Comprehensive CPA Interview Questionnaire for Real Estate Investors Introduction Script “Thank you for your time today. I am a real estate investor seeking a strategic tax partner, not just a tax preparer. I’m looking for someone who can provide proactive guidance throughout the year to help optimize my tax position while ensuring compliance. This conversation […]
Comprehensive Real Estate Investor Legal Team Questionnaire Introduction Script “Hello, I’m [Your Name], a real estate investor building my professional team. I was referred to you by [Source] and would like to understand if your expertise aligns with my needs for sophisticated real estate investment structures and transactions.” I. ASSET PROTECTION & ENTITY STRUCTURING ATTORNEY […]