HelpMeCFO Introductory Questionnaire
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
How did you hear about us?
Taxpayer Information
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er) with Dependent Children
Taxpayer Occupation(s)
Types of Income Check all that apply:
W2 Employee
1099 self employed
K-1
1099 Dividend
Coaching: Where are we and where are we heading?
Do you have Rental Real Estate
Yes
No
How Many Properties
States Of Rental Properties
Long Term or Short Term (Nightly Rentals)
Long Term
Short Term
Some of Both
Do you want to buy more real estate?
Yes
No
Do you own a business or have equity in a business?
Yes
No
Submit
Should be Empty: