Your In-Depth Tax Analysis

Please fill out this form to the best of your ability.
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What are you selling? (Check all that apply)
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Required Real Estate Sale Questions

In order to create a proper illustration, these questions need to be answered.
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(RE) Do You Know Your Total Cost Basis?
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(RE) Is seller's personal residence being sold?
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Other Real Estate Sale Questions

Please answer to the best of your ability.
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Depreciation Schedule(s)
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Required Business Sale Questions

In order to create a proper illustration, these questions need to be answered.
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(B) Do You Know Your Total Cost Basis?
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Other Business Sale Questions

Please answer to the best of your ability.
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Asset Allocation Form 8594
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Required "Other" Sale Questions

In order to create a proper illustration, these questions need to be answered.
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(O) Do You Know Your Total Cost Basis?
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More "Other" Sale Questions

Please answer to the best of your ability.
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(O) Is seller's personal residence being sold?
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Depreciation Schedule(s)
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Your In-Depth Tax Analysis

Your In-Depth Tax Analysis

Please fill out this form to the best of your ability.
Contact Name
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Email
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Best Contact Number
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Relation to Owner
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Who Referred You?
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What are you selling? (Check all that apply)
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Required Real Estate Sale Questions

In order to create a proper illustration, these questions need to be answered.
(RE) Ownership type (C-Corp, S-Corp, Partnership, Trust, Individual)
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(RE) Sales Price
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(RE) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.)
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(RE) Do You Know Your Total Cost Basis?
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(RE) What Is Your Total Cost Basis?
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(RE) Original Purchase Price
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(RE) Cost of Capital Improvements
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(RE) Depreciation Taken to Date on Real Estate being sold
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(RE) Amount of Mortgages/Debt balance to be paid off
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(RE) Amount of Capital Loss Carry-forwards & NOLs
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(RE) State (location where the property is being sold)
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(RE) Is seller's personal residence being sold?
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Other Real Estate Sale Questions

Please answer to the best of your ability.
(RE) Owner Name
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(RE) Property & Assets Location Address/Name
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(RE) Stock or Asset Sale
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(RE) Type of property to be sold
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(RE) Original Purchase Year
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(RE) Depreciation Taken to Date on Equipment being sold
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(RE) Any Non-Depreciable Basis (i.e. Land Price)
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(RE) Personal Marginal Federal Income Tax Rate
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(RE) Any Local Tax Rate
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(RE) Client's percentage ownership
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(RE) Other owners' percentage of ownership, if any
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(RE) Proposed Closing Date (if applicable)
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(RE) Filing Status (Single, Married filing jointly, etc.)
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Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.)
Attachments
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Required Business Sale Questions

In order to create a proper illustration, these questions need to be answered.
(B) Ownership type (C-Corp, S-Corp, Partnership, Trust, Individual)
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(B) How long was it owned this way?
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(B) Sales Price
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(B) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.)
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(B) Do You Know Your Total Cost Basis?
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What Is Your Total Cost Basis?
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(B) Original Purchase Price
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(B) Total Costs of Capital Improvements
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(B) Stock or Asset Sale
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(B) Depreciation Taken to Date on Real Estate being sold
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(B) Amount of Mortgages/Debt Balance to be paid off
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(B) Amount of Capital Loss Carry-forwards & NOLs
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(B) State (location of the business)
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Other Business Sale Questions

Please answer to the best of your ability.
(B) Owner Name
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(B) Business Address/Name
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(B) Type of Business to be sold
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(B) Original Purchase Year
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(B) Value of Intellectual Property, Trade Secrets, Copyrights, Designs, etc.
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(B) Depreciation Taken to Date on Equipment being sold
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(B) Any Non-Depreciable Basis (i.e. Land Price)
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(B) Personal Marginal Federal Income Tax Rate
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(B) Any Local Tax Rate
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(B) Client’s percentage of ownership
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(B) Other owners’ percentage of ownership, if any
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(B) Filing Status (Single, Married Filing Jointly, etc.)
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(B) Estimated Closing Date
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(B) Expected Terms of Sale
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Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.)
Attachments
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Required "Other" Sale Questions

In order to create a proper illustration, these questions need to be answered.
(O) What are you selling?
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(O) Type of sale (stock, asset, etc.)
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(O) Ownership type (C or S-Corp, Partnership, Trust, Individual)
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(O) How long was it owned this way?
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(O) Sales Price
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(O) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.)
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(O) Do You Know Your Total Cost Basis?
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(O) What Is Your Total Cost Basis?
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(O) Original Purchase Price
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(O) Total Costs of Capital Improvements
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(O) Stock or Asset Sale
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(O) Depreciation Taken to Date on Asset being sold
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(O) Amount of Mortgages/Debt Balance to be paid off
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(O) Amount of Capital Loss Carry-forwards & NOLs
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(O) State (location of the asset)
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More "Other" Sale Questions

Please answer to the best of your ability.
(O) Owner Name
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(O) Asset Address/Name
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(O) Original Purchase Year
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(O) Value of Intellectual Property, Trade Secrets, Copyrights, Designs, etc.
{binding displayValue}
(O) Depreciation Taken to Date on any Real Estate being sold
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(O) Depreciation Taken to Date on Equipment being sold
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(O) Any Non-Depreciable Basis (i.e. Land Price)
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(O) Personal Marginal Federal Income Tax Rate
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(O) Any Local Tax Rate
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(O) Client’s percentage of ownership
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(O) Other owners’ percentage of ownership, if any
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(O) Filing Status (Single, Married Filing Jointly, etc.)
{binding displayValue}
(O) Estimated Closing Date
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(O) Expected Terms of Sale
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(O) Is seller's personal residence being sold?
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Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.)
Attachments
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