FORMFIT-1
The Fit FinderWessels Realty & Tax Advisors · Revere, Massachusetts

Which tax strategy fits you — or whether one does at all.

Six quick questions, about 90 seconds. We'll tell you straight which of our strategies applies to your situation — and if none do, we'll tell you that too. Nothing here is stored until you submit.

PART I YOUR SITUATION
Q-1

What best describes where you are right now?

This tells us which strategy to check first.
I'm a high earner and I pay too much in taxW-2 income, few deductions, no rental property yet
I already own — or am buying — rental propertyand I want the losses to actually help my tax bill
I'm selling an investment propertyand I don't want to hand the IRS the gain
I just want a real estate–savvy CPA year-roundsomeone who plans, not just files in April
Q-2

Roughly what's your household income?

W-2 wages plus any business income. Ballpark is fine.
Under $200,000
$200,000 – $350,000
$350,000 – $750,000
$750,000+
Q-3

Do you already own investment real estate?

None yet
1–2 properties
3 or more
Q-3b

Any of these true about the property you own?

Check all that apply. Either one can be worth money on its own, separate from everything else here.
I’ve never had a cost segregation study doneon any property I own
I’m renovating one now, or plan to within a yearroof, windows, HVAC, kitchens, systems
Neither / not sure
Q-4

The strategies that offset W-2 income take real hours — about 100+ a year. Could that happen?

Honesty helps you here. If the answer is no, a different path may fit better.
Yes — I could put in the hours
A non-working (or lower-hours) spouse couldthis is often the strongest setup
No — I don't have the time
Not sure / doesn't seem relevant to me
Q-5

What's your timeline?

This yearI want it to count for this tax year
In the next 12 months
Just researching for now
Q-6

Where should we send your result?

Your result and the matching guide appear on the next screen — no waiting on an email. We keep your details so Matt can follow up. No spam, no selling your info.
RESULT
YOUR RESULT

This is education, not advice. The Fit Finder is a general self-assessment for discussion purposes only and is not tax, legal, or investment advice. Whether any strategy applies depends on your actual return, the property, and how the activity is run and documented — many people don't qualify, and we'll tell you when that's the case. Tax outcomes are never guaranteed. "Form FIT-1" is a worksheet published by Wessels Realty & Tax Advisors, not an IRS form. Your answers stay in your browser until you submit them with consent. © Wessels Realty & Tax Advisors, Revere, MA.