Summit Advanced Tax Strategy Application Form

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Fill out this application with as much detail as possible to help us better understand if and how we can add value your Tax & Accounting needs!

Email *

First Name *

Last Name *

Cell Phone *

What is your occupation?
*

Why are you looking for a new Tax & Accounting firm?
*

Select Your Household Income *

Select the number of investment properties that you currently own
*

Which of these apply to you?
*

I want to buy my first investment property

I own a Long Term Rental(s)

I own a Short Term Rental(s)

I operate a Syndication/Fund

I Develop/Flip Houses/Buildings

I sell Real Estate / Manage Real Estate

I am a Passive Investor who Receives K-1s

Other:

Required

What is your accounting system setup? *

Quickbooks Online

Quickbooks Desktop

Xero

Stessa

Other:

Which services are you interested in?
*

Strategic Tax Planning

Tax Return Preparation

Entity Structuring

Accounting Systems Setup

Ongoing Bookkeeping

Fixed Assets Consulting

Required

Anything else we should know about you?

How did you hear about us?
*

Next Steps

Once we review your submission we will be in contact with you via email with next steps. We may need more information prior to our initial call to help determine fit and will communicate what is needed if that is the case so that we can have a productive introductory call. We work hard to make sure we can add value to you before becoming a client!

A copy of your responses will be emailed to the address you provided.

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This form was created inside of Summit Advanced Tax Strategy.