What services are you interested in? (select all that apply)*

Tax Preparation

Tax Consulting

Tax Advisory

Business Entity Setup

S-Corp Services

Tax Training

IRS Notice or Letter Received

Unfiled/Back Taxes

Audit Representation or IRS Defense

Tax Debt Relief / Installment Agreement

Tax Return Review

Bookkeeping / P&L Creation

Estate & Legacy Planning

How did you hear about Tax Deivas?*

Friend

Family

Facebook

Instagram

Twitter

Event

Webinar

Referral

Other (please specify)

First Name*

Last Name*

Primary Email*

Phone Number*

Current Address*

Social Media Profiles

Occupation(s)*

Are you self-employed?*

Yes

No

Which tax years do you need help with?*

2025

2024

2023

2022

2021

2020

2019

I’m not sure

Did you receive an IRS Letter or Notice?*

What is your current filing status?*

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Surviving Spouse

Are you claiming Earned Income Credit, Child Tax Credit, or similar?*

Do you have proof for any dependents you’re claiming (birth cert, school docs)?*

Income Part 1: Earned & Business Income Check all that apply.*

W-2 wages

Self-employment / Schedule C

Business income (LLC, S-Corp, Partnership)

Rental income / Schedule E

1099 income (NEC, MISC, K-1, etc.)

Other earned income

Income Part 2: Other Income Sources Check all that apply.*

Interest

Dividends

Capital gains / investments

Pensions or retirement income

Social Security (SSI/SSDI)

Annuities

Alimony received

Legal settlements

Other income

No additional income sources

Did you receive over $600 via PayPal, Zelle, Venmo, etc.?*

For tax year 2025, did you exceed $20,000 and 200 transactions on any payment app?*

Did you sell, trade, or receive any digital assets or crypto?*

Deductions (List Only) Check all that apply*

Mortgage interest

Property taxes

Charitable donations

Medical expenses

Education expenses

Childcare expenses

State or local taxes paid

Other deductions

None of the above

Are you eligible for energy-efficiency or other special tax credits?*

Do you own a business or multiple businesses?*

Company Name (if applicable)

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

EIN

Business Type

State Registered

Date Business Started

Industry

Do you have partners or shareholders?

Do you currently use accounting software for your business?

Do you currently have a Profit & Loss (P&L) statement?

Did you have common self-employed business expenses?

Do you track business mileage or home office expenses?

Did you issue 1099s to contractors?

Do you have employees?

Are your business tax filings generally up to date?

Do you currently owe the IRS for business taxes?

Anything else you’d like us to know at this time?*

Final Acknowledgment

Client Acknowledgment & Signature

Final Acknowledgment

I confirm that the information I have provided in this intake form is true and accurate to the best of my knowledge.

I understand this form is used for screening purposes only and does not constitute tax preparation, tax advice, or an engagement agreement. If accepted as a client, additional information, documentation, and agreements will be required before services begin.

Deanna Smith

1 Select Time & Date

👑 Deiva Fit Session with Deanna

2 Your Details

✨ “Deiva Fit Session” with Deanna

Business Details (If Applicable)

Business Financial Overview (Screening Only)

Business Compliance Overview (Screening Only)

Final Acknowledgment

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