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At LV Maxim, we are always looking for outstanding commercial RE agents. To learn more, send us an email at [email protected] Or fill the below form

Taxpayer Information

Tax Mitigation Pre-Consultation Call Information Form To; Defer, Reduce or Eliminate Capital Gains Taxes

First Name

Last Name

Marital Status

Married Single Unmarried

Email address

Phone Number

Street Address

City

State

Zip Code

Introducer Information (Agent/Advisor/CPA/Attorney)

First Name

Last Name

Email Address

Phone Number

Describe the tax situation being submitted

Message

Earned Income

Do you have individual income that needs to be added to the tax analysis?

Yes No

If your answer is "Yes," please fill in the input field below. If your answer is "No," proceed to the next step

W2 Income $

1099 Income $

Dividends $

Deductions $

Number of Dependents

Capital Loss Carry-Forward $

Pass-through Income (LLC, S-Corp)

No LLC S-Corp

Capital Gains

Do you have capital gains income that needs to be added to the tax analysis?

Yes No

If your answer is "Yes," please fill in the input field below. If your answer is "No," proceed to the Cost of Sale Field

Cost of Sale %

Purchase Date

Whole Company Sale

Yes No

Are you selling the following assets?

Personal Residence

Yes No

If yes

Sales Price $

Debt $

Basis $

Capital Improvements $

Depreciation $

Currently in Escrow?

Yes No

Investment Property

Yes No

If yes

Passive Investor

Operational Employee

Sales Price $

Debt Amount: $

Basis: $

Capital Improvements: $

Depreciation: $

Currently in Escrow

Yes No

Stock

Yes No

If Yes

Sale Price $

Basis $

Assets or Equipment

Yes No

If yes

Sale Price $

Debt $

Basis$

Depreciation $

Accounts Receivable

Yes No

If yes

Sales Price

Basis

Inventory

Yes No

If yes

Sale Price $

Debt $

Basis $

Depreciation $

Good Will and Intangibles

Yes No

If yes

Sale Price

Basis

Depreciation

Debt

Any additional information you would like us to know?

Would you like to start a new project?

Feel free to talk with us!

Maximize your real estate value today. Contact LV Maxim Group for expert guidance on tax-efficient strategies and value-add opportunities. Schedule your consultation now!

LV Maxim Group specializes in real estate tax mitigation and value-driven investments. Contact us today!

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Our Services

Contact us

800-851-2197

[email protected]

159 Crocker Park Boulevard, Suite 400, Weslake, Ohio 44145, USA

Join Our Team

Taxpayer Information

Tax Mitigation Pre-Consultation Call Information Form To; Defer, Reduce or Eliminate Capital Gains Taxes

Would you like to start a new project?

Feel free to talk with us!

Quick Links

Our Services

Contact us

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