READY TO FILE? START HERE.
TAX PREPARATION BUILT AROUND YOU
Individual, self-employed, and business tax preparation handled virtually for clients nationwide. ALLG combines a streamlined filing process with careful review, clear communication, and personalized support from intake through filing.
HOW FILING WITH ALLG WORKS
01
START YOUR TAX INTAKE
Complete the secure ALLG Tax Client Intake Form and upload the documents you already have. This gives ALLG the information needed to begin your return.
02
WE REVIEW EVERYTHING
ALLG reviews your information and documents. If anything is missing or additional documentation is needed, we’ll let you know exactly what to provide.
03
REVIEW, SIGN & FILE
Once your return is prepared, you’ll review your tax documents and complete the required signatures. After final ALLG review and approval, your return is submitted electronically when eligible.
WHAT YOU’LL NEED TO FILE
IDENTIFICATION
Valid government-issued photo ID and Social Security cards for everyone included on the return.
DEPENDENTS
Birth certificates, Social Security cards, and proof of residency dated within the last 30 days or other applicable dependent documentation.
INCOME DOCUMENTS
W-2s, 1099s, and all other income documents received.
SELF-EMPLOYMENT
Bank statements, Cash App/Venmo/Zelle or other payment records, 1099s, income records, receipts, supplies/materials, mileage/travel, phone/internet, rent/utilities/home-office expenses, and other business-related expenses.
HEALTH & EDUCATION
Forms such as 1095-A, 1098-T, and any other tax documents that apply to the client’s situation.
PRIOR BALANCES & REFUND
Current IRS notice, account information, or screenshot showing any IRS balance owed, plus bank name, routing number, account number, and checking/savings for refund deposit.
Your individual tax situation may require additional documentation. ALLG will let you know if anything else is needed after reviewing your intake.