START HERE- INDIVIDUAL

1. Complete Questionnaire:

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2. Upload your tax documents to our secure portal

3. Email sec@reisercpa.com to provide additional information or to schedule an

    appointment, if preferred. If you would like prior year data, please request.

4. Read Privacy Policy below

5. Upload a voided check or fill out the ACH form provided on the questionnaire. We will use your bank information provided for all transaction activity. Direct deposits of overpayment, auto-withdrawal of balances owed and payment for Tax preparation services.

START HERE- BUSINESS

1. Provide access to your QuickBooks online (if needed),

    or send an Accountant's copy of your QuickBooks desktop file.    

    *If you send us a copy of your quickbooks, please send us a separate email

     with transfer password and login password.

    **If you do not use QuickBooks, please provide the following information:

       Income & Expenses, Fixed Assets- Additions & Disposals, 

       Year End Cash & Loan Balances (including Annual interest paid)
                                                                                                         

2. Email sec@reisercpa.com to provide additional information or to schedule an

    appointment, if preferred. *For a Profit & Loss template, Click Here.

3. Notify us of any address or ownership changes.

4. Read Privacy Policy below

Privacy Policy

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