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Accent Financial Services

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  • Home
  • Tax Services
    • Taxsmithing
    • Tax Assessment
    • Tax Preparation
    • Tax Advisory
    • Tax Calculators
    • Electronic Tax Payments
    • Where's My Refund?
  • Small Business
    • CFO Services
    • Small Business Partners
    • Accounting
    • Strategic Accounting
    • Business Entities
    • Payroll Services
    • Financial Wellness 365
  • Book Now
  • Start Here
  • More
    • History
    • Leadership
    • AFS Business Network
    • Calendar
    • Webinars
    • Learning Center
    • Expo
    • Affiliates
    • Forms
    • Blog
    • Price List
    • Contact

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Financial Wellness 365

Empower Your People, Elevate Your Bottom Line

 A corporate benefit that gives employees year‑round access to expert tax, accounting, and business advice — boosting retention, reducing financial stress, elevating performance. 

Learn more

What Is Financial Wellness 365?

A dedicated employee benefit program designed to provide your team with on‑demand, expert support for personal & professional financial questions – via phone (dedicated hotline) or video (30‑min Calendly consultations). Perfect for:

  • Business owners navigating growth, tax, compliance
  • Employees balancing budgeting, tax prep, and side‑gig concerns
  • Everybody in between who wants confident, reliable financial guidance

How it works

Employer Enrollment

  • Complete a simple online form or schedule a briefing call.
  • Choose between Starter or Premium Plan, and customize optional add‑ons (e.g., extra calls, specialized training sessions).

Team On-boarding

  •  We provide your HR or leadership team with a branded welcome kit (digital brochure, calendar links, hotline number, and email templates).
  •  Optional: We host a virtual kickoff webinar to introduce the service, walk through how it works, address common questions, and demonstrate booking systems.

Employee Access Begins

  •  Employees receive a dedicated hotline number to call during business hours, staffed by CTAs, EAs, and consultants.
  • They also get a private Calendly link, enabling hassle-free booking of 30-minute one-on-one video consultations.

Book & Attend a Consultation

  •  Employees can call last-minute questions or book ahead for deeper discussions.
  • During the 30-minute session, our experts:
  • Diagnose the concern (e.g., tax deduction, bookkeeping setup, small biz entity selection, asset sales, etc).
  • Provide targeted, actionable advice.
  • Recommend tools or resources.
  • Identify when a deeper engagement (e.g., full-service tax prep) is warranted, offering preferential pricing.

Follow-Up & Next Steps

  • Each session concludes with a summary email, including:'
  • Key takeaways
  • Recommended action items
  • Links to follow-up resources (checklists, calculators, FAQ articles)
  • If needed, employees can:
    - Book additional sessions (as allowed by their plan),
    - Request an expanded engagement at a discount (like full tax prep or payroll assistance), or
    - Access self-service resources via our online hub.

Ongoing Support & Reporting

  • Premium Plan members get priority scheduling, reducing wait times and ensuring peak-season booking availability.
  • Quarterly program usage reports are delivered to your HR/Finance team, featuring:
    - Call volume
    - Topics most requested
    - Satisfaction ratings
    - Recommended engagement strategies
  • We offer periodic webinars and group sessions on timely topics (seasonal tax updates, year-end planning, etc.).

What we cover

Taxsmithing™ (Signature Service)

Taxsmithing™ (Signature Service)

Taxsmithing™ (Signature Service)

 Our proactive, precision-crafted process—just like a blacksmith forging steel—shapes your financial profile into a smart, strategic plan. You get a custom Living Blueprint™ aligned with income, investments, entities, trusts, and goals, transforming tax planning into its own wealth-building engine 

Advanced Tax Strategy

Taxsmithing™ (Signature Service)

Taxsmithing™ (Signature Service)

 Year-round guidance: projections for multiple tax years, AMT triggers, deduction maximization, tax‑loss harvesting, backdoor Roths—perfect for high‑bracket earners. 

Tax Assessments

Taxsmithing™ (Signature Service)

Investment Tax Structuring

 Comprehensive, retrospective reviews of your past 2 tax years, current-year performance analysis, and forward-looking forecasts. We pinpoint missed opportunities, optimize deductions, and project liability to guide real-time decisions that save thousands today—and prevent overpaying tomorrow. Studies show that strategic assessments can uncover significant savings in overlooked deductions and credit usage 

Investment Tax Structuring

Audit Defense & IRS Representation

Investment Tax Structuring

 Position stock, real estate, private equity, and alternative assets for optimal tax efficiency—while reinforcing asset protection. 

Audit Defense & IRS Representation

Audit Defense & IRS Representation

Audit Defense & IRS Representation

 If you receive an IRS notice or face an audit, our expert team is ready to represent you and resolve issues. 

Ongoing High-Earner Support

Audit Defense & IRS Representation

Audit Defense & IRS Representation

 Quarterly check-ins, updates on compensation changes, compliance alerts, equity-comp guidance—all tailored to a complex, evolving financial landscape. 

Tax Preparation & Filing

Entity & Business Structuring

Entity & Business Structuring

 We handle individual, business (LLCs, S-Corps, partnerships), trust, non-profit, and estate tax returns—ensuring accuracy, compliance, and timely filing by credentialed EAs. 

Entity & Business Structuring

Entity & Business Structuring

Entity & Business Structuring

 Optimize LLCs, S‑Corps, and partnerships—balance tax efficiency, liability protection, and growth strategy. