TAX PREPARATION · YORK, PA
Your business taxes.
With personal attention.
Small-business tax preparation is our focus. ASY also prepares personal, nonprofit, estate, and trust returns—with a local team available beyond tax season.
Tax support for your business and your life.
Partnerships & corporations
Preparation of partnership, S corporation, and C corporation income tax returns, with attention to your records and business circumstances.
Personal income taxes
Individual federal, state, and local income tax preparation for business owners, families, and other personal tax clients.
Nonprofits, trusts & estates
Nonprofit, trust, and estate income tax return preparation, including special needs trusts. We also prepare Pennsylvania inheritance tax returns (REV-1500).
MORE THAN TAX SEASON
Questions don’t stop
when a return is filed.
ASY offers year-round preparation for current-year returns, prior years, and amendments. If a tax agency sends a notice, we can review it and help you understand the next steps.
GET READY FOR YOUR RETURN
A good return starts with good records.
Schedule your appointment
Tell us whether you need business, personal, nonprofit, trust, or estate return preparation.
Complete your paperwork
We require a signed intake form and signed engagement letter for every tax return.
Send records securely
Use SmartVault for income documents, supporting records, prior returns, and any tax notices.
Check my federal refund — IRS ↗
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. Submit banking details through SmartVault or on your form at drop-off.
Before we e-file, all required parties must sign the return authorization and payment must be complete. ASY cannot submit your tax return electronically until both steps are finished.
HIGHLY RECOMMENDED FOR ASY CLIENTS
Protect your tax identity
with an ID PIN.
ASY highly recommends obtaining an IRS Identity Protection PIN. Include your spouse and dependents in your planning, too.
Our ID PIN guide explains enrollment, dependent protection, annual PINs, and secure delivery to ASY.
CATCHING UP ON PAST TAXES
Past-due returns? Let’s get started.
ASY prepares prior-year tax returns. We prefer an IRS Wage and Income Transcript for each year to help check for missing tax documents, along with your own records and any IRS notices. Transcripts may not include every document or detail needed, so bring all available records.
A $100 retainer is required for each tax year being prepared. Bookkeeping cleanup and/or totaling receipts is billed at $125 per hour.
Download ASY’s business income & expense spreadsheet (.xlsx) ↗
PLANNING AHEAD
Interested in year-round support?
ASY is considering annual tax planning and IRS account monitoring services. Tell us whether you are interested in one or both. Joining the interest list is free and does not enroll you in a paid service.
Tax preparation questions.
Do you prepare personal returns?
Yes. Although ASY specializes in small businesses, we also prepare personal income tax returns.
Can you prepare prior-year returns or amendments?
Yes. For prior-year returns, we prefer an IRS Wage and Income Transcript for each year to help check for missing tax documents. A $100 retainer is required per tax year. Bookkeeping cleanup and/or totaling receipts is billed at $125 per hour. Contact ASY to discuss the years, records, and any amendments needed.
How will I receive my completed return?
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. If your local return needs to be mailed, you are responsible for mailing it as instructed.
STARTING SOMETHING NEW?
Entity setup for your next chapter.
ASY can help set up LLCs, S corporations, and nonprofit organizations. Tell us what you’re planning, and we’ll discuss the setup process and the accounting and tax support you’ll need.
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.
Main office: 717-757-5482
Call or text: 717-759-4227
3030 E. Market Street, York, PA 17402
Visits by appointment.
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