ALPINE
Tax & Accounting Services
Tax Preparation • Bookkeeping • Payroll
Client Intake Form
1
Return Type
2
Tax Info
3
Contact & Banking
4
Review & Sign
What type of return are you filing?
Select the option that applies to you. This determines which fields you'll complete in the next steps.
Individual / Joint Return
For individuals or married couples. Covers W-2 income, 1099s, personal deductions, and dependents.
Corporation / Business
For S-Corps, C-Corps, LLCs, and partnerships. Requires EIN and partner/owner information.
Client & Family Information
Enter your information, your spouse if filing jointly, and any dependents you are claiming.
Business Information
Provide your entity details and a complete list of all partners or owners with any ownership stake.
Contact & Bank Information
We'll use this information to reach you, mail your return if selected, and deposit any refund.
Review & Sign
Check your information below, then sign and submit. Click "Edit" on any section to make changes.
By signing below, I certify that all information provided is accurate and complete to the best of my knowledge. I authorize Alpine Tax & Accounting Services to prepare and file my return based on this information. I understand that providing false information may result in penalties under applicable tax law.
Draw your signature here with your mouse or finger
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Form Submitted
Thank you! We've received your intake form and will be in touch shortly to confirm your appointment and next steps.