Tax Preparation Resources

Useful tools before you start.

Choose a resource that helps you organize your records or clarify the work you want to discuss.

• Interactive preparation organizer
• Accounting handoff checklist
• Watch the ASI tax preparation introduction
• State and local resources
• ASI consultation locations and directions
• Local tax preparation
• Accounting and tax planning for business growth
• Business-owner retirement tax planning
• Recent tax preparation updates
• How our information is prepared

Use these tools to identify questions. Your engagement determines the documents and services needed.

Working with ASI

• How tax preparation and accounting engagements start
• Business identity and official tax sources
• Offices, meeting venues and service areas

Choose the guidance that fits your next step.

What happens next

Tell ASI what you need help with and which years are involved. The team will confirm the services, fees and records needed for your engagement.