Real Estate Capital Gains Tax Consultation Form

Simplify Real Estate Capital Gains Tax Planning with Paperform

Selling a property involves more than just finding a buyer—understanding the capital gains tax implications is crucial for maximizing your proceeds. Our Real Estate Capital Gains Tax Consultation Form helps real estate agents, tax professionals, and property sellers gather all the essential information needed to assess tax liability and plan accordingly.

This template captures critical details including original acquisition costs, property improvements, holding periods, and primary residence exclusion eligibility. By collecting this information upfront, you can provide accurate tax estimates, identify potential deductions, and connect sellers with qualified CPAs when needed.

Designed for Real Estate Professionals and Tax Advisors

Whether you're a real estate agent offering value-added services, a CPA specializing in real estate transactions, or a financial advisor helping clients with property sales, this form streamlines the consultation process. The structured format ensures you capture all relevant financial documentation, from purchase price and closing costs to major improvements and depreciation records.

Automate Your Tax Consultation Workflow

With Paperform's calculation features, you can build preliminary capital gains estimates directly into the form. Conditional logic adjusts questions based on property type, holding period, and residence status, creating a personalized experience for each client. Connect this form to your CRM, generate follow-up tasks in your project management tool, or automatically schedule consultation appointments—all without writing a single line of code.

Need to go further? Use Stepper to create automated workflows that route consultations to the right tax professional, generate preliminary reports, and send personalized follow-up emails based on the seller's tax situation. For complex cases requiring documentation signatures, Papersign lets you seamlessly transition from data collection to engagement agreements and authorization forms.

This template helps real estate professionals, accountants, financial advisors, and property management firms provide expert guidance during one of their clients' most significant financial transactions. With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect sensitive financial information while delivering a professional, branded experience that sets you apart from the competition.