Gather
Bring the tax documents and personal information relevant to your filing.
Individuals, families & businesses
Personal & Business Tax Preparation
ASB helps individuals, self-employed professionals and small businesses organize documents and prepare returns. Each situation is reviewed separately to define the forms, records and next steps.
Who it is for
Individuals, families and business owners.
When this can help
You have personal income documents, self-employment activity, a business return or changes to your household or business.
Service scope
Individual and business return preparation based on the filing needs identified. Business records, applicable deductions and outstanding document questions are reviewed before preparation.
Understanding the service
Personal and business returns with a connected view
A business owner may have information that affects more than one return. Business income, payroll, owner payments and household income need to be understood together, while each filing keeps its own requirements. Bringing prior returns and current records helps identify how the pieces connect.
The right starting point depends on your activity. Someone with wages and dependents may need individual preparation, while an owner may also need a business return or bookkeeping review. The dedicated service pages explain these differences so you can discuss the scope that fits your situation.
Focused support
Clarity about what comes next.
- Organized document intake
- Review of your filing information
- Clear questions and next steps
- Support for common individual filing needs
Our process
A defined process that is easy to follow
The exact scope depends on your situation. These steps show how we organize the work.
Organize
We identify what is present, what may be missing and which questions need clarification.
Prepare
Your filing information is prepared and reviewed within the agreed scope of service.
Move forward
You receive clear next steps and practical reminders for the year ahead.
A distinct approach
Two needs. One coordinated process.
Personal and business records serve different purposes. We connect them where appropriate.
Individuals & families
Income, dependents, household changes and records for applicable deductions or credits.
Businesses & self-employment
Income and expenses, financial statements, payroll, assets and entity information.
Information review
We identify missing documents and questions before preparing the return.
Next filing cycle
We discuss which records to retain and whether a planning consultation would help.
Common questions
Personal & Business Taxes questions
What should I bring?+
Bring the tax documents you received, relevant income and expense records, identification information and a prior return if available. Your exact list depends on your situation.
Can you help if I am missing a document?+
A consultation can help identify what may be missing and the practical next step for obtaining it.
Do you also offer tax planning?+
Yes. Tax planning is available as a separate year-round service when proactive review would be helpful.
Are personal and business taxes filed together?+
That depends on the business structure and activity. ASB will review your situation to identify the relevant returns and supporting records.
Need help with your situation?
Let’s discuss your records, questions and next steps.