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TAX CLIENTS

START HERE- INDIVIDUAL

 

1. Complete Questionnaire: https://forms.gle/21YeMiihjmW9LjBk7

2. Upload your tax documents to our secure portal ( www.reisercpa.com

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

    appointment, if preferred.

4. Read Privacy Policy

If you would like prior year data, please request.

 

START HERE- BUSINESS

 

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

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

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

     * Income

     * Expenses

     * Year End cash balance

     * Year End loan balances and interest paid

     * Fixed Assets- Additions and disposals

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

    appointment, if preferred.

4. Notify us of any address or ownership changes.

5. Read Privacy Policy

 

*If you would like a Profit & Loss template, please respond.

 

 

Privacy Policy

https://docs.google.com/document/d/16ScxdX7YJ1rdPsy2gxjac6lRVmGymhgKwoahdTt-MV4/edit?usp=sharing