ASI was the best business decision I could have ever made. Planning ahead is easier than ever before.
John W.
1 of 1
YOUR NEXT MOVE STARTS HERE
Get your business return moving.
Tell ASI what you need filed. The team will follow up to discuss your records, preparation scope, and fees.
Start with a few details. No tax documents required.
Frequently Asked Questions
BEFORE YOU COMMIT
Good questions. Clear next steps.
How much will the work cost?
Fees depend on the agreed scope. Tell ASI about your entity, years, states and records, then request a quote before authorizing work.
What happens after I send an inquiry?
Your request is sent to ASI for follow-up using your chosen contact method. It is not a confirmed appointment or engagement. The team will confirm the next steps directly.
What if my books are not ready?
Tell ASI what is incomplete. Record review or bookkeeping cleanup may need a separate scope before a return can be prepared.
Can I ask about prior years, an extension or a notice?
Yes. Describe the issue without including sensitive identifiers. ASI will confirm whether it can help, the documents needed and any applicable timing.
Who will handle my engagement?
Ask ASI to identify the person handling your work, explain their qualifications and confirm the review and communication process before you engage.
Are savings or filing dates guaranteed?
No tax savings or turnaround time is promised on this page. Outcomes and timing depend on your facts, the records available, applicable rules and the agreed engagement.
Do I need to upload documents now?
No. Start with basic information. Request secure transfer instructions from ASI before providing tax records.
Helpful Tools
ONLY IF YOU NEED MORE DETAIL
Helpful tools. At your pace.
Check your business readiness
YOUR NEXT STEP / BUSINESS TAX READINESS
Start with organized records.
Identify your entity, the state of your books and the questions to raise before preparing the return.
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
A complete return starts before the deadline.
Missing records and unresolved prior-year questions can complicate preparation. Bring them into the discussion early.
01
Know what is missing.
Surface gaps in records and prior-year questions before preparation begins.
02
Connect owner and business.
Bring the information needed to discuss both sides of the filing picture.
03
Understand the filing scope.
Confirm the years, entities and states involved before agreeing to the work.
Explore planning questions and owner priorities
WHERE OPPORTUNITY STARTS
Use filing time to surface the next questions.
A return can reveal questions about documentation, owner transactions and next-year decisions. Decide which need a separate review.
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?”
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?”
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?”
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?”
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?”
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.
Business tax preparation: from records to a defined filing scope
Business tax prep starts with understanding the business, the records and the years involved. Accounting Services helps owners connect return preparation with accounting questions and future planning.
Small business tax filing
Tell us your business type, the return years involved and the states where your business operates. If you are asking about LLC or S corporation tax preparation, share the existing structure and tax election so the team can confirm the appropriate scope.
Prepare for the first conversation
Identify whether your bookkeeping is current, which reports are available and whether you have prior-year returns or unresolved questions. We will explain what is needed and how to transfer records securely after the initial inquiry.
Review the scope before work begins
Confirm fees, responsibilities, document requirements and timing with the team. Ask how business and owner tax information will be coordinated. Record cleanup and prior-year work may require a separate engagement.