Tax Analysis Questionnaire
if you want a FREE tax Analysis please fill this out. Please let us know who referred you.
If you are an Advisor (CPA, Tax attorney or Estate Attorney, M&A professional or Realtor) referring a client please provide your name, state, email and cell # below and your website. If you are a potential client please write "NA" as the answer for this question.
If you are a potential Client.... please provide your contact information below. Name, Email, Telephone, State and Business Website (if you have one). Also let us know when is the best time to contact you. Unless you provide contact information in this question or the above question we cannot contact you.
What type of assets based in the USA are you selling for over $ 5 million ? Please provide details.
Commercial Real Estate
Bitcoin or Crypto Currency
Art, sculpture or collectibles
Professional Sports team
How is Ownership held?
What is the your / client’s percentage ownership?
If a business, is this a stock sale or asset sale?
Location of the asset you are selling ?
What was the Year of Purchase?
What was the Original Purchase Price ? AND....What are the Dollar Amount Paid for Capital Improvements ?
If a personal residence, how long has the owner lived in the property? If married, how long has the spouse lived in the property?
What is the (suggested) Sale Price ?
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