Your personal return.
Discuss the tax year, your income sources and the records needed to prepare your return.
Discuss individual preparation ↗TAX PREPARATION · BY ASI
Individual & business
tax preparation.
Start with a conversation about your return. Understand the records needed, the scope of work and the preparation fee before you decide to move forward.
Request a tax consultation ↗Confirm the scope and fees before work begins. No tax documents needed here.
- Individual and business filing needs
- Scope and fees agreed before work begins
- Phone or email follow-up—your choice
START A CONVERSATION
How can we reach you?
Share your name, email and phone so ASI can follow up on your request. Choose your preferred response method.
START WITH YOUR SITUATION
A useful first conversation.
You do not need to know every tax form you need before reaching out. Tell us what you need help preparing; we will discuss whether the service fits.
Your business filing needs.
Discuss your business structure, available records and the preparation work you need.
Discuss business preparation ↗Know the scope first.
Ask what is included, what additional work may be needed, and how your preparation fee will be determined.
Request a scope discussion ↗Know what happens next.
Share contact details.
Request a conversation about individual or business tax preparation.
Agree on the scope.
Discuss tax years, records, fees and who will handle your work. An inquiry is not a confirmed appointment or engagement.
Receive document instructions.
Ask ASI for its secure transfer process before sending tax records. This page does not accept documents.
Before you get started.
Can you help with an individual or business return?
Start a conversation about your filing needs. ASI will confirm the applicable services, records and scope.
How much does preparation cost?
Fees depend on your return and the work needed. Request a quote and confirm the scope before authorizing work.
Can I text instead?
SMS registration is pending. Please use phone or email for now. Customer SMS information.
Where do we meet?
West Jordan, Utah. Confirm meeting arrangements before visiting. Winter Park is a meeting-only address; appointments must be arranged.