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 with no changes in their rentals (either new ones or the sale of old ones) need only 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 non-fillable PDF.


Rental Property Worksheet

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