• Main office: 717-757-5482

PROPOSED ANNUAL SERVICES · JOIN THE INTEREST LIST

Plan ahead.
Stay informed.

Accounting Services of York, LLC is considering two optional services available for an annual fee: year-round tax planning and IRS account monitoring. Help us understand what would be useful to you.

Joining the interest list is free. These services are not yet available for enrollment. Pricing, service frequency, and final scope will be shared before you decide whether to enroll. You may express interest in either service or both.

Annual Tax Planning

More opportunities to talk through tax decisions before filing season.

  • Tax projections and estimated-tax reviews.
  • Planning for retirement contributions and major income changes.
  • Discussion of business decisions and potential tax-saving opportunities.

We are exploring a defined annual package. The number of meetings, projections, and included services has not yet been set.

IRS Account Monitoring & Alerts

With your authorization, ASY would use THS IRS Transcript Tools to review your IRS account information for relevant changes and potential issues.

  • Review of important account changes and potential examination activity.
  • Alerts and an initial explanation of relevant findings.
  • In some cases, earlier awareness before an IRS “love letter” reaches you.

Advance notice is not guaranteed. An examination indicator does not always lead to an audit, and transcript monitoring does not detect every IRS action or establish that a criminal investigation exists.

Monitoring frequency, covered tax years, notification timing, and any additional fees for notice responses or audit representation will be explained in the service agreement. Joining this list does not authorize ASY to access your IRS records.

Questions? Call 717-757-5482 or call/text 717-759-4227.

☕ We’ll count the beans; you enjoy the coffee!