Secure Online Submit Form


Our apologies upfront. This submit form is ridiculously long. But there is a bunch of information we need for new clients, or for those who just became landlords.


Existing clients- If you have no changes in your rentals (either new ones or the sale of old ones) you only need to complete the pertinent rental income and expense categories, and any improvements.


There is some excellent information in our KnowledgeBase about how rental properties affect your taxes, depreciation, passive loss limits, repairs versus improvements, LLC ownership, etc. There is also a huge section about Real Estate Professional, and how to qualify.


PDF Link for Online Submit Form This Rental Property Worksheet is also available as a fill-able and save-able PDF. Super easy to complete and upload to us. Click on the button below-



Rental Property Worksheet