With over two decades of dedicated experience in customer service and more than twelve years in real estate investing, Sirnollia Beasley has emerged as a seasoned professional in the financial landscape. Her journey, marked by a fervent commitment to helping others, has paved the way for her to become a trusted virtual independent life insurance agent.
Sirnollia's passion for assisting individuals extends beyond the realm of insurance. With a solid foundation in real estate investing, she brings over twelve years of hands-on experience, making her a go-to resource for those seeking financial guidance in the dynamic world of real estate.
In her quest to enhance her expertise, Sirnollia spent over eight years learning invaluable legal tax strategies for business owners under the mentorship of renowned tax attorney and real estate instructor, Mark Kohler. This mentorship has equipped her with a profound understanding of the intricacies of tax planning, positioning her as a Tax Deiva. In 2024, she decided it was time to share her wealth of knowledge and empower business owners with the insights she gained over the years.
Sirnollia specializes in a comprehensive range of financial services, with a focus on retirement income, college planning, advanced wealth, and tax planning strategies. Her mission is to ensure the financial well-being of established retired veterans, entrepreneurs, real estate investors, and realtors, guiding them toward solvency and financial freedom.
With a unique blend of skills, experience, and a genuine commitment to her client's success, Sirnollia Beasley stands as a beacon of financial wisdom and a trusted partner on the journey to financial security.
GET LEGAL, ETHICAL & COMPLIANT TAX PREP
When it comes time to prepare your taxes, you might be worried about whether your income tax returns contain any red flags or mistakes that might trigger a tax audit by the IRS.
Whether you are a wage earner or a business owner, we want to help you file your taxes legally, ethically, and compliantly.
Explore our services below. Once you choose a service that fits your needs please put in the notes section "Tax Deiva Sirnollia". I look forward to helping you in your tax needs.
Our Services
1
New Tax Client Interview
45 minutes
The New Tax Client interview is an essential step in our tax preparation process. It allows us to meet virtually to see if we are a good fit for one another, and gather all the necessary information to accurately assess your tax situation. During the interview, we will ask you a series of questions to understand your tax situation better. This will help us identify potential deductions, credits, and other tax-saving opportunities specific to your tax situation. Please note this time is not a consultation.
2
Business Tax Consultation (Corporate, LLC or Self-Employed)
30 minutes @ $150.00
Whether you're an entrepreneur just getting started and feeling frazzled by filling out a 1099-MISC or corporate tax return, or a seasoned business owner nearing the 4th quarter without your tax papers in order, this Business Tax Consultation can help you get and stay on track. Please do the following to ensure our time together is productive:
• Download the GoToMeeting App to your device at least 24 hours before your scheduled appointment
• Login using a PC or laptop, not a cell phone.
3
W-4 Assistance
20 minutes @ $25.00
Our Services Cont.
4
Tax Planning/Advisory Pre-Assessment
1 hour @ $250.00
The purpose of this consultation is to review the taxpayer's financial situation, understand their goals and objectives, and get information to develop a comprehensive tax planning strategy if the taxpayer so chooses to move forward with the tax planning services we offer.
During the consultation, I will gather relevant information about the taxpayer's income, investments, assets, deductions, and any other financial transactions that may impact their tax liability. This is the first step in tax planning.
5
Tax Fraud Consultation
30 minutes @ $100.00
In a complex landscape of tax regulations, ensuring compliance while guarding against potential fraud is essential. Our Tax Fraud Consultation service offers individuals and businesses expert guidance and support in understanding tax laws, identifying potential vulnerabilities, and implementing robust strategies to prevent fraud. Our team of seasoned professionals provides personalized consultations, comprehensive risk assessments, and practical solutions tailored to your specific needs. With Tax Fraud Consultation, you can safeguard your financial interests, mitigate risks, and navigate tax obligations with confidence.
6
I Need To File Annual Report
30 minutes
Our 'File Annual Report' service takes the hassle out of fulfilling your business's mandatory reporting obligations. Whether you're a small startup or a large corporation, staying compliant with annual reporting requirements is crucial for maintaining good standing with regulatory authorities. With our streamlined process, we handle all the necessary paperwork and submissions, ensuring that your annual reports are submitted accurately and on time. Save time, reduce stress, and focus on growing your business while we take care of your annual reporting needs
Our Services Cont.
7
Help! I Got IRS Mail
30 minutes @ $150.00
Receiving correspondence from the IRS can be an unsettling experience. This appointment is designed to provide you with expert guidance on how to navigate and respond to IRS mail. Whether it’s a notice of audit, a request for additional information, or a notice of a discrepancy in your tax return, we are here to help.
8
I Need To File Back Year(s) Tax Return(s)
30 minutes
A service tailored to individuals or businesses who require expedited assistance with filing overdue tax returns. Our experienced tax professionals efficiently guide clients through the process, ensuring accurate completion of all necessary documentation for previous tax years. Whether facing impending deadlines or simply seeking to rectify past filing oversights, our service offers a swift and reliable solution, enabling clients to meet their tax obligations promptly and with peace of mind.
9
S Corp Consultation and Evaluation
45 minutes @ $150.00
This consultation is to discuss forming an S Corp and also vetting to see if an S Corp election is right for your business. We will meet virtually and I provide a presentation and we talk openly about your business and your business goals. I will ask questions and give my honest, professional advice. Please allow time for our meeting and be in a secure, quiet place where you can focus.
Our Services Cont.
10
Business Tax Strategy Consultation
45 minutes @ $250.00
A Business Tax Strategy Consultation service offers expert guidance and advice to businesses seeking to optimize their tax planning and minimize tax liabilities. We will analyze the financial landscape of the business, identify potential tax-saving opportunities, and develop customized strategies tailored to the specific needs and goals of the organization. These consultations may cover various aspects such as deductions, credits, entity structure optimization, compliance with tax regulations, and long-term tax planning. By leveraging our expertise and staying abreast of ever-changing tax laws, consultants help businesses navigate complex tax environments efficiently, ultimately enhancing financial performance and maximizing tax savings.
11
Business Entity Dissolution Consultation
30 minutes @ $150.00
Business Entity Dissolution Consultation is a professional service that assists business owners in navigating the complex process of dissolving their business entity. Whether it's a corporation, partnership, limited liability company (LLC), or another type of business structure, this service provides expert guidance to ensure a smooth and legally compliant dissolution. Consultants offer tailored advice based on the specific circumstances of the business, helping owners understand their obligations, draft necessary documents, settle outstanding debts and obligations, and comply with regulatory requirements. By availing this service, business owners can efficiently dissolve their entities while minimizing risks and ensuring a clear path forward.
12
Tax Deivas Referral Partner Opportunity Interview
30 minutes
The Tax Deivas Referral Partner Opportunity Interview is a service designed to provide individuals with the chance to explore becoming a referral partner for Tax Deivas, a reputable tax preparation and advisory firm. During the interview, potential partners will learn about the benefits and responsibilities of partnering with Tax Deivas, including potential earnings, support resources, and networking opportunities. The interview process aims to ensure alignment between the partner's goals and values and those of Tax Deivas, fostering a mutually beneficial relationship.
Our Services Cont.
13
Tax Advisory Services Interview
20 minutes
Welcome to the gateway of financial empowerment! At Tax Deivas LLC, we believe that a successful partnership begins with understanding your unique needs and goals. 🌟
Our Tax Advisory Services Interview is designed as a friendly conversation to uncover the intricate details of your financial landscape. We're not just here to crunch numbers; we're here to align our expertise with your aspirations.
14
SearchGuard Pro: BOI Compliance Kickstart
30 minutes @ $147.00
Embark on your BOI compliance journey with our SearchGuard Pro consultation! This appointment is designed to kickstart your understanding of BOI reporting, ensuring every business in your name is accounted for. Please note that this session is not intended for filing the BOI report with FinCEN but focuses on providing valuable insights and guidance to set you on the right track.
15
Individual Tax Consultation (1040)
30 minutes @ $100.00
This is for the wage earner looking to see what tax benefits and credits are out there. If you are feeling frazzled by your tax woes, this Tax Consultation can help you get and stay on track. If you have a business this is not the consultation for you, please schedule accordingly because you will be billed accordingly. Thank you:)