Contact Information

Full Name *

Email *

Phone *

State of Residence: *

How did you hear about us? (If referred, please include the name) *

What is your occupation? *

What best describes why you're reaching out? *Others:

Do you currently own or invest in real estate? *

No

Yes - 1-2 properties

Yes - 3-10 properties

Yes - 10 properties

What are you hoping a CPA or tax advisor can help you with most? *

When are you looking to get started? *

Immediately

Within the next 30 days

In the next 3 months

Just exploring options

Anything else we should know about you?

Information Request

We may ask for your most recent filed tax returns and/or most recent business financials to review. Do you have this information readily available to provide us within a week of our call? *

Yes

No

Next Steps:

Thank you for completing this form! Our team will review your responses and will reach out to schedule a call to assess if we are a good fit to work together.

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