CPA Partner Intake

Send a client file without building your own intake process.

Use this form when you want SegBasis to review a client property, collect the basic facts, and coordinate the next step in a way that fits your CPA-client relationship.

Helpful before you submit:

CPA firm and contact information
Client / entity name
Property address, state, and type
Purchase price / basis range and placed-in-service year
Your preferred coordination path with the client

Want the faster general version instead? Use the standard Request Snapshot form.

CPA / advisor name

CPA firm

Phone

Client / entity name

Client contact name (optional)

Client email (optional)

Client phone (optional)

Preferred coordination path

Property type

Property state

Property address

Purchase price / basis range

Placed-in-service year

What do you want from SegBasis?

File notes

Optional uploads

I confirm I have permission to share this client/property information with SegBasis for intake review. I agree to be contacted about this SegBasis partner request.

SegBasis reviews fit first. Tax-return implementation, elections, and filing decisions remain under the client’s CPA / tax advisor relationship.