Allegiant client forms
Choose the option that best matches what you need. If you are unsure—including questions about a Michigan city income tax return—use the short Start Here form and Kyle will point you to the correct next step.
Choose your next step
Short request forms help Kyle understand the scope. Detailed intake forms are for clients who are ready to provide tax information or have been directed here.
Not sure? Start hereDo 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.
New and current-year personal clients can report city residency, work location, remote-work, and local withholding details in the Personal Tax Intake. Returning clients can report city-related changes in the Annual Update, and Schedule C clients can flag business activity performed in a Michigan city. If you are unsure which form applies, use Start Here.
Review Michigan city tax helpRequest a fit review for a straightforward Michigan LLC filing, guided EIN application, basic tax-classification explanation, and business banking and bookkeeping startup checklist. Do not enter sensitive identity or financial information.
Open LLC setup intakeIf Allegiant prepared your return before, use this shorter annual update form to report what changed—including residence, work location, remote-work, or city withholding changes—and receive the right next step.
Open returning client updateUse this short request when you need a quote, have a general question, need help with a Michigan city return or city tax question, or are not sure which detailed form applies.
Open Start Here formTell Kyle which years may be missing, what records are available, and whether federal, state, or applicable Michigan city returns or tax notices may be involved.
Open prior-year requestUse the detailed personal tax organizer when you are ready to provide information for an individual or family return. The intake includes Michigan city income tax questions when residency, work location, remote work, or local withholding may matter.
Open personal tax intakeStart here if you lived in or worked inside a Michigan taxing city, moved during the year, worked remotely, missed a city return, or received a city notice.
Review Michigan city tax helpUse this detailed organizer for sole-proprietor or single-member business income, expenses, tax information, and Michigan city business activity when applicable.
Open Schedule C intakeUse this dedicated form when a filed federal, state, or city return may need to be corrected. Describe the year, what changed, and any deadline without entering sensitive tax information.
Open amendment review formUse this form when Kyle requests more detail for a complex return, second-look review, or tax-planning engagement.
Open tax review formShare the current condition of your records, how far behind the books may be, and what ongoing support you are considering.
Open bookkeeping consultationProvide your employee count, pay schedule, current payroll setup, and the type of support you may need.
Open payroll formUse this document-upload form only when Kyle has requested tax or business records. No Google account is required. Uploading documents does not begin services or authorize additional work.
Prefer paper? Existing clients may arrange a document drop-off by texting Kyle at (616) 541-5158.
Open secure document uploadNeed 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.