Skip to content
Home
About Us
Resources
Blog
Contact
Home
About Us
Resources
Blog
Contact
Client Portal
join our waiting list
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
How many Rental properties do you own?
0
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?
Book a call with us
Yes
No
Maybe
What are you interested in?
Tax Prep Only
Tax Prep & Strategy
Tax Prep, Strategy, & Bookkeeping
Thank You for taking the time to complete the form! If you seem like a 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.
SUBMIT
