WHAT IS YOUR EXPECTED TAKE HOME INCOME THIS YEAR.
HOW MUCH LIQUID CASH ON HAND FOR INVESTING IN REAL ESTATE
WHAT IS YOUR EMPLOYMENT STATUS?
W-2
Self Employed / 1099 Only
Self Employed & W-2
Retired
Unemployed
WHAT IS YOUR BIGGEST TAX CONCERN?
DID YOU RECEIVE A REFUND LAST YEAR?
Yes
No
HOW MUCH DID YOU PAY IN TAXES LAST YEAR?
None
$1,000 - $25,000
$26,000 - $50,000
$51,000 - $75,000
Over $75,000
HOW MANY INVESTMENT PROPERTIES DO YOU OWN?
None
1 - 2
3 - 5
6 or more
DO YOU OWN ANY FORMAL ENTITY STRUCTURE?
None
Sole Proprietor
LLC
S Corp
C Corp
Own multiple entities
HOW DO YOU CURRENTLY FILE YOUR TAXES?
I have an accountant
I use an online tax software
I don't file taxes
DO YOU CURRENTLY OWE BACK TAXES?
Yes
No
WHAT WOULD YOU LIKE TO ACCOMPLISH IN THIS CALL?
How did you hear about us?*
Google
Youtube
Instagram
Facebook
Other