amended Tax Return Preparation Tax... | /services-1 | 5 pts (max 5) |
| AP / AR | Documented: ...and tax filings (average of up to 15 employees) Cash flow analysis and projections Accounts payable/receivable management with aging reports Sales tax compliance (up to 3... | /services-1 | 4 pts (max 4) |
| Payroll coordination | Documented: ...TIER 1 Basic Bookkeeping + Tax Support Managing Growth GROWTH PARTNER TIER 2 Add payroll, cash flow insight, and advisory. Complex Needs EXECUTIVE PARTNER TIER 3 Multi-entity... | /services-1 | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...3 bank/credit card accounts) Transaction categorization and cleanup (up to 150/month) Monthly financial statements (P&L, Balance Sheet) Sales tax return prep (1 jurisdiction)... | /services-1 | 6 pts (max 6) |
| Software supported | QuickBooks | /services-1 | 5 pts (max 5) |
| Local / remote model stated | Local | /about | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jennifer M. Reed · CPA (self-reported to the IRS, not a state license) · business name on the record: Pilch & Reed CPAs | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...3 bank/credit card accounts) Transaction categorization and cleanup (up to 150/month) Monthly financial statements (P&L, Balance Sheet) Sales tax return prep (1 jurisdiction)... | /services-1 | 4 pts (max 4) |
| Named contact / team | Jennifer Reed, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...Book a call, get a plan, and grow with confidence. Explore Our Services PORTAL CLIENT PORTAL If you are a current client of Pilch & Reed CPAs, you may share documents easily and... | home page | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jennifer M. Reed under the business name 'Pilch & Reed CPAs' in Sheridan, WY. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Pilch & Reed CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.