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
Form Submitted
Thank you! We've received your intake form and will be in touch shortly to confirm your appointment and next steps.