Let's get to know you!

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Thank you for contacting us!

STEP 1: Fill out the form below. Provide as much information as possible.

STEP 2: Provide the required documents

STEP 3: Get in touch with us to schedule an introductory call. Send an email to vitoria@anabgarciacpa.com

Sincerely,

Ana B. Garcia, CPA, MSA, CTP

Your Real Estate Tax Strategist

First Name *

Last Name *

Phone *

Email *

How many investment properties do you currently own? *

None

1-2

3-4

5-9

10+

Which of these best describes you? *

Income < $150k per year

Income between $150k - $500k per year

Income between $500k - $1M per year

Income between $1M - $5M per year

Income > $5M per year

In which of the following services are you interested?
*

Tax Planning & Advisory Only

Tax Planning & Tax Preparation

Tax Planning, Tax Preparation & Bookkeeping

What inspired you to invest in real estate? *

What is the biggest challenge that your business is currently facing as it relates to taxes?
*

What have you tried to fix or solve around your taxes but has not worked? *

What are some goals you would like to achieve if you had more money and free time?

How did you hear about us?

Tell us about yourself (i.e., sources of income & current real estate portfolio), why you would like to work with us, and what you want to accomplish in the next 12 months. *

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