Thank you for choosing our services for your tax needs. We want to ensure a smooth and secure experience for you. Please take a moment to complete this form, and upon finishing, remember to click the "SUBMIT" button at the bottom of the page to send your information securely to our office. Closing your browser before hitting "SUBMIT" will result in the deletion of your data without reaching us. Rest assured, you will receive a confirmation email once we've received your information.

In accordance with federal and state identity theft protection regulations, our firm will request a valid state-issued photo identification card during your engagement, ensuring the highest level of security for both parties.

We take your privacy seriously and employ industry-leading technology, Secured Socket Layer (SSL), to safeguard your sensitive information. Your data will be transmitted securely and cannot be compromised.

We understand that this questionnaire may require up to 20 minutes of your time, so please have all your tax documents organized before starting.

Click this link for a checklist of all documents needed. TAX DOCUMENTS NEEDED

Should you have any questions or require assistance, our dedicated team is here to help. You can reach us at 407-999-2644 or via email at Admin@TheFirmALP.com.

Thank you for entrusting us with your tax matters. We look forward to serving you.

Sincerely,

The Firm ALP Team 

Save Admin@TheFirmALP.com to your email contacts so you don't miss any of our emails.

Personal Credit Setup please complete the following intake sheet and select Tax Credit Bundle so you can get started with the credit restoration process. This form will take about 60 seconds to complete please keep an eye out for an automatic email from CD Manager.

Start Credit Process Now

Thank You 

The Firm ALP Team

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IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS PLEASE EMAIL THEM TO DOCS@THEFIRMALP.COM WHEN YOU HAVE THEM THIS WILL ENSURE NO LONG DELAYS. 

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form to be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore, as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you to email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. 

You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by The Firm ALP Tru Tax, its owner, employees, and staff; of any and all tax return information pertaining to:

• Direct questions, inquiries, or requests you make regarding your tax returns, situation, or issues.
• Requests you make for copies of your documents, figures, numbers, or information.
• Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
• Notification of important tax law changes.
• Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contacts, biographical or geographical information.
• Other reasonable business purposes include but are not limited to appointment reminders, holiday mailings, birthday greetings, and other informational mailings.

The tax information may not be disclosed or used by The Firm ALP Tru Tax, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

CONSENT FOR PAYMENT

We here at The Firm ALP,  value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. By saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*.

*If you choose to have the tax preparation fees taken from your refund and for whatever reason, your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless of whether your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We hope we never have to go this route, so please keep open communication with us so we can work with you!