$10K+
In missed deductions identified by ASI
Per new client, on average.‡
(877) 765-3210
Tax Preparation Services / ACCOUNTING SERVICES
Tax Preparation Services
Ahead of the curve.
Your tax return. A clear next step.
ACCOUNTING SERVICES / WEST JORDAN, UT · WINTER PARK, FLA CLEARER VIEW FORWARD ↓
Ready to simplify your tax preparation?
- 10+ Years’ Experience per Preparer, on Average
- Proactive Tax-Saving Strategies
- Thorough, Detail-Focused Preparation
- Responsive, Year-Round Support
Your return starts with a clear plan.
Tax preparation services for business owners and individuals across all 50 states. Connect with ASI virtually to discuss your returns, records, and next steps.
A CLOSER LOOK / A CLEARER NEXT STEP
Your Next Move Matters
Know The Facts
Among clients who switched to ASI
OVER50%of new clients
Identified missed savings, resulting in lower tax obligations.*
60%of new clients
ASI found errors supporting larger deductions.†
Explore services for your business
THE SUPPORT YOU NEED
Support shaped around your business.
Start with the work you need today, then discuss what else belongs in the scope.
Business & individual taxes
Bring the business and owner tax picture into the same conversation.
Accounting & financial clarity
Discuss the records and reporting needed to understand business performance.
Planning & advisory
Consider growth, investment and the owner’s next move.
Filing & compliance support
Review filing obligations and the questions that need professional attention.
Experience Matters.
Let us go the extra mile for you.
HOW WORKING TOGETHER BEGINS
Here’s How
From your first question to the records needed for your return.
Connect
Tell us about your business and the return you want reviewed.
Set the Plan
Confirm the scope, fees, and next steps.
Dive Deeper
We review your return and records for errors and missed deductions.
Structure a Plan Forward
Understand the findings and agree on your next steps.
ASI ON VIDEO · 30 SECONDS
A short introduction to tax preparation.
Watch this promotional video from our Tax Preparation YouTube channel, then talk with Accounting Services about your business.
Deductions, accuracy and results depend on your circumstances, complete records and applicable rules. No particular tax result is guaranteed.
Watch on YouTube ↗Why Business Owners Stay With ASI.
ASI was the best business decision I could have ever made. Planning ahead is easier than ever before.
John W.
1 of 1
THE ASI READING ROOM
A little clarity. A better next step.
Scroll to explore · Articles open in a new tab
Getting started
Switching tax preparers: plan a clean handoff
What to request, what to explain and how to avoid confusion when changing preparers.
Read articleBusiness returns
Coordinating business and personal tax preparation
Give both sides of your tax picture a clear scope and a shared list of open questions.
Read articleBusiness returns
What to bring to an LLC tax preparation conversation
Explain ownership and tax-election records before anyone assumes how your LLC files.
Read articleBusiness returns
Preparing for your first business tax return
Build a clear timeline of the business before gathering every possible document.
Read articleIndividual returns
A tax-document inventory for self-employed work
Capture the full picture of your work before sorting documents into a filing folder.
Read articleRecords & organization
Missing a tax document? Prepare a recovery list
Identify what is missing, where it should come from and what your preparer needs next.
Read articleRecords & organization
Tax transcript or return copy: clarify what you need
Avoid requesting the wrong record when a preparer asks for prior-year information.
Read articleFiling questions
How to organize an IRS notice for a preparation discussion
Keep the notice, relevant return and response dates together before asking for help.
Read articleFiling questions
Preparing for a review of a previously filed return
Define the concern and gather the original filing before discussing whether anything needs correction.
Read articleGetting started
Understanding the scope behind a tax preparation quote
Compare what the engagement includes before comparing the final price.
Read articlePlanning
Prepare for an estimated-tax planning conversation
Bring payment history and current information before discussing an estimated-tax approach.
Read articleRecords & organization
Sorting mixed business and personal transactions
Create a clear question list when one account contains more than one kind of activity.
Read articleBusiness returns
A year-end handoff checklist for your bookkeeper and preparer
Make report versions, open questions and responsibility clear before preparation begins.
Read articleBusiness returns
Organizing equipment purchase records for your preparer
Preserve the purchase facts before asking how an asset should be treated on a return.
Read articleBusiness returns
Preparing a payroll records handoff for tax season
Keep provider reports, corrections and company records aligned for the preparation discussion.
Read articleFiling questions
Organizing tax records when more than one year is involved
Keep years and filing status separate so a catch-up conversation starts clearly.
Read articleIndividual returns
Questions to ask before signing your prepared tax return
Use the review conversation to understand the return and resolve unfamiliar information.
Read articleRecords & organization
After filing: create a useful tax records folder
Keep the final return, confirmations and follow-up questions easy to find.
Read articleGetting started
How to choose tax preparation services
The questions to ask about scope, fees, records and support before choosing a preparer.
Read articleBusiness returns
Organize your business records before tax preparation
Turn scattered statements, reports and open questions into a clearer preparation handoff.
Read articleVirtual appointments
What to expect from a virtual tax consultation
A simple way to prepare your questions and understand the next step from anywhere in the country.
Read article1 of 21
YOUR NEXT MOVE STARTS HERE
Let’s talk about your tax preparation.
Start with your contact details. Add optional notes about the returns, years or states you want to discuss. ASI will follow up to confirm the scope and next steps.
Start with a few details. No tax documents required.
Helpful Tools
ONLY IF YOU NEED MORE DETAIL
Helpful tools. At your pace.
Check your business readiness
YOUR NEXT STEP / BUSINESS TAX READINESS
Know what to bring to the table.
