Country
Will you claim the CHILDCARE DEDUCTION for this tax year?
Cash Contributions (If over $500)
Are you or your spouse listed as the Social Security Representative Payee for this dependent?
Is this the dependent(s) expected to recover in the next year?
Will you claim the DEPENDENT CARE DEDUCTION for the disabled dependent
Did you pay out of pocket for any uncovered Medical Expenses for the disabled dependent
At any time during 2024, did you or your spouse: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (of a financial interest in a digital asset)?

Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Accounting Method
If yes, did you or will you be filing all required 1099 forms?

Affidavit for No Receipts OR Profit and Loss Statement

I declare that the above information is true and accurate to the best of my knowledge.

CLIENT NON-PAYMENT / OFFSET CLAUSE

We strive to assist all of our clients with their tax needs; however, we understand that unexpected situations may arise. If your refund is offset by the IRS, student loans, child support, or if your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement, you acknowledge that if payment is not made in full within 30 days, legal action may be taken to resolve the balance.

I give Guardian Angel Tax Services and/or its affiliates permission to prepare all forms related to my tax return, and I have signed all necessary documents to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Guardian Angel Tax Services and/or its affiliates are not responsible for any misrepresentation or false claims.