Our apologies upfront. This submit form is ridiculously long. But there is a bunch of information we need for new clients, or for those who just became landlords.

Existing clients with no changes in their rentals (either new ones or the sale of old ones) need only complete the pertinent rental income and expense categories, and any improvements.

PDF Link for Online Submit Form This Rental Property Worksheet is also available as a fill-able and save-able PDF. Super easy to complete and upload to us!

Rental Property Worksheet