2027 Tax Season Intake Form — SafeTax Lockhart

Full Name *

Email *

Guardian Ops LLC operates Safe Tax Lockhart. You may choose tax-service text messages using the optional SMS consent checkbox below. Providing a phone number or submitting this form does not enroll you in SMS.

Phone *

Preferred Contact Method

Phone Call

Text (SMS

Tax Filer Status *

Tax Year / Service

Are You Filing With Dependents?

Yes

Upload W-2s, 1099s, Photo ID (PDF, JPG, PNG)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 8 files Files )

How did you hear about us?

Notes / Special Instructions:

Optional tax-service SMS consent

I consent to receive non-marketing text messages from Guardian Ops LLC, operating Safe Tax Lockhart, about tax appointments, document reminders, tax-preparation updates, and customer support at the phone number provided. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out. Consent is optional and is not a condition of booking or purchasing services.

Optional. Leaving this box unchecked does not prevent submission.

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