TAX PREPARATION · YORK, PA
Tax preparation in York, PA.
With personal attention.
Looking for a local tax preparer or tax accountant in York, PA? Small-business tax preparation is our focus. ASY also prepares personal, nonprofit, estate, and trust returns, with a local team you can contact beyond tax season.
Tax support for your business and your life.
Partnerships & corporations
Preparation of partnership, S corporation, and C corporation income tax returns, with attention to your records and business circumstances.
Personal income taxes
Individual federal, state, and local income tax preparation for business owners, families, and other personal tax clients.
Nonprofits, trusts & estates
Nonprofit, trust, and estate income tax return preparation, including special needs trusts. We also prepare Pennsylvania inheritance tax returns (REV-1500).
GET READY FOR YOUR RETURN
A good return starts with good records.
Schedule your appointment
Tell us whether you need business, personal, nonprofit, trust, or estate return preparation.
Complete your paperwork
Each year we do require a new signed intake form and signed engagement letter for every tax return.
Return delivery: ASY tax returns default to a digital copy delivered through SmartVault unless a hard copy is specifically requested on the client intake form.
Send records securely
Use SmartVault for income documents, supporting records, prior returns, and any tax notices.
Use our organizer as a memory jogger, or provide your own organized records.
Before we e-file, all required parties must sign the return authorization, and your ASY invoice must be paid or arrangements to deduct our fees from your refund through the bank service must be completed. An additional bank fee applies to the refund-deduction option.
BEFORE WE PREPARE YOUR RETURN
Your tax preparation documents.
Complete and sign both sections before submitting your tax records. These links open the same fillable PDF packet: client information on pages 1–3 and the engagement agreement on page 4.
Tax year 2025 packet. For another tax year or specialized return, ask the office which forms apply. Return completed paperwork through SmartVault or bring it to the front desk; please do not send Social Security numbers by ordinary email or text.
HIGHLY RECOMMENDED FOR ASY CLIENTS
Protect your tax identity
with an ID PIN.
ASY highly recommends obtaining an IRS Identity Protection PIN. Include your spouse and dependents in your planning, too.
Our ID PIN guide explains enrollment, dependent protection, annual PINs, and secure delivery to ASY.
HELP WHEN TAXES GET COMPLICATED
Prior years, amendments & tax notices.
Choose the topic that fits your situation.
I need to catch up on past-due returns
CATCHING UP ON PAST TAXES
Past-due returns? Let’s get started.
ASY prepares prior-year tax returns. We prefer an IRS Wage and Income Transcript for each year to help check for missing tax documents, along with your own records and any IRS notices. Transcripts may not include every document or detail needed, so bring all available records.
A $100 retainer is required for each tax year being prepared. Bookkeeping cleanup and/or totaling receipts is billed at $150 per hour.
Download ASY’s business income & expense spreadsheet (.xlsx) ↗
I need an amendment or received a tax notice
MORE THAN TAX SEASON
Questions don’t stop
when a return is filed.
ASY offers year-round preparation for current-year returns, prior years, and amendments. If a tax agency sends a notice, we can review it and help you understand the next steps.
AFTER YOUR RETURN IS PREPARED
Tax payments & refunds.
Find the instructions you need below. Payments to the IRS or Pennsylvania are separate from paying your ASY invoice.
Pay federal personal income tax — IRS Direct Pay
PAY FEDERAL PERSONAL INCOME TAX
How to use IRS Direct Pay.
Pay from a checking or savings account at a U.S. financial institution with no IRS processing fee and no account registration. These instructions are for individual Form 1040 payments, including estimated tax for self-employment income—not Pennsylvania or local taxes, payroll deposits, or corporate taxes.
Open IRS Direct Pay — personal taxes ↗
1. Choose the correct payment.
Select Make a payment, then use the selections below. Follow the amount and due date in your ASY payment instructions.
