Income Tax Preparation Client Information Questionnaire 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1: Personal Information. Fill in your first name, middle initial, and last name. Ensure you enter your Social Security Number accurately.
3. Indicate your marital status by selecting the appropriate option. Complete your address details including street, city, state, and zip code.
4. Provide contact information such as home phone, work phone, and email. If applicable, indicate if you are blind and provide your date of birth.
5. Continue through the form by answering questions regarding dependents in Section 3 and health insurance coverage in Section 4. Be thorough with each field to ensure accurate tax preparation.
6. In the income section, disclose any relevant income sources and deductions. This includes Social Security benefits, rental income, and child care expenses.
7. Finally, review all sections for completeness before submitting your questionnaire for processing.

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