Frequently asked questions
Tax & accounting questions, answered
Find general information about services, documents, pricing and consultations.
What documents should I bring for tax preparation?+
The list depends on your situation. It commonly includes income documents, relevant expense records, identification and information about major changes. A prior return may also be helpful.
Do you work with individuals and businesses?+
Yes. Services are designed for individuals, families, independent contractors, new businesses and small businesses.
Do you offer year-round tax planning?+
Yes. Planning may include periodic reviews, estimated payments and conversations about personal or business changes.
Can you help with bookkeeping?+
Yes. Service may include transaction organization, reconciliation, financial records and reporting based on the agreed scope.
Do you provide payroll services?+
Yes. Payroll is organized as a recurring service based on the business needs and schedule.
Can you help me start a business?+
We can assist with organizational and tax-related steps within our scope. This service is not legal advice, and consultation with an attorney may be appropriate.
Can you help with an IRS notice?+
We can review the notice, organize related information and discuss an appropriate scope of assistance. Outcomes are not guaranteed.
How do I schedule a consultation?+
Call (805) 385-3029 or visit Contact to speak with ASB.
How much do services cost?+
Pricing depends on the service and complexity of the work. A consultation can help determine the appropriate scope of service.