Get Started

We want to make sure that you have the best possible experience when working with us. Here are some tips for how to make our time together as productive as possible, even on the first visit!

 

Request an Appointment

It all starts with making the first appointment! You can contact us at any time to set up your appointment, or if it’s after hours, you can use the convenient appointment request form to request a time to meet with our staff.

What to Bring

Depending on your reason for working with us, we have provided the most common documents that we will need to see from you, even on the first visit. The more prepared we both are prior to our first meeting, the quicker we will see results. If you have any questions when gathering these documents, don’t hesitate to contact our office. We will help you any way we can.

 

Don’t hesitate to contact our staff if you have any questions while gathering these documents together!

 

New Clients:

Tax planning meeting:

  • Summary of year to date income and expenses
  • A current backup of your QuickBooks file if applicable
  • Questions for Ritter Adair

Tax preparation:

  • Two prior years tax returns
  • All current year tax documents
  • Your contact information and birthdate
  • A current backup of your QuickBooks file if applicable

Financial Statement preparation:

  • Two prior years financial statements
  • A current backup of your QuickBooks file if applicable
  • Prior year depreciation schedule

Please contact us to set up a meeting to discuss your tax and financial statement needs.

Existing Clients:

Tax planning meeting:

  • Summary of year to date income and expenses
  • A current backup of your QuickBooks file if applicable
  • Questions for Ritter Adair

Tax preparation:

  • All current year tax documents
  • Any changes to your contact information
  • A current backup of your QuickBooks file if applicable

Financial Statement preparation:

  • A current backup of your QuickBooks file if applicable or summary of income and expenses

Please contact us to set up a meeting to discuss your tax and financial statement needs.

Don’t have time to stop in to see us? Please see our contact page for where to send your information.

Let's Work Together

Ritter Adair

1900 Burnt Boat Drive Suite 102
Bismarck, ND 58503

(701) 751-3883

(701) 751-3725

admin@ritteradair.com

Monday to Friday

from 8am to 5pm

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