Allegiant client forms
Tax questions, business support, or another year with Allegiant—begin with Start Here. Choose what you need in one form, and Kyle will follow up personally.
Choose your next step
You do not need to pick a separate inquiry form for each service. Start Here helps Kyle understand what you need and confirm the next step.
Do not send Social Security numbers, bank information, passwords, or sensitive tax documents by text, ordinary email, or a general inquiry form. Use the document-upload form only when Kyle requests it.
Tell Kyle what you need, share a few basic details, and receive a personal follow-up. If you are unsure, choose Help Me Choose.
Basic details only. Kyle confirms the scope and price before work begins.
Ready to gather your details?
New and returning clients can organize their details here. Choose personal taxes, self-employment, tax planning, or more than one section. If you only need a quote or help choosing a service, use Start Here above.
Gather personal or family tax details, self-employment income and expenses, and questions for a return review or planning discussion. Choose the sections you need in one form.
Open the combined tax organizerNo Google account required. Documents use the separate secure upload process. Kyle confirms the scope before work begins.
Learn how residency, work location, remote work, and local withholding may affect your next step. City tax details are also included in the combined organizer.
Review Michigan city tax helpNeed help choosing?
Explain what you are trying to handle—including a Michigan city tax return or local tax question—and Kyle will direct you to the appropriate intake or secure upload step.