How ASI Tax Preparation and Accounting Work

A clear scope before the return.

Accounting Services Int LC presents Accounting Services, ASI and Tax Preparation Services By ASI. Start with the service you need, the filing years involved and how to contact you.

1. Identify the work

Explain whether you need business returns, individual returns, accounting cleanup, tax planning or a combination. List the states involved and any notice or deadline that needs attention. These details help define the conversation; they do not establish that every service or jurisdiction is covered.

2. Confirm the engagement

Ask which returns and years are included, who will prepare and sign them, which qualifications are relevant, what the fees cover and how timing is determined. Confirm any separate bookkeeping, amended-return or notice work before it begins. An inquiry is not a confirmed appointment or engagement.

3. Agree how to provide records

Use the preparation organizer and accounting handoff checklist. Identify gaps and corrected documents. Ask ASI for the agreed secure-transfer instructions before sending tax returns, taxpayer identifiers, account details or other sensitive records.

4. Review questions and next steps

Clarify outstanding records, return-review questions, signature steps and any separate future planning. Ask how to reach the responsible professional after filing. A preparation conversation does not guarantee a refund, deduction, completion date or particular result.

Independent guidance for your decision

IRS: How to choose a tax return preparer and IRS: Recordkeeping explain preparer selection and business recordkeeping. Government links do not imply endorsement.

Choose how to connect

Explore tax preparation, accounting and tax planning. For an in-person discussion, review contact locations and confirm the appointment before traveling.

What happens next

Tell ASI what you need help with and which years are involved. The team will confirm the services, fees and records needed for your engagement.