A short check. A practical preparation list. A more useful conversation with your accountant.
- Identify the records to gather
- Surface questions for your business return
- Connect filing with year-round planning
No tax documents or sensitive financial details needed.
1 of 3 · Your businessAbout 60 seconds
Answers save as you go, even without submission.
YOUR PREPARATION LIST
A clearer starting point.
A preparation guide, not a tax calculation or assessment of eligibility.
Let’s talk through your next step.
Send your checklist and contact details to ASI for follow-up.
Choose your business type
START WITH YOUR BUSINESS
Tell us how your business is organized.
Your legal structure and tax election help ASI understand the questions to ask. Choose your business type to start an inquiry.
Not sure about your tax election? Select “I’m not sure” in the inquiry form. ASI will confirm the applicable scope.
Understand the planning approach
THE VALUE OF A CLEARER PICTURE
Connect accurate filing with the decisions ahead.
By filing time, many decisions that shaped your tax year have already been made. Start the next conversation while choices remain open.
Less uncertainty.
Identify missing information and discuss the scope before work begins.
A connected view.
Bring business records and owner priorities into one conversation.
A useful next step.
Know what needs attention and what to gather for a productive conversation.
Explore planning questions and owner priorities
WHERE OPPORTUNITY STARTS
Questions worth asking before the year closes.
Connect the rules with how the business actually operates. A useful question comes before a recommendation.
01
Business structure
Your entity and the way you pay yourself should be reviewed as your business evolves.
↗02Income & expense timing
Review expected income, planned expenses and cash needs before year-end.
↗03Retirement planning
Compare retirement-plan options against owner goals, employee needs and available cash.
↗04Business investment
Assess equipment and other business purchases in the context of operating needs, financing and tax treatment.
↗TAX STRATEGY EXPLORER
What should be on your radar?
Explore the conversations that can matter as an established business grows.
PLANNING FOCUS / 01
Growing profits. A changing business.
Your entity and the way you pay yourself should be reviewed as your business evolves. The right discussion considers taxes, administration, liability and your next chapter.
BRING TO THE CONVERSATION
Entity documents, ownership details and recent returns.
“What has changed since we chose our business structure?”
Talk through your situation ↗PLANNING FOCUS / 02
Good decisions have a calendar.
Review expected income, planned expenses and cash needs before year-end. Timing choices depend on your accounting method and the applicable rules; a deduction alone is never a reason to spend.
BRING TO THE CONVERSATION
Year-to-date financials and your planned purchases.
“Which decisions need to happen before the year closes?”
Talk through your situation ↗PLANNING FOCUS / 03
Build beyond the business.
Compare retirement-plan options against owner goals, employee needs and available cash. Eligibility, setup deadlines and ongoing obligations belong in the same conversation.
BRING TO THE CONVERSATION
Existing plan details, employee information and your goals.
“Does our retirement approach still fit the business?”
Talk through your situation ↗PLANNING FOCUS / 04
Make the investment make sense.
Assess equipment and other business purchases in the context of operating needs, financing and tax treatment. Review eligibility and placed-in-service timing before committing.
BRING TO THE CONVERSATION
Purchase plans, financing terms and expected use.
“How does this investment affect cash flow and taxes?”
Talk through your situation ↗PLANNING FOCUS / 05
Clarity starts with reliable numbers.
Reconcile the books, document business expenses and identify filing obligations. Useful financial information gives planning decisions a sound starting point.
BRING TO THE CONVERSATION
Current books, payroll reports and a filing calendar.
“Are our numbers ready to support the next decision?”
Talk through your situation ↗Educational planning topics, not individualized tax advice. Eligibility, deadlines and outcomes depend on your facts and current law.
BEYOND THIS TAX YEAR
What comes after this year?
A stronger business. More room to grow. A future with more choices.
Start with what matters to you, then put the financial decisions in context.
YOUR PRIORITY / CASH FLOW
Let’s talk about your goals ↗Know what’s available. Prepare for what’s due.
Start with reliable financials, upcoming obligations and a clear view of the cash your next decision requires.
How this website handles your information
YOUR INFORMATION / YOUR CONTROL
Start a conversation. Keep tax records separate.
Only the essentials here.
Share contact details and a brief description of your needs. Do not enter an SSN, full EIN, account number or tax documents.
Progress is saved.
Details save as you go, even without submission. Drafts are kept for 7 days; submitted inquiries for up to 90 days. You can delete a saved draft in Privacy choices.
Document instructions come next.
Ask ASI to confirm its secure transfer process before sharing records. This marketing page does not accept document uploads.
Tax preparation that starts with your situation.
Tax preparation services for business owners and individuals across all 50 states. Connect with ASI virtually to discuss your returns, records, and next steps.
Business tax returns
Bring your business structure, prior-year return, income and expense records, and any open filing questions. ASI will identify the information needed before confirming your engagement.
Business tax preparation →Individual and owner returns
Tell us about employment, self-employment, investments and other income. If you own a business, explain how the business and personal returns connect so the preparation scope can be coordinated.
Individual tax preparation →More than one state
Let us know where you lived and where your business operated during the filing year. A move, remote work or activity in another state is a reason to discuss state filing questions.
Multi-state tax preparation →Prepare for your consultation
Start with your contact information and a short description of what you need. You do not need to upload tax records to send an inquiry. Ask for secure transfer instructions before sharing documents.
Tax preparation checklist →Virtual tax preparation across all 50 states
Work with ASI through a virtual conversation and coordinated document transfer. The states and returns included in your engagement are confirmed with you. Nationwide service describes where clients can inquire; it does not mean ASI has an office in every state.