NEW TO ASY · YORK, PA & REMOTE CLIENTS

Getting started with ASY.

Whether you need tax preparation, bookkeeping, or payroll, start with a conversation. We specialize in small businesses and also help individuals, nonprofits, trusts, and estates. We prepare tax returns for clients in all 50 states and can work with you remotely.

Your first steps.

1. Schedule a conversation. Tell us which services you need, your tax years, any approaching deadlines, and whether you prefer an office appointment or remote service. Zoom meetings are available upon request.
2. Confirm the work and fees. We’ll discuss your needs and the records required. Tax preparation requires a completed intake form and signed engagement agreement. New tax clients pay a $100 nonrefundable retainer per tax year, applied to the related invoice, subject to the agreement and applicable law.
3. Arrange secure portal access. If you are new to SmartVault, request access here. ASY reviews the request and sends an invitation. General email and text are for routine communication; send tax documents through SmartVault or bring them to the office.
4. Provide your complete records. Include your prior-year return, requested identification, income documents, supporting records, and notices. Use our forms, organizer, and worksheets. ASY will not begin tax preparation until all required documents and information are received.
5. Review, sign, and arrange payment. Review your completed returns carefully and return every required authorization. Pay your invoice or complete arrangements for the bank service to deduct ASY’s fees from your refund; an additional bank fee applies. Completed returns are delivered digitally through SmartVault unless you select a paper copy on your intake form.

Bringing documents to the office?

Meetings require an appointment. You may drop off tax documents during office hours without a tax appointment. Our outside drop-off box is on the left side of the building underneath the staircase; text 717-759-4227 after leaving documents. Read the full drop-off instructions →

Which service fits?

Tax preparation · Bookkeeping · Payroll · Explore all services