00 · The free starting point

Before we prescribe the work, we establish the decision.

Readiness captures the facts, exposure, records, and date that matter. It routes only. No technical conclusion is implied, and “not a fit” is a valid answer.

STR Tax Readiness

Tell us what is in motion—and what happens if it goes wrong.

This is a qualifying intake, not a generic contact form. Give us the facts in front of you and the date that matters.

Prefer a short conversation?Book a 20-Minute Fit Call ↗

01What's bringing you here right now?Primary routing question02What's the most important date or deadline tied to this?03How many STR properties do you currently own?04Have you had a cost segregation study completed, planned, or under consideration?06Do you currently work with a CPA on your STR activity, and are they confident in the treatment?07Approximately how much is at stake if the tax treatment turns out to be wrong, or if this decision goes the wrong way?08Are your records (returns, closing statements, participation logs, etc.) generally available if needed?09What best describes your typical guest stay?10Are you looking for a one-time answer, or ongoing year-round support?11What would be most helpful right now?Secondary routing question

Contact information

NameEmailPhone optionalHousehold income bandState of residence

Not every situation is a fit. If yours isn't, we'll tell you directly and point you to a better resource.