On a small screen, swipe across the table to see all payment selections.
| If you are paying… | Reason for payment | Apply payment to | Tax period |
|---|---|---|---|
| An amount owed on an original Form 1040 return | Balance Due | Income Tax — Form 1040 | The year of the return you are paying |
| An estimated tax installment | Estimated Tax | 1040-ES | The year the estimated tax is for |
Example: A payment for your 2025 return uses 2025. An estimated payment for 2026 uses 2026—even if you pay the final 2026 installment in January 2027. Direct Pay does not ask you to select a quarter. Submit separate payments for different tax years.
2. Verify your identity.
Have a previously filed return available. Choose an available verification year and enter the information from that return, including its filing status and address. The verification year does not change the tax year you selected for payment. For a joint return, use the spouse listed first on the return. If verification fails or you have never filed, use the IRS help page or another IRS payment option.
3. Enter, review, and submit.
Enter the amount, payment date, bank routing number, account number, and account type. Carefully check the payment reason, tax year, bank details, and amount before electronically signing and submitting. Confirm with ASY first if a withdrawal was already arranged with your return so you do not pay twice.
4. Keep your confirmation.
Save the confirmation number and optionally request an email receipt. Confirm that the withdrawal clears your bank, and keep a record of each estimated payment for your next return. Use SmartVault if sharing payment records with ASY; do not email banking details.
Scheduling: Direct Pay handles one payment at a time, up to 365 days ahead; it does not automatically repeat estimated payments. Use “Look Up a Payment” with your confirmation number to review a payment. Changes or cancellations generally must be made at least two business days before the scheduled date.
Important: Paying does not file your tax return. Amended returns, extensions, installment agreements, and certain IRS notices require different selections. Ask ASY before proceeding if you are unsure.
Official guidance: IRS Direct Pay help · IRS payment types. Reviewed October 13, 2026.
Pay Pennsylvania personal income tax — myPATH
PAY PENNSYLVANIA PERSONAL INCOME TAX
How to pay through myPATH.
Use Pennsylvania’s official myPATH portal for PA-40 return payments, estimated payments, or a Pennsylvania Department of Revenue bill. Federal IRS payments and local earned income taxes must be paid separately.
1. Open the payment options.
On the myPATH homepage, find the Payments panel below the login area and choose Make a Payment. Individuals can make these payments without creating an account. If you already have an account, Pennsylvania recommends signing in to help verify and track payments; use the appropriate tax account’s payment link.
2. Match the payment to its purpose.
- Balance with a PA-40 return: Choose the return-payment option under Make a Payment and select Personal Income Tax/PA-40 for the correct tax year.
- Estimated tax: Choose the estimated-payment option for Personal Income Tax and the year the estimate is for. Use the amount and due date from your ASY estimate instructions.
- A bill or notice from Pennsylvania: Choose Pay my Bill. Have the notice available; its Letter ID is generally required. If you are disputing a notice, ask ASY before paying.
Tax-year example: A payment toward your 2025 PA-40 return belongs to 2025. An estimate for 2026 belongs to 2026, including a final installment paid in January 2027. Do not combine different years into one payment.
3. Enter your details and review.
Follow the prompts for taxpayer identification, tax period, amount, payment date, and payment method. For a bank withdrawal, have your routing number, account number, and account type ready. Card payments may have processing fees; review any fee before submitting. Check the taxpayer, payment type, year, amount, and date carefully. Confirm that ASY has not already scheduled the same withdrawal.
4. Save your receipt.
Save or print the confirmation and check your bank to confirm the payment clears. Keep each estimated payment’s date and amount with your tax records. Share any requested payment records through SmartVault—not ordinary email or text.
Before submitting: Making a payment does not file your return. Do not assume an estimated payment creates a recurring schedule. Business, sales tax, and employer withholding payments may require a login and different account selections; contact ASY for help with those taxes.
Official guidance: PA personal income tax payment options · myPATH payment instructions · PA payment video tutorials. Reviewed October 13, 2026.
