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  • Complimentary Property Tax Impact Analysis™

    Estimated Completion Time: 5–10 Minutes

  • Contact Information

  • Format: (000) 000-0000.

  • Property Information

    Please provide basic information about the property being evaluated. This information helps us understand the property's location, classification, and anticipated sale timeline.

  • Ownership Information

  • When was the property acquired?*
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  • Property Use & Occupancy History

  • Is this property currently your primary residence?*
  • Is the property currently occupied by the owner?*
  • Has the property ever been rented?*
  • Is the property currently rented?*
  • Have you ever claimed a home office deduction for this property?*
  • Have you previously claimed a home sale exclusion within the past two years?*

  • Sale Information & Client Objectives

    This section helps us understand your anticipated sale, primary concerns, and planning objectives. The information provided will help identify potential tax considerations and planning opportunities before a property is sold.
  • Has the property been listed for sale?*
  • Is the property currently under contract?*
  • Would you like the opportunity to discuss your assessment results during a complimentary review consultation?*

  • Basis, Improvements & Documentation

    This section helps evaluate the property's estimated basis, documentation readiness, and potential planning opportunities before a sale occurs. Please provide your best estimates where exact information is not readily available.
  • Have you made significant improvements to the property during ownership?*
  • Which improvements have been made? (Select all that apply)
  • Do you have records supporting these improvements?*
  • Do you have a copy of the original purchase closing statement?*
  • Do you have property tax records available?*
  • If the property was rented, do you have depreciation schedules available?*
  • If the property is owned by a trust or estate, are the trust or estate documents available?*

  • Review & Submit

    Thank you for completing your Property Tax Impact Analysis™ assessment. Please review your responses before submitting. The information provided will help us identify potential tax considerations, planning opportunities, and documentation needs associated with your property sale.
  • If additional information is needed, how would you prefer we contact you?*
  • After your assessment is submitted: • Your information will be reviewed. • A preliminary Property Tax Impact Analysis™ will be prepared. • Potential tax considerations, planning opportunities, and documentation needs will be evaluated. • You may be contacted if additional information is needed. • If requested, a complimentary review consultation may be offered.
  • This assessment is provided for educational and planning purposes only. It is not legal advice, tax advice, or a substitute for individualized tax planning. Actual tax consequences may vary depending upon your specific facts and circumstances.
  • Andre Roberts, CTEC Founder | iTax Compliance Tax Compliance • IRS Representation • Advisory Services 213-590-3411 info@itaxcompliance.com
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