FOR ASY CLIENTS
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More getting things done.
Find your secure portal, appointment booking, tax paperwork, and useful resources in one place.
Start here.
SmartVault
Upload sensitive records and access completed tax returns and financial reports. Final tax returns default to a digital copy in SmartVault; specifically check the paper-copy option on your intake form to request a paper copy at no additional fee.
Book your visit
All office visits are by appointment. Choose a time online or call our office.
Forms & downloads
Find tax organizers, client information forms, and other documents.
Download your worksheets.
ASY Tax Organizer
Printable nine-page checklist for personal, business, and rental tax records. Revised October 2026.
Business income & expenses
2026 Excel workbook with income, expenses, cell phone costs, and an automatic Income Statement.
Rental income & expenses
2026 ASY workbook with Schedule E expense categories, cell phone costs, and automatic totals. Use a separate workbook for each property.
Rental worksheet
An optional printable worksheet for organizing rental income and expenses if you don’t use our rental expense spreadsheet. If you already have your own tracking system, you’re welcome to provide those records instead.
Contact the office for the intake form and engagement letter that apply to your return.
TAX PREPARATION CHECKLIST
Ready for your appointment?
Complete the forms
Tax preparation requires a signed intake form and signed engagement letter.
Gather your records
Collect your income documents and supporting records. Include any tax agency notices you received.
Share securely
Use SmartVault for tax returns, Social Security numbers, and financial account information.
More useful links.
Tax drop-off
Review the current process before bringing documents to the office.
Tax notices
Received an IRS letter (“love letter”)? Send us the complete notice for review.
Expert advice
Find articles and tax tips on our separate Expert Advice website.
Please use the current forms listed on the Downloads page. Contact the office if you are unsure which documents apply to your return.
BEFORE WE PREPARE YOUR RETURN
Client information & engagement agreement.
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.
Monthly Billing & Credit Card Authorization
For added convenience, monthly clients can choose automatic billing. This option is voluntary and helps keep payments on schedule.
To authorize automatic payments, complete our Invoice Preferences & Credit Card Authorization Form and upload it securely through SmartVault, or bring it to Fran at the front desk.
Main office: 717-757-5482
Call or text: 717-759-4227
3030 E. Market Street, York, PA 17402
Visits by appointment.