Every fit request is reviewed personally by Johnny Lujan, CPA
Qualification before calendar access

Tell Alpine enough to determine the right next step.

This short form provides the context needed to evaluate your individual Form 1040 work, rental activity, entity or K-1 involvement, timing, and pricing alignment. The form is for qualification and scope - not technical tax analysis.

About two minutes

Tell Alpine about your situation.

Do not upload or paste tax documents, Social Security numbers, or account numbers here.

Portfolio size is one factor. Complexity, record quality, entity structure, and service needs matter more than a fixed property count.

Alpine prepares the individual Form 1040. If a partnership or S corporation return is required, it is handled under a separate engagement with an independent CPA firm.

Starting fee reference

Investor Tax Blueprint: $950.

Individual tax preparation: starts at $1,500.

Annual tax planning and preparation: starts at $3,500.

Are you comfortable with the starting fees shown above?

Submitting this form does not create a CPA-client relationship. Services begin only after a signed engagement letter.