2024 New Client Application

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Thank you for your interest in working together!

We are not accepting any new 2023 Tax Filing Clients at this time.

Please join this wait list if you are interested in working together for advising and for the filing of your 2024 tax return.

We onboard new clients twice yearly, and will reach out June of 2024.

We will send updates via email with any new opportunities, openings, or just general tax items you need to know.

Please complete the following form so that we can gather some initial information regarding your tax situation and what you're looking in a tax firm.

Whether your goals are early retirement, specific cash flow, or the growth of your wholesaling business, our firm is positioned to take action with you. We work exclusively with real estate investors and are passionate about helping you attain your specific goals.

Email *

What is your Full name? *

Do you have any of the following Entity types/tax returns? *

1120S- S Corporation

1065- Partnership

1120- C Corporation

None of the above

Required

How many Rental properties do you own? *

1-2

3-4

5-9

10+

Which of the Following Real Estate Businesses do you have? *

Real Estate Agent

Wholesaling

Flipping

A Combination of the above

None

How much did you earn from your Real Estate Business last year? *

< $50,000

$50,000-$250,000

$250,000- $500,000

$500,000 +

How do you track your business finances? *

Quickbooks- I do the books my self

Quickbooks - I havea professional Bookkeeper

Quickbooks Online- I do the books my self

Quickbooks Online- I have a professional Bookkeeper

Spreadsheets

Stessa

Combination of the Above

Other

Which of the following best describes your goals with REI? *

I want to acquire a handful of rental properties to supplement my planned 55+ retirement

I want to utilize rental properties to retire early, but it's still a long-term goal

I want to use rental properties to replace my W2 Income as soon as humanly possibly, I can't live in a cubicle

I want to build my active Real Estate flipping/agent/wholesaling business to replace my W2

Other

What is your biggest goal for working with our firm. If you could design a PERFECT partnership with a tax strategist how would that look to you?

What pain points can we solve for you? *

Are you interested in scheduling a Consultation Call with Natalie if she feels it's a good fit to work together? *

Yes

Maybe

If we're not a good fit to work together, would you be interested in working with a tax professional who has completed real estate tax education provided by Natalie? *

Yes

Maybe

Thank You for taking the time to complete the form!

If you seem likea good fit for the firm, and the firm seems like a good fit for your business needs, will we provide a link to schedule a new client consultation.

New client consultation emails will be sent out in June.

Send me a copy of my responses.

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