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
- How our information is prepared
Use these tools to identify questions. Your engagement determines the documents and services needed.
Schedule a consultationWhat 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.