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Joseph T. Palmiero, CPA
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Name
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First
Last
Email
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Phone Number
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What is your Zip Code?
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How did you hear about me?
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What real estate strategies are you currently pursuing?
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Long-term rentals
BRRRR
Short-term rentals
House flipping
House hacking
Other
How many investment properties do you own?
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0 - Just Getting Started
1
2-4
5-9
10 or more
What is your current occupation? (Include spouse's, if applicable)
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What is your total annual income? (Not including rental properties)
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Which of the following services are you interested in?
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Tax Planning & Strategy
Tax Preparation
Accounting System Setup
Monthly Accounting
Have you filed your taxes for 2023?
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Yes
No
Would you be open to filing an extension in order to start working with me?
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Yes
No
Maybe
Please describe your real estate goals in the next 1-3 years.
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Please share anything else that will help me prepare for our meeting.
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