Client Application

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Client Application

Thank you for your interest in working with a Certified Real Estate Tax Strategist!

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.

You will receive a follow-up within a few days with the next steps.

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? *

What are you interested in? *

Tax preparation Only

Tax Preparation & Tax Strategy

Tax Preparation, Tax Strategy & Bookkeeping

Thank You for taking the time to complete the form!

Send me a copy of my responses.

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