YOUR INFORMATION

Complete the form below with the most accurate information so that we have the best information on hand to discuss your tax exposure on capital gains. We will use this data to discover if now is the right time to sell, hold, or create a strategy to defer your taxes on your capital gains.

First Name *

Email *

Property You Are Selling

Assumed Sale Price: $ *

Selling Expenses at: *

Cost Basis: $ *

Cost of Improvements: $ *

Tax Filing: *

Investment Property Homeowner's Exclusion (Married Filling Jointly) Homeowner's Exclusion (Single)

What year was the asset put into service? *

State Tax Calculation

State *

Mortgage Balance

Amount Outstanding: $ *

I can’t wait to speak with you!