YOUR DOCUMENTS. YOUR WAY.
Drop off your taxes.
We’ll take it from here.
New and returning clients can leave their tax documents with ASY or upload them securely through SmartVault. Tax appointments are also available upon request. Prefer to meet with your tax professional? Schedule an appointment.
BEFORE YOU SEND YOUR DOCUMENTS
A little preparation goes a long way.
- Complete and sign your current client intake/drop-off form and engagement letter. ASY cannot begin preparing your tax return until we receive your completed client intake form and signed engagement letter.
- 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.
- Include your current email address or addresses and cell phone number so we can contact you and send your signing link.
- Provide your tax documents, a copy of your current, valid driver’s license or government-issued ID, and copies of your dependents’ Social Security cards.
- If you are a new client, let us know. We can create your SmartVault account and send you an invitation.
New clients pay a $100 retainer, which is applied to their invoice.
Choose how to send your records.
Upload through SmartVault
Use our secure client portal for tax documents, identification, and other sensitive records. Please avoid sending sensitive documents by ordinary email or text.
Use the drop-off box
The drop-off box is on the left side of our building, underneath the staircase. After leaving your documents, text us so we know they are there.
3030 E. Market Street, York, PA 17402. Office visits are by appointment only · No walk-ins.
Keep your income and expenses organized.
Self-employed clients can use our small-business expense spreadsheet to organize income and expenses throughout the year. Rental-property owners and house flippers can use our rental spreadsheet or worksheet—one for each property.
Upload your completed spreadsheet or worksheet through SmartVault with the rest of your tax documents.
WHEN YOUR RETURN IS READY
Sign online. Choose your copy.
Once your tax return is completed, we can email you a DocuSign link to sign the required return authorization forms. Please make sure your drop-off form includes your current email address or addresses and cell phone number.
Final tax returns default to a digital copy in SmartVault. If you want a paper copy, specifically check that option on your client intake form. Paper copies are available at no additional fee; contact the front desk to arrange pickup.
Check my federal refund — IRS ↗
If your local return needs to be mailed, you are responsible for mailing it as instructed.
BEFORE WE PREPARE YOUR RETURN
Client information & engagement agreement.
ASY cannot begin preparing your tax return until we receive your completed client intake form and signed engagement letter. 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.
Questions? We’re here to help.
Call our main office at 717-757-5482, or call or text 717-759-4227.
Monday–Thursday: 9 a.m.–4 p.m. · Friday: 9 a.m.–noon. Appointments only · No walk-ins.