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Email Address
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Phone Number
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Have you worked with a CPA previously for premium tax planning services?
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Yes, I’ve worked with a CPA before for advanced strategies
Yes, but only for basic compliance
No, I’ve only filed taxes myself
No, but I’m ready to work with one
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What’s your estimated annual income or revenue?
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How much did you pay in taxes last year?
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What kind of real estate do you own? Select all that apply:
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Residential Rentals
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Multiifamily/Commercial
Type an OptionGround-up developing/Flipping Homes
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How many properties or units do you currently own or manage?
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What other assets do you own that we should know about to develop a personalized tax strategy?
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