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, Secure 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 25 minutes of your time, so please have all your tax documents organized before starting.

Click this link for a checklist of all documents needed. 

Should you have any questions or require assistance, our dedicated team is here to help. You can reach us at 888-277-2229 or via email at Docs@ALPFirm.com.

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

Sincerely,

The Firm Team 

Save docs@ALPFirm.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 Team

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IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS PLEASE EMAIL THEM TO DOCS@ALPFIRM.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 sign the consent.

The undersigned hereby consents to the use; by ALP FIRM, 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, 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 – SERVICES RENDERED

At ALP Firm, we value the trust and relationship we have with each of our clients and are committed to providing professional, accurate, and timely tax preparation services.

By engaging ALP Firm, you acknowledge and agree that tax preparation is a professional service rendered, and all fees are earned upon completion of the work, regardless of the outcome of your tax return or refund status.

Payment Responsibility
You may choose to pay your tax preparation fees using one of the following methods:

• Cash
• Check
• Money Order
• Credit or Debit Card
• Deduction from your tax refund*
  
  

*If you elect to have your preparation fees deducted from your refund and your refund is delayed, reduced, intercepted, offset, or not issued for any reason, you remain fully responsible for payment of all preparation fees.

Acknowledgment of Obligation
By signing your tax return and/or this consent, you authorize ALP Firm to collect payment for services provided and agree that payment is due regardless of whether a tax refund is received.

If payment has not been received within 90 days of the expected refund date, and no payment arrangement has been made, ALP Firm reserves the right to:

Initiate collection procedures, and/or
Debit the authorized bank account on file, where applicable
Communication & Resolution

Our goal is always to work collaboratively with our clients. If you experience a delay or issue with payment, please contact our office immediately so arrangements can be discussed.

Your signature confirms that you have read, understand, and agree to the terms outlined above.