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.
Your answer
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.
Your answer
What type of assets based in the USA are you selling for over $ 5 million ? Please provide details. *
Required
How is Ownership held?
What is the your / client’s percentage ownership?
Your answer
If a business, is this a stock sale or asset sale?
Your answer
Location of the asset you are selling ? *
Your answer
 What was the Year of Purchase?
Your answer
What was the Original Purchase Price ? AND....What are the Dollar Amount Paid for Capital Improvements ?
Your answer
If a personal residence, how long has the owner lived in the property? If married, how long has the spouse lived in the property?
Your answer
What is the (suggested) Sale Price ?
Your answer
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