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Tax preparer client questionnaire 2023

Income Tax Preparation Client Information Questionnaire 2025

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The document is a client information questionnaire for Guardian Tax Services LLC, designed to collect personal, financial, and dependent information necessary for income tax preparation. It includes sections on personal details, filing status, dependent information, health insurance coverage, income sources, deductions, and general questions related to tax filings.

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Click ‘Get Form’ to open the Income Tax Preparation Client Information Questionnaire in the editor.
Begin with Section 1, Personal Information. Fill in your first name, middle initial, last name, and social security number. Indicate your marital status and provide your address details including city, state, and zip code.
Continue by entering your contact information such as home phone, work phone, and email. Specify if you are blind and provide your date of birth along with your occupation.
For joint filings, repeat the above steps for your spouse's information by marking 'T' for taxpayer and 'S' for spouse where applicable.
Proceed to Section 4 regarding Health Insurance Coverage. Answer whether you received any IRS documents related to health insurance and complete any additional required fields.
In the Income section, disclose any income sources such as Social Security benefits or rental income. Follow up with deductions in Section 6 by indicating any child care expenses or student loan interest.
Finally, review all sections for accuracy before submitting. Use our platform’s features to save or share the completed form easily.

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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (60 Votes)
2021	4.7 Satisfied (55 Votes)
2020	4.5 Satisfied (38 Votes)
2019	4.4 Satisfied (23 Votes)
2017	4.7 Satisfied (26 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What does it mean when your taxes are assessed?

Your propertys assessment is one of the factors used by your local governments and school district to determine the amount of your property taxes. All real property, commonly known as real estate, is assessed. Real property is defined as land and any permanent structures attached to it.

What is a client information sheet for tax preparer?

The primary components of a good tax client information sheet include personal identification details (such as name, address, and social security number), financial information (like income sources, deductions, and assets), and specific queries relevant to the clients tax situation.

What information should I give my tax preparer?

Personal information Social Security number or individual tax ID number (ITIN) for you and anyone else on your return. Bank account and routing numbers to get a refund by direct deposit or pay taxes you owe. Your adjusted gross income (AGI) and exact refund amount from last years tax return, if you filed.

How to get answers to tax questions?

Otherwise, you may call the Information Center toll-free at 1-800-400-7115 or visit the nearest California Department of Tax and Fee Administration Field Office. We will respond as quickly as possible. Our goal is to answer all of your questions within 9 business days.

What is a tax questionnaire?

A tax return questionnaire should include fields for capturing income information, tax deductions, expenses, and any other relevant details required for completing tax return forms.

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What is a tax credit questionnaire for?

A Work Opportunity Tax Credit questionnaire can be used to identify employees from targeted groups and assist with completing the prescreening and certification forms. Before hiring, the job applicant should supply their demographic information and answer the questions in the questionnaire.

What information must be maintained by a tax preparer?

6107(b) requires that the tax preparer retain a completed copy of any return or claim for refund or maintain a list with the names and taxpayer identification numbers of the taxpayers for whom the returns or claims were prepared.

Can I call the IRS if I have a tax question?

Copies of forms, publications and other helpful information are also available around-the-clock at the IRS Web site at .irs.gov. You can call 1-800-829-1040 to get answers to your federal tax questions 24 hours a day. Tax forms and instructions for current and prior years are available by calling 1-800-829-3676.