2024 Client Preparation Packet

Client Questionnaire
1. Did you/spouse have health insurance during the tax year? If so, was it through the marketplace?*
2. Did you/spouse receive unemployment during the tax year?*
3. Did you/spouse/dependents attend college during the tax year and receive a 1098T?*
4. Did you pay a mortgage during the tax year and receive a 1098?*
5. Did you/spouse pay any student loans during the tax year?*
6. Did you pay for childcare anytime during the tax year?*
7. Did you/spouse receive any 1099 forms? (Ex: 1099 Mis, 1099 NEC, 1099-G, & 1099-K)*
8.Are you currently in need of Life, Health, Auto, Home, Wind, Flood or Renter's Insurance. If so, please indicate the quotes you would like to receive below.*
Taxpayer Sign*

Clear
Date

MonthDayYear
Date

Tax Refund Disbursement

How would you like your tax refund to be disbursed?
Disbursement Method*
Bank Name
Accountholder Name
Routing Number
(nine digits)
Account Number
Account Type
Would you like to apply for a loan? IF so, which loan would you like to apply for?*
Security Question*
Answer*
Signature*

Clear
Date*

MonthDayYear
Date

Document Uploads:

Please review the list below and attach any and all documents relevant to your tax return. Incomplete submissions will not be processed.
Taxpayer and Spouse Income (W2, 1099, etc.)

Cancelof
Taxpayer and Spouse Identification

Cancelof
Taypayer, Spouse and Dependents Social Security Cards

Cancelof
Should be Empty:

Safeguard Tax Professionals Client Information Sheet