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
Full name
*
First Name
Middle Name
Last Name
Business name
Email address
*
example@example.com
Best phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Have you worked with Allegiant before?
*
Yes
No
Preferred contact method
*
Text message
Phone call
Email
Best time to contact you
Hour Minutes
AM
PM
AM/PM Option
What can Allegiant help you with?
*
Please Select
Personal tax preparation
Business tax preparation
Prior-year or catch-up filing
Amended return review
IRS, Michigan, or city notice help
Michigan city tax help
Extension help
Michigan LLC/business-startup help
Tax planning or estimated-payment review
Bookkeeping
Payroll
Personal tax return
Business or self-employed tax return
Returning-client annual update
Bookkeeping plus payroll
Michigan city income tax question
Start a Michigan LLC
I am not sure
Briefly describe your tax request
Briefly describe your business or startup need
Acknowledgment
*
I understand this is an initial request only. It does not create a client relationship or engagement, authorize Allegiant to perform or file anything, or permit me to include sensitive information in this form.
Bookkeeping Details
What type of services or products does the business provide?
*
Entity type
Sole proprietor
Single-member LLC
S corporation
Partnership or multi-member LLC
Corporation
Not sure
Approximate monthly revenue
$0–$10,000
$10,001–$25,000
$25,001–$50,000
More than $50,000
Not sure
Approximate total transactions per month, income and expenses combined
*
0–50
51–100
101–200
More than 200
Not sure
What bookkeeping system do you currently use?
*
QuickBooks Online
QuickBooks Desktop
Spreadsheet or manual records
Other software
No bookkeeping system
Not sure
How far behind are the books?
*
Up to date
1–3 months
4–6 months
7–12 months
More than 12 months
Not sure
Are personal and business transactions mixed together?
*
Yes
No
Sometimes
Not sure
What support are you considering?
*
Initial bookkeeping setup
One-time cleanup or catch-up
Ongoing monthly bookkeeping
Current Profit & Loss or lender reporting
Quarterly tax planning
Bookkeeping plus payroll
Not sure
Biggest bookkeeping problem or goal
*
Payroll Details
Business city and state
*
State or states where employees work
*
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Not sure yet
Expected number of W-2 employees, including owners on payroll
*
0, planning or hiring soon
1–5
6–10
11–25
26 or more
Current payroll situation
*
Setting up payroll for the first time
Already running payroll and may switch providers
Need help correcting or catching up payroll
Comparing options for the future
Pay frequency
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Weekly
Every two weeks
Twice per month
Monthly
Not sure yet
Desired start timing
*
As soon as possible
Within 30 days
Within 1–3 months
More than 3 months from now or exploring
Any payroll notices, missed filings, or past-due payroll taxes?
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No
Yes
Not sure
Payroll help requested
*
Full-service payroll processing
New payroll setup
Switching providers
Federal and state payroll filings and deposits
Payroll notice review or correction
Year-end W-2 or 1099 support
Bookkeeping
Business tax planning
Additional payroll details
Tax Planning or Estimated-Payment Review
Tax year or years involved
*
Main planning needs
*
Estimated tax payments
Withholding adjustments
Business tax planning
Entity structure review
Reduce underpayment surprises
Quarterly planning
General tax questions
Other
Do you own or operate a business?
*
Yes
No
Business or entity type
Are the relevant records ready?
*
Yes
Some of them
No
Not sure
Brief summary of the situation and desired outcome
*
Submit Request
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