The following are tools for your use in gathering your tax information (organizer) and financial information (questionnaire).

• 2010 Tax Organizer
• 2011 Tax Organizer
• Business Tax Organizer
• New Asset Report
• Client Questionnaire
• Record Retention Guidance

Tax Deduction Checklist Spreadsheets (Require Excel)

• Attorney
• Clergy
• Daycare
• Executive
• Firefighter
• Law Enforcement
• Medical
• Outside Salespeople
• Real Estate
• Rental Real Estate (Word Document)
• Tradesman

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Reiser & Reiser, LLC
104 Central Blvd.
P.O. Box 370
Guyton, GA 31312
912-772-3298 (Guyton)
404-502-8114 (Atlanta)
912-772-3249 (Guyton fax)
404-745-8539 (Atlanta fax)
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