Please print out, fill out and submit our: Intake interview Quality Review Sheet

Thank you for the print-out and the completion of the intake quality review sheets (intake sheet). Please refer to the appointment tab and contact us on your choice of appointment option. Alliant LLC will establish a share-file account and provide you with the necessary link that will allow you to set-up your “client secure” portal at your end. You will be asked to establish your username and password, and easy access to the portal guide. We appreciate your interest in our tax preparation service.