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TAX CLIENTS

START HERE- INDIVIDUAL

 

1. Complete Questionnaire:

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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. Also, If you would like prior year data, please request.

4. Read Privacy Policy below

 

 

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

3. Notify us of any address or ownership changes.

4. Read Privacy Policy below

 

 

 

 

Privacy Policy

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