📌 Section 1: Basic Information

First Name*

Last Name*

Primary Email*

Primary Phone

Company Name

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".

Website

Taxpayer's Occupation

Business Industry

How did you hear about our tax advisory services?

📊 Section 2: Current Tax Situation

Who currently prepares your taxes?

Self

In-house team

CPA/EA

Other

What type of tax return(s) do you currently file? (Check all that apply)

1040 (Individual)

Schedule C (Sole Proprietor)

1065 (Partnership)

1120S (S Corporation)

1120 (C Corporation)

1041 (Estate/Trust)

Other

What was your total income in the last tax year (personal and/or business combined)?

Under $100,000

$100,000–$249,999

$250,000–$499,999

$500,000–$999,999

$1M+

Are you currently behind on any tax filings or owe the IRS or state agencies?

If yes, explain

🏢 Section 3: Business & Entity Information

Do you own one or more businesses?

If yes, how many?

Business entity types (Check all that apply):

Sole Proprietorship

LLC (Single-Member)

LLC (Multi-Member)

Partnership

S Corporation

C Corporation

Nonprofit

Other

Are your business(es) currently profitable?

If no, explain

Do you currently have payroll set up for your business(es)?

If yes, through what platform?

Do you have an active bookkeeping system in place?

💸 Section 4: Income Streams

Do you currently have investment or brokerage accounts?

If yes, with whom?

Do you or your spouse have access to any employer-sponsored retirement accounts?

If yes, what type?

Do you have any retirement accounts you personally contribute to?

If yes, what type(s)?

Traditional IRA

Roth IRA

SEP IRA

Solo 401(k)

Other

🧠 Section 5: Current Tax Strategy Awareness

Have you ever received a formal tax plan?

Do you understand the difference between tax preparation and tax planning?

Do you have an interest in the following?

Reducing your annual tax liability

Increasing business deductions

Entity restructuring

Implementing generational wealth strategies

Preparing for retirement tax-efficiently

Paying children/spouse legally

Creating a long-term tax plan

Staying compliant while saving money

📋 Section 6: Implementation & Mindset

Do you currently have a financial or business advisor?

Are you willing to make business or financial changes if they are proven to lower your taxes?

How involved are you in your financial decisions?

I handle everything

I collaborate with my spouse/partner

I rely on my team or advisor(s)

What best describes your mindset around taxes?

I just want to avoid problems

I want to save as much as legally possible

I’m open to learning and doing what it takes

I don’t think much about taxes unless it’s tax time

How much are you currently spending annually on tax preparation and related services?

Less than $500

$500–$1,000

$1,001–$2,500

$2,501–$5,000

$5,001+

📅 Section 7: Readiness & Timing

Are you looking for year-round support or seasonal help?

Year-round tax advisory and compliance

Seasonal/year-end planning only

Not sure

When would you ideally like to get started with a tax advisory plan?

Immediately

Within 30 days

Within 3 months

Not sure

Are you ready to invest in premium tax advisory services that go beyond basic tax filing?

Yes – I’m ready now

I’m interested, but I need more information

I’m not ready to invest yet

🖊️ Final Notes

What are your top 3 financial or tax-related goals for the next 12 months?

What has been your biggest frustration when it comes to taxes?

Is there anything else we should know to better support you?

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I agree that my electronic signature will be binding and enforceable under applicable law.

I understand that I may request a paper copy of this form or withdraw my consent to sign electronically at any time by contacting help@taxdeivas.com.

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🧾 Tax Advisory Services Prospect Questionnaire

Tax Advisory Interview (Deidra)

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