Request For Quote & Proposal




Fee & Time Quote: We would be happy to provide a proposal for any tax consulting assignment you may have. You may call us or provide the information requested below. Confidentiality: You may leave blank any information you wish, or ask us to call you. Confidential information about clients or potential clients is not provided to third parties without advance consent. Existing Clients: Clients who have previously provided their contact information may type their name and phone, and skip directly to the assignment-specific prompts.


	Your Title
	Mr. Mrs. Ms. Dr.


	Your First Name


	Your Middle Initial


	Your Last Name


	Suffixes


	Company Name


	Job Title


	Street


	City


	State


	Zip


	Business Phone


	Fax Number


	Cell Phone


	Your Email Address


	Your Website Address (URL)


	In which County(ies) is the property located?


	What is (are) the property type(s)? (i.e. Office/Industrial/R&D/Retail/ Residential/Hotel/Land/Agricultural)?


	How many properties are involved in this assignment?


	What is (are) the ownership name(s) on the tax roll?


	Would you like us to analyze the assessment of the real estate, personal property/fixtures, or both (RE, PPF, B)?


	What is the largest $ assessment among the properties?


	What is the smallest $ assessment among the properties?


	Which tax year(s) is (are) at issue?

	When was the most recent four-year audit of the personal property/fixtures (if known)?

	Has the property been sold during the past four years? (If yes, state the date and price)

	What is (are) the approximate age(s) of the building(s)?

	What is (are) the approximate size(s) in square feet of the building(s)?

	Are the properties leased or owner-occupied?

	If leased, how many tenants are there?

	Have assessment appeals previously been conducted for this property during the past four years?

	Any other comments you wish:

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