info@regencywealthsolutions.com

832 819 4825

Monday–Friday | 9:00 AM – 6:00 PM EST

    This intake form helps us understand your farm assets, equipment purchases, land improvements, and depreciation needs. Please complete all applicable sections.

    Farm Information







    Equipment Purchased



    Equipment Sold or Disposed



    Depreciation




    Land Improvements




    Additional Asset Documents

    Final Notes