Burks CPA
Cost Seg Intake
Reviewer
Open Review
•
Demo Fill
+
Add Component
↓
Export Intake
→
Run Review
Client
Client name
Email
Phone
Marginal tax rate
Property
Street
City
State
ZIP
Property type
SFR
Duplex
Triplex
Fourplex
STR
Small commercial
Heated square feet
Building square feet
Year built
Property use
Parcel / APN
Overall condition
excellent
good
average
fair
poor
Acquisition
Purchase price
Land value
Land allocation method
Client provided
Assessor ratio
Appraisal
Closing statement
Reviewer override
Closing costs
Contract date
Placed in service
Study count
Multi-structure property
No
Yes
Rental type
Long-term rental
Short-term rental
Commercial
Components
1
Supporting Files
0
Closing statement, tax record, photos, notes, or invoices
No files selected.
Signature
Signer name
Method
Typed
Drawn
Typed and drawn
Pricing
Run review to calculate pricing.
$
Prepare Payment
Category
Description
Quantity
Unit
Invoice amount
Condition
excellent
good
average
fair
poor
Ownership
Buyer-owned
HOA/common area
Excluded
Unknown