Client Questionnaire

Client Questionnaire

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Contact Name*

First NameLast Name
Name of Owning Entity*
Please be specific
Subject Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Contact Email*
Preferred Contact Phone*
Identify if office, home or cell
Cell Phone
How was property acquired?*
Was property acquired via 1031 Exchange?
If so, what is the net tax basis?
When did you buy, build, or lease this property?*
Month/Year
What is the total cost of property?*
*EXCLUDING LAND VALUE AS OF TODAY
Have there been any improvements since bought or built?*
If Yes, month/year completed?
What improvements were made?
If Yes, what was the total expenditure?
Type Property?*
If Office/Warehouse Combo?
What is the breakdown of office space vs. warehouse?
If Leasehold/Tenant Improvement?
% of Common Areas Owned, if any
Building Square Footage?
Rough estimate is fine
Type Parking?
# of Floors?
# of Parking Spots?
Rough estimate is fine
Depreciation Schedule Available?*
Fixed Asset Schedule
If yes and it's available, please upload it here!

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Total Property Acreage?
Owner's Marginal Tax Rate?*
If none given, 39.6% is assumed
Owner's State Tax Rate?*
If applicable
Federal Income Taxes*
Have you owed AND paid taxes in the past 3 tax years?
Subject to AMT?
If you don't know what this is, you aren't
Construction Drawings Available?*
If so, identify what's available
Construction Invoices or AIA G702 & G703 available?
Lowers our fee if available
If yes and they are uploadable you may do so here.

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Are you under a tax due deadline? If so, when?
If within 60 days, please identify date
General Comments:
Share any additional details here
Consultant Name (if applicable)
Enter the message as it's shown*
Please rate the ease of use for this form.
Time/Date Stamp

MonthDayYearHourMinutesAM/PM Option
Should be Empty: