Form
Guardian Consulting Inc. New Tax Client In-Take Form
Please provide the following information to complete our Onboarding process:
Full Legal Name
*
First Name
Middle Name
Last Name
Suffix
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tax Filing (Please select one):
*
Single
Single w/ Dependents
Married/Jointly
Married/Jointly w/ Dependents
Head of Household
Business Owners (Please select one):
LLC
C Corp
S Corp
Sole Proprietor
Social Security Number (Self):
*
EIN/Tax I.D. Number (Business owners only):
Date of Birth Taxpayer:
*
-
Month
-
Day
Year
Date
Date of Birth (Spouse or Partner):
-
Month
-
Day
Year
Date
Social Security Number (Spouse/Partner):
Social Security Number(s) of All Dependents:
Date of Birth(s) for All Dependents:
Spouse/Partner Full Legal Name:
First Name
Middle Name
Last Name
Suffix
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Please select one:
*
Own Home
Rent
Please type in the number of properties owned by Taxpayer:
Referred By:
Signature
Guardian Office Notes Only:
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Submit
Should be Empty: