Individual Tax Preparation

Bring your personal tax picture into focus.

Whether your income comes from employment, self-employment or a business you own, start by describing what changed during the year. ASI can discuss your preparation needs and identify the records needed to define the work.

Prepare for the first conversation

Note the filing year, states where you lived or worked, and whether a spouse or business return needs to be coordinated. Gather prior returns and a list of income documents you expect to receive. Do not send those documents through the initial contact form.

Business owners and self-employed clients

Explain your business activity and how you keep income and expense records. If a business return is involved, review our business tax preparation page so both sides of the engagement can be discussed together.

Changed states or need a prior year reviewed?

Include the relevant years and states in your inquiry. See multi-state preparation and our document checklist for questions to bring.

What happens next

ASI will review your inquiry, clarify the scope and explain how to provide records securely. Fees and timing depend on the returns and records involved; they are confirmed directly with you.