• Allegiant Start Here — Service Request & Consultation

    Not sure where to begin? Complete this short request and Kyle will review your situation and point you to the appropriate next step. Use it for tax preparation, tax planning, bookkeeping, payroll, tax notices, extensions, or help choosing an intake form. For your security, do not enter Social Security numbers, dates of birth, bank or account numbers, passwords, employee records, or sensitive tax-document details. Allegiant will provide secure upload or drop-off instructions if records are needed. Submitting this form does not create a client relationship, engagement, or authorize work or filing. Allegiant Tax Preparation, LLC; allegianttaxprep@gmail.com; (616) 541-5158.

  • Common Contact & Service Selection

  • Format: (000) 000-0000.
  • Have you worked with Allegiant before?*
  • Preferred contact method*
  • Preferred weekday for a call
  • Best time to contact you

  • Bookkeeping Details

  • Entity type
  • Approximate monthly revenue
  • Approximate total transactions per month, income and expenses combined*
  • What bookkeeping system do you currently use?*
  • How far behind are the books?*
  • Are personal and business transactions mixed together?*
  • What support are you considering?*

  • Payroll Details

  • State or states where employees work*
  • Expected number of W-2 employees, including owners on payroll*
  • Current payroll situation*
  • Pay frequency*
  • Desired start timing*
  • Any payroll notices, missed filings, or past-due payroll taxes?*
  • Payroll help requested*

  • Tax Planning or Estimated-Payment Review

  • Main planning needs
  • Do you own or operate a business?
  • Are the relevant records ready?

  • Personal Tax Return

  • Broad income types

  • Business or Self-Employed Tax Return

  • Entity type
  • Records ready

  • Prior-Year Filing

  • Personal returns, business returns, both, or not sure
  • Filing history status
  • Records available

  • Amended Return Review

  • Original return filed
  • Personal, business, both, or not sure

  • Tax Notice Help

  • Personal, business, both, or not sure

  • Michigan City Tax Help

  • Lived there/Worked there/Both/Not sure

  • Extension Request

  • Personal/Business/Both/Not sure
  • Extension already filed

  • Michigan Business Startup

  • Number of planned owners
  • Current stage

  • Returning Client Update

  • Changes since last filing
  • Records ready

  • Help Me Choose

  • Michigan Sales Tax Support

  • Do not enter SSNs, account numbers, passwords, payment details, or upload tax documents in this general inquiry; secure document instructions will be provided after scope review.
  • Help needed*
  • Filing frequency if known
  • Have you received a Treasury notice?
  • Do not enter SSNs, account numbers, passwords, or detailed financial information.
  • Should be Empty: