Legacy Nutrient Deductions Pre-Qualification Questionnaire

Legacy Nutrient Deductions Pre-Qualification

Thank you for your interest in Legacy Nutrient Deductions. This form collects the information we need to evaluate your property and determine eligibility.
PRE-QUALIFICATION NOTICE

This questionnaire determines potential eligibility before issuing a full intake or engagement. Please answer all required questions accurately.

Questions? Call or Text Madelynn Fisher:

(805) 423-5829 | mfisher@accelerate-tbs.com | accelerate-tbs.com
◆ Confidentiality Notice: All information provided is treated as confidential and will only be used to evaluate your eligibility and prepare your Legacy Nutrient Deductions analysis. We never share your information with third parties.
Taxpayer & Contact Information

SECTION 1 OF 7
Full Name:*

First NameLast Name
Entity Name (if applicable)
Example: Owner, Farm Manager
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
IndividualPartnershipS CorporationC CorporationTrust / EstateOther
Schedule FForm 1065Form 1120-SForm 1120Other / Unsure
YesNo
CPA Full Name*

First NameLast Name
Firm Name
CPA Email *
example@example.com
CPA Phone
Please enter a valid phone number.Format: (000) 000-0000.
◆ Authorization: This person has authority to discuss the contracted services and will be engaged in working with Accelerate AgriTax for completion of services.
LAND OWNERSHIP & USE

SECTION 2 OF 7
YesNo
YesNo
How is the land used?*
Please specify*
YesNo
YesNo
YesNo
Acquisition & Timing

SECTION 3 OF 7
PurchasedInheritedGifted
Year land was acquired *
Yes - CropsYes - LivestockNo - IdleUnsure
YesNoUnsure
Nature of Improvements

SECTION 4 OF 7
Type of improvements
Who paid for the improvements?
Acreage & Scale

SECTION 5 OF 7
Approximate total acres *
Estimated total cost of improvements
Documentation & Cooperation

SECTION 6 OF 7
YesNoUnsure
YesNoUnsure
YesNoUnsure
YesNo
Review & Submit

SECTION 7 OF 7
Additional Comments
Any other details that might help us evaluate your property?
Consent to contact:

May Accelerate AgriTax reach out regarding this engagement, including agreements, through text message and email?
Authorization:

By submitting this form, I understand this questionnaire is for preliminary eligibility screening only and does not guarantee qualification for a Legacy Nutrient Deduction.

My answers are true and correct to the best of my knowledge.
Should be Empty: