Real Estate Investors

Tell Us a Little About What You Need

Every tax situation is different. Tell us a little about yourself, what you're looking for, and the tax questions or decisions you're facing. We'll review your information to determine whether Florence Tax's services and digital-first approach appear to be a good fit for your needs.

First name

Last name

Phone

City

State

1. What type of help are you looking for? Select all that apply.

2. What prompted you to reach out to Florence Tax? Select the option that best describes your situation.

I have an upcoming tax decision or change in circumstances.

I want to be more proactive about reducing future tax surprises.

My tax situation has become more complicated.

I'm looking for a new long-term tax professional.

I'm dissatisfied with my current tax service.

I received a tax notice or have an unresolved tax matter.

I primarily need someone to prepare my tax return.

Other

3. How would you describe your current tax situation?

Relatively Straightforward

Somewhat complex

Complex, with several sources of income, investments, businesses, or properties

I'm not sure

4. How do you prefer to work with your tax professional?

Primarily Virtually

A combination of virtual and occasional in-person meetings

Primarily in-person

5. Florence Tax uses a primarily digital service model. Are you comfortable working this way? Our clients typically meet with us virtually, upload documents through a secure client portal, communicate electronically, and use electronic signatures.

Yes—I prefer working digitally.

Yes—I'm comfortable working primarily digitally.

Yes—although I may occasionally need assistance.

No—I prefer primarily in-person meetings and paper documents.

Florence tax may not be the right fit for everyone. Our practice is designed around a primarily digital service experience. While in-person appointments may be available when appropriate, clients are generally expected to use our secure client portal, electronic document delivery, and virtual meetings. If you require primarily in-person service or paper-based document management, our service model may not be the best fit for your needs.

6. What are you looking for in a tax professional? Select up to three.

Proactive tax planning and guidance

Accurate dependable tax preparation

Help understanding complex tax decisions

Year-round access when tax questions arise

A long-term professional relationship

Coordination between tax preparation and tax planning

Frequent in-person meetings

Primarily the lowest-cost tax preparation option

Other

7. Is there anything else we should know before reviewing your consultation request?

Briefly tell us about your situation questions, concerns, or upcoming decisions you'd like to discuss.

8. What types of real estate do you own or invest in? Select all that apply.

10. Are you expecting to purchase, sell, or exchange property within the next 12-24 months? Select all that apply.