Guardian Tax Solutions, LLC
Maximize Your Refund, Minimize Your Stress: Your Trusted Partner in Tax Returns.
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Schedule appointment
UPLOAD DOCS
About
Services
FAQ
Testimonials
Intake Form
Contact
☎ (678) 490-6889
Guardian Tax Solutions, LLC
Maximize Your Refund, Minimize Your Stress: Your Trusted Partner in Tax Returns.
Home
Schedule appointment
UPLOAD DOCS
About
Services
FAQ
Testimonials
Intake Form
Contact
☎ (678) 490-6889
Intake Form
New Client Intake Form
Returning Clients Please Upload Documents.
Unless your information has changed.
The best and most efficient way to reach us is through technology. Fill out the form and we will reach out to you by the end of the business day.
Client Status
*
New Client
Existing Client
Tax Year
*
If you are filing prior to 2020, please schedule an appointment.
2020
2021
2022
2023
2024
Tax Payer Information
*
First Name
Last Name
Spouse Information
First Name
Last Name
Address
*
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Email
*
Dependent #1
First Name
Last Name
Dependent #2
First Name
Last Name
Dependent #3
First Name
Last Name
Filing Status
*
Single
Head of Household
Married Filing Joint
Married Filing Seperately
Qualifying Widow(er) with dependent child
I'm not sure
Phone
(###)
###
####
Employment Status
*
Employed (W2)
Self-Employed (Sole-Proprietor/LLC/S-Corp)
Self-Employed (1099)
Unemployed
Other
What is your occupation/job title?
*
If unemployed input N/A
Does you or your dependents have tuition expenses?
*
Yes (Please ensure to all upload 1098T's)
No
Did you purchase insurance from the Marketplace?
*
Yes
No
Does anyone in your household own a business?
*
Yes
No
Does/Did anyone in your household home during 2023?
*
Yes
No
Do you have any expenses for child care?
*
Yes
No
Do you have energy star rated improvements to your home?
Yes
No
If applicable select the investing products you bought or sold in 2023.
Option 1
Option 2
If applicable select the investing products you bought or sold in 2023.
*
Stocks
Crypto Currency
Other
N/A
If you used a vehicle for business purposes please enter the year and model below. If not, please enter N/A
*
Acknowledgement
*
I confirmed that all information I entered here is accurate and true. I allow Guardian Tax Solutions, LLC to request my sensitive data like government id, social security number (SSN), and other information. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Yes
Signature
*
First Name
Last Name
Thank you!