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203-922-1742
1 Enterprise Drive, Suite 210 Shelton, CT 06484

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Wealth Framework
Solutions
Who We Help
The Hub & Resources
- Resources
- Academy
- Book
- Guides and Tools
- Videos
- Case Studies
About
Take the Assessment

Landmark CPA Group LLC

Wealth Framework
Solutions
Who We Help
The Hub & Resources
- Resources
- Academy
- Book
- Guides and Tools
- Videos
- Case Studies
About
Take the Assessment

Apply to Work With Landmark

Landmark is built for investors and business owners who want proactive decisions—not simply a tax return after the year is over. Complete this application and our team will recommend the most appropriate next step.

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Apply to Work With Landmark

What Happens Next

Our team will review your answers. Depending on your needs, we may recommend the Hub, Tax Ready REI, a paid consultation, a planning engagement, tax preparation, advanced coordination or a trusted specialist.

Let’s Get Started

Complete our Client Intake Form so we can better understand your current situation, service needs, and whether Landmark may be the right fit.

Full Name *

Email Address *

Phone *

State *

Preferred Contact Method *

1. Which best describes you? *Business owner or entrepreneurReal estate investorShort-term rental owner or prospective buyerHigh-income W-2 employee or executivePassive investor in syndications, private equity, or real estate fundsReal estate developer, builder, or contractorMedical, legal, financial, or other professional practice ownerOther

2. What is your approximate annual household income? *Under $250,000$250,000–$500,000$500,000–$1 million$1 million–$2 millionMore than $2 million

3. How many businesses, rental properties, or investment entities do you currently own? *None yet12–34–67–10More than 10

4. Which types of entities or investments do you currently have? *Sole proprietorship or single-member LLCPartnership or multi-member LLCS corporationC corporationLong-term rental propertiesShort-term rental propertiesReal estate syndications or private investmentsReal estate development projectsTrusts, family entities, or estate-planning structuresI am not sure how my entities are structured

5. Which client profile best describes your current situation? *Entrepreneurial business owner with multiple entities or revenue streamsActive real estate investor building a rental portfolioHigh-income individual considering a short-term rental tax strategyHigh-income or high-net-worth passive investorReal estate syndicator, developer, or operatorInvestor who needs better bookkeeping and financial organizationBusiness owner or investor looking for a more proactive CPA relationshipI am not sure

6. What are your primary tax or financial concerns? *I believe I am paying more tax than necessaryMy current CPA is reactive rather than proactiveI need year-round tax planningI need help organizing multiple businesses or entitiesI am considering purchasing a short-term rentalI need help qualifying for real estate professional or material participation statusI want to understand cost segregation and depreciation strategiesI receive multiple K-1s and need help understanding the tax impactMy bookkeeping or financial reporting is not reliableI need help coordinating tax, investment, retirement, and estate-planning decisions

7. Which services are you interested in?Business and personal tax return preparationYear-round tax planning and strategyShort-term rental tax strategyReal estate professional status planningCost segregation and depreciation planningEntity structure and compensation planningPassive investor and K-1 tax planningBusiness advisory or outsourced CFO servicesTax Ready REIAdvanced wealth and retirement planning strategiesA comprehensive Landmark Wealth Framework review

Tax Ready REI: Landmark's bookkeeping and financial operating system for real estate investors. It helps organize property- and entity-level accounting, standardize records, track transactions properly, and keep the books ready for tax planning, tax preparation, financing, and investment decisions throughout the year.

8. How would you describe your current accounting and tax situation? *My records and tax filings are organized and currentMy tax returns are current, but I need more planningMy bookkeeping needs improvementI have multiple entities and no consolidated financial pictureI have unfiled or late tax returnsI am dealing with IRS or state tax noticesI am changing CPAs because my current relationship is not workingI am starting a new business or investment strategy and want to set it up correctly

9. What level of professional support are you looking for?Tax return preparation onlyOccasional strategy meetings as neededYear-round tax planning and advisory supportOngoing bookkeeping, reporting, and tax coordinationComprehensive financial and wealth strategy coordinationI am not sure and would like a recommendation

10. How soon are you looking to begin working with a new tax or advisory firm? *ImmediatelyWithin the next 30 daysWithin the next 60–90 daysBefore purchasing a business or propertyBefore year-end tax planningFor the next tax filing seasonI am gathering information and not ready to begin yet

READY TO BUILD WEALTH WITH A STRATEGIC TAX PLAN?

Let’s discuss your goals and explore proven tax strategies that help you keep more, invest more, and build lasting wealth.

Apply to Work With Landmark →

Proactive tax planning for real estate investors, syndicators, and high-income professionals seeking long-term wealth creation.

WEALTH FRAMEWORK

Framework Overview Stage 1 — Tax Ready Books Stage 2 — Year-Round Tax Planning Stage 3 — Strategic Tax Reduction Stage 4 — Cash-Flow Optimization Stage 5 — Wealth Accumulation Stage 6 — Asset Protection Stage 7 — Legacy

SOLUTIONS

Ways to Work With Landmark Services Tax Ready REI Year-Round Tax Planning Strategic Tax Review Advanced Wealth Coordination Work With Us

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CONTACT

203-922-1742 admin@landmarkcpagroup.com

1 Enterprise Drive, Suite 210
Shelton, CT 06484

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