TAX DEIVAS LLC - Step 1 - Prospective Tax Client Interview

What services are you interested in? Please select all that apply.

Tax Preparation

Tax Consulting

Tax Advisory

Business Entity Setup

S-Corp Services

Tax Training

How did you hear about Tax Deivas?*

Friend

Family

Facebook

Instagram

Twitter

Event

Webinar

Referral

If someone referred you, please enter their first and last name below. If no one referred you, enter N/A

First Name*

as it is on your social security card

Last Name*

as it is on your social security card

Taxpayer's Date of Birth

Your Social Security Number (SSN)

Optional at this time, but needed if we move forward

Company Name

Primary Email*

Current Address *

Social Media Accounts: Facebook, LinkedIn, Instagram

How are you planning to pay for the tax prep fee?*

Pay Upfront

Fee Taken out of my Refund

Are you currently employed?

Yes

No

If employed, who is your employer?

What is your primary source of income?

Please describe these other sources of income

Can you provide proof of income (e.g., W-2, 1099, pay stubs, or bank statements)?

Yes

No

Did you receive unemployment benefits in the last tax year?

Yes

No

Have you filed taxes before?

Yes

No

Were you audited or had issues with your refund in previous years?

Yes

No

If yes, please explain:

Are you claiming any dependents on your return?

Yes

No

Can you provide documentation to verify dependents (e.g., birth certificates, school records)?

Yes

No

Do you have any additional forms or deductions to report?

Yes

No

If yes, list:

Have you had a refund delay or rejection in previous years?

Yes

No

If yes, explain:

Are you expecting to receive a tax refund this year?

Yes

No

Do you have any outstanding debt that would cause the IRS to offset (take) your tax refund?

If you're unsure, you can determine whether an offset will occur on a debt owed (other than federal tax) by contacting BFS's TOP call center at 800-304-3107 (TTY/TDD: 800-877-8339).

Yes

No

While using a bank product, are you aware that there may be additional fees for this service?

Yes

No

Have you reviewed and signed the engagement letter and refund disclosure statement?

Yes

No

Do you understand that refund timing is subject to IRS processing and is not guaranteed?

Yes

No

Do you understand that providing false or inaccurate information can result in delays, denials, or legal consequences?

Yes

No

Your Occupation(s)

Please select all tax years that you are needing our attention regarding.*

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

Please upload the last 2 years of your tax returns

Are you:*

Single

Married filing jointly

Married filing separately

Head of Household

Qualifying Widow(er)

If married, please provide your spouse's full name as it is on their Social Security Card

Spouse Occupation(s) If applicable

Are you eligible for any tax credits such as Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, Other Dependent Credit, American Opportunity Credit*

If you are claiming any of the above credits for your dependents do you have proof with documents like birth certificate, lease agreement, school records etc.

Income Part 1: Please provide details of all sources of income, including: Wages and salaries (W-2 forms), Self-employment income (1099-MISC, business expenses) Rental income (Schedule E)*

Income Part 2: Please provide details of all sources of income including: investment income, (interest, dividends, capital gains), Retirement income (pensions, annuities, social security) Any other sources of income

Deductions and Credits Part 1: Do you have any deductible expenses? Please provide details, including: Home mortgage, interest Property Taxes, Medical expenses, Charitable contributions, Education Expenses, Business expenses (if self-employed)

Any other deductions you may qualify for?

Are you eligible for any tax credits Part 2: Energy-efficient home improvements, Any other credits you may be eligible for?

Do you own a business or multiple businesses?

Please provide: Business name, Type of business entity ,state business registered in, business website for each business

If you are a business owner, have you filed your Beneficial Ownership Information Report for each business you own with the Financial Crimes Enforcement Network (FinCEN)

At any time during the tax year, did you (a) receive (as a reward, award or payment for property services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?

Sale of Personal Home Part 1: Did you sell your personal home during the tax year? If yes, please provide the following details: Date of Sale: Sale Price: Original purchase price: Any improvements made to the property.

Do you have any specific tax-related concerns you would like to discuss briefly? Any in-depth tax related issues would require scheduling a paid consultation

Is there any additional information you can provide to give a better insight

Step 1 - Prospective Tax Client Interview (Deidra)

Basic Information

Employment & Income

Tax Filing Details

Refund & Payment Information

Client Acknowledgements

Current Tax Application Information

Income

Deductions and Credits Header

Business Information

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