Steps to Becoming a Client 1) Fill out the form below 2) Look for an email with next steps 3) Schedule a complimentary consultation or receive an alternative recommendation First Name Last Name Phone Number Email Address Which city and state do you live in? Which city and state(s) do you do business in? Which of the following do you have? Which of the following do you have? W-2 Business Income Rental Income Investment Income Crypto K-1's Foreign Income HSA Child Care Do you have an entity? If yes, please list names of any entity and describe activity that you have (eg: LLC, Partnership, Corporation) Business Type Business Type Long Term Rentals Short Term Rentals Flips Wholesaling Real Estate Broker or Agent Syndication Property Manager Developer Please describe your business How many rental properties do you own? How many rental properties do you own?123-56-1011+ How many K-1's from other investments do you receive, and in which states? Have you filed your 2024 tax return(s)? Which income level best describes you? Which income level best describes you?Total household income is less than $100k annuallyTotal household income is between $100k-150k annuallyTotal household income is between $150k-250k annuallyTotal household income is between $250k-500k annuallyTotal household income is greater than $500k annually What would you like to discuss? What are your biggest stress points? Our minimum tax preparation fee is $1,500 but can go up depending on the complexity of your return. Is that okay with you? Our minimum tax preparation fee is $1,500 but can go up depending on the complexity of your return. Is that okay with you? Yes No How did you hear about us? How did you hear about us? Bigger Pockets Google LinkedIn Facebook Referral (Enter name below) Please tell us who referred you: Submit
