info@regencywealthsolutions.com
832 819 4825
Monday–Friday | 9:00 AM – 6:00 PM EST
Farm or Business Name
Farm Email
Type of Operation Crop FarmLivestock FarmMixed OperationRanchHomesteadAgricultural Business
Acres Operated
Years in Operation 0-6 months6-12 months1-3 years3+ years
Livestock Categories (select all that apply) CattleGoatsSheepHogsPoultryHorsesOther
Crop Categories (select all that apply) HayCornSoybeansProduceSpecialty CropsOther
Do you participate in a co‑op? YesNo
Select all income types that apply Livestock SalesLivestock Breeding IncomeLivestock CullingCrop SalesCo‑op DistributionsCustom Hire IncomeLand Rental IncomeOther Farm Income
Upload income records
repeater_title1
Select all expense categories that apply FeedFertilizerSeedFuelRepairs & MaintenanceVeterinary & BreedingSuppliesLand RentalInsuranceEquipment RepairsOther Farm Expenses
Upload expense receipts or summaries
Did you purchase any equipment this year? YesNo
List equipment purchased
Upload equipment receipts
Upload co‑op statements (optional)
Bank Name
Account Type CheckingSavingsOther
Upload most recent statement
Card Issuer
Business or Personal? BusinessPersonal
Platform (Square, Stripe, PayPal, Shopify, etc.)
Average monthly volume
Upload reports
Do you have any bookkeeping concerns we should be aware of?
Preferred communication method Phone CallEmailText Message
Best time to reach you Select preferred timeMorning (8am – 11am)Midday (11am – 2pm)Afternoon (2pm – 5pm)Evening (5pm – 8pm)
Δ