Proposal Information Request Form

Contact/Owner Name: *

First Name

Last Name

Contact/Owner Phone: *

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Assets to be included in the study:

Structure/Building

Fixtures/Furniture

Machinery/Equipment

Placed in Service Date

MM

DD

YYYY

Purchase Date

MM

DD

YYYY

On-site/Inspection Contact Name:

This will be who our engineer and project manager contact to set up and complete the inspection if you engage us after the FREE analysis.

First Name

Last Name

On-site/Inspection Contact Phone:

This will be who our engineer and project manager contact to set up and complete the inspection if you engage us after the FREE analysis.

(###)

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CPA Name

We will send the analysis to you and your CPA to discuss. If you do not have a CPA, please type N/A. We would be happy to recommend you CPAs we work with locally and nationwide.

First Name

Last Name

CPA Phone:

We will send the analysis to you and your CPA to discuss. If you do not have a CPA, please type N/A. We would be happy to recommend you CPAs we work with locally and nationwide.

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Is this tax study time sensitive?

Yes

No

Date Due to CPA

MM

DD

YYYY

Extension Filed

Yes

No

Documents Submitted

HUD Statement

Federal Tax Depreciation Schedule

Schedule of Renovations / Improvements

Other

None - Sent via Email