Refund status & direct-deposit information
Check my federal refund — IRS ↗
Include complete, current bank information on your client intake/drop-off form: bank name, routing number, account number, and whether the account is checking or savings. Verify every number for direct deposit. The IRS has generally stopped mailing paper refund checks for individual taxpayers, with limited exceptions; missing or incorrect bank information can delay your refund. If you do not have a bank account, tell ASY so we can discuss available options. Submit banking details through SmartVault or on your form at drop-off.
Tax preparation questions.
Can ASY’s tax preparation fees be deducted from my refund?
Yes. ASY can arrange to have our tax preparation fees deducted from your tax refund through a bank service. An additional bank fee applies. Ask your ASY Tax Pro about this option before your return is filed.
Does ASY offer a tax preparation discount for veterans?
Yes. ASY proudly supports our veterans and offers them a discount on tax preparation fees. Please let our team know you are a veteran when scheduling or dropping off your tax documents so we can apply your discount.
How does ASY send correspondence to the IRS?
All correspondence ASY mails to the IRS is sent by certified mail, providing proof of mailing and tracking information for our records.
Can I meet with a local tax preparer in York?
Yes. Meet with an ASY Tax Pro by appointment at 3030 E. Market Street, York, PA 17402. Our tax professionals can discuss your return, explain the records needed, and answer questions about your tax situation. Call 717-757-5482 or contact our York office to schedule. You can also share records securely through SmartVault. Zoom meetings are available upon request.
Do you prepare personal returns?
Yes. Although ASY specializes in small businesses, we also prepare personal income tax returns.
Can you prepare prior-year returns or amendments?
Yes. For prior-year returns, we prefer an IRS Wage and Income Transcript for each year to help check for missing tax documents. A $100 retainer is required per tax year. Bookkeeping cleanup and/or totaling receipts is billed at $150 per hour. Contact ASY to discuss the years, records, and any amendments needed.
How will I receive my completed return?
ASY tax returns default to a digital copy delivered through SmartVault unless a hard copy is specifically requested on the client intake form. If you want a hard copy, check the paper-copy option on your intake form. Paper copies are available at no additional fee; contact the front desk to arrange pickup. If your local return needs to be mailed, you are responsible for mailing it as instructed.
STARTING SOMETHING NEW?
Entity setup for your next chapter.
ASY can help set up LLCs, S corporations, and nonprofit organizations. Tell us what you’re planning, and we’ll discuss the setup process and the accounting and tax support you’ll need.
Veterans setting up an entity: ASY will need a copy of your DD214 to help reduce the cost of registering your entity with Pennsylvania through applicable veteran filing-fee exemptions. Please provide it securely through SmartVault or bring it to the office.
Pennsylvania annual reports — deadlines & filing help
PENNSYLVANIA BUSINESS ENTITIES
Pennsylvania annual reports.
Most Pennsylvania-created entities and entities registered here from another jurisdiction must file an annual report with the Department of State. This requirement began in 2025 and is separate from tax returns.
Annual filing deadlines
- Corporations, including nonprofits: June 30.
- LLCs: September 30.
- Other covered entities, including LPs and LLPs: December 31.
A new entity’s first report is generally due in the calendar year after formation or registration in Pennsylvania.
ASY can file your Pennsylvania annual report upon request. Contact us to arrange filing. Please provide your entity number, current addresses, and officer or management information.
Request annual-report filing →
Official Pennsylvania requirements ↗ · File directly with Pennsylvania ↗
Reviewed October 14, 2026.
PLANNING AHEAD
Interested in year-round support?
ASY is considering annual tax planning and IRS account monitoring services. Tell us whether you are interested in one or both. Joining the interest list is free and does not enroll you in a paid service.
Main office: 717-757-5482
Call or text: 717-759-4227
3030 E. Market Street, York, PA 17402
Visits by appointment.
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