Thank you for your appointment request and interest in engaging Alliant Associates Office LLC (Alliant LLC) to prepare your tax returns.

Please print out and complete the intake quality review sheets found under the tax return filing data tab on our website. The completed intake data review sheets along with your tax  documents, Social Security Card, and tax agency correspondence, if any, need to be sent to us using the secure client portal. The link to the client portal will be sent to you.