Sirnollia Beasley

Sirnollia Beasley

👑 The Virtual Profit Protector & Legacy Queen 💼💰
  • Staff avatar

    ✨ “Deiva Fit Session” - with Sirnollia

    Sirnollia Beasley
    ✨ “Deiva Fit Session” is essential in our tax preparation process. It allows us ...
    Duration: 45 minutes
Select Appointment Type above to see available times
✨ “Deiva Fit Session” with Sirnollia
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💎 Tax Deivas – Preparation + Training + Consulting

Due to recent IRS enforcement and new federal tax rules, it's important we collect accurate and complete information to determine if we're a good fit. Please answer all questions to the best of your ability. If unsure, enter "N/A".

🟩 SECTION 2: Service Needs

🟩 SECTION 3: Referral Source

🟩 SECTION 4: Basic Information

🟩 SECTION 5: Tax Prep Fee

🟩 SECTION 6: Tax Years + File Upload

🟩 SECTION 7: Filing Status

🟩 SECTION 8: Tax Credit Eligibility

🟩 SECTION 9: Income Details

🟩 SECTION 10: Deductions + Credits

🟩 SECTION 11: Business Section

Business Details:

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".

Bookkeeping & Financials:

Compliance Checks:

Advisory Flags (check all that apply)

🟩 SECTION 12: Final Notes & Declaration

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