ASI was the best business decision I could have ever made. Planning ahead is easier than ever before.
John W.
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YOUR NEXT MOVE STARTS HERE
Start with your local ASI team.
Tell us which office you would like to reach and what you need filed. ASI will follow up to confirm arrangements and next steps.
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 visit an ASI office?
Contact ASI before visiting. The West Jordan address is 7533 S Center View Ct, West Jordan, UT 84084. The Winter Park address is 3001 Aloma Ave, Winter Park, FL 32792.
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
Prepare for a useful local conversation.
Prepare your business type, record status and preferred contact method before reaching out to an ASI office.
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.
Share your business type before arranging a conversation. Contact ASI to confirm visiting arrangements.
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
Know who you are working with.
Use the published office details to reach ASI directly. Confirm the service scope and appointment arrangements with the team.
01
Less uncertainty.
Identify missing information and discuss the scope before work begins.
02
A connected view.
Bring business records and owner priorities into one conversation.
03
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
Bring the questions behind your return.
Use the initial conversation to explain filing needs, record gaps and any business changes that may need attention.
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.
Reach a business tax team in West Jordan or Winter Park
Looking for a business tax accountant near you? Accounting Services has office addresses in West Jordan, Utah and Winter Park, Florida. Contact the team to confirm appointment arrangements and the services appropriate to your inquiry.
Choose the office you want to reach
Use the separate directions links below for the correct location. Both offices share (877) 765-3210. Tell the team which office you prefer when requesting a callback.
Start with the work you need
Explain whether you need business tax preparation, accounting support or a tax-planning conversation. Include your business type and whether your records are ready, without sharing sensitive tax identifiers.