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  • CLIENT INTAKE QUESTIONNAIRE FORM

  • Personal Information

  • List your name exactly as it appears on your Social Security Card or ITIN documents.

  • Primary Taxpayer

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  • If married filing jointly, enter your Spouse Information

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  • Other Information

  • Dependent Information

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  • Guardian Tax & Business Services Client Questionnaire Form 2

  • What was your Marital Status as of December 31st of the Tax Year you are filing:

  • Fill out Questions 1-5 if married. If not married, skip questions 1-5 and start at Question 6

    • If you are married and want to file a Joint Tax Return with your spouse, select Married Filing Jointly.
    • If you are marreied and don't want to file a together and don't qualify for another filing status, select Married Filing Separately.
    • If you did not live with your spouse, and want to see if you can claim Head of Household, answer question #4a & 4b. If you meet all the requirements in question 4a & 4b, select Head of Household in #7.
    • If your spouse died during the last 2 years (2024 or 2023), answer the question in #5a. If you meet all the requirements in 5a, select Qualifying Surviving Spouse.
    • Note: If your spouse died during the current tax year (2025), and you don't meet the requirements for another filing status, you must file as Married Joint or Married Separate.

  • Fill out Questions 6 if not married. If you are married, fill out questions 1-5 above.

    • If you are unmarried, and don't meet the requirements to file as Head-of-Household, select Single in #7.
    • If you want to file as Head-of-Household answer the questions in #6 to see if you qualify. If you meet the requirements in #6, select Head-of-Household in #7.
  • Guardian Tax & Business Services Client Questionnaire Form 3

  • Income Received

  • You must report all the income you received during the tax year. Read each item carefully, and select either Yes or No. If you received income not listed, enter it in the other box.

  • If receiving a refund back, do you want it direct deposited, if so, enter account info below:

  • Business & Independent Contractor Information

  • Did you receive any of these tax forms or types of business income? Select Yes or No.

  • Other Information

    Please answer the following questions about your business activity to determine if you are operating a business or hobby.

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  • I certify under penalty of perjury that the information on this form is true and correct to the best of my knowledge, and I can provide proof of all information listed if asked by the IRS or State.

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  • Guardian Tax & Business Services Client Questionnaire Form 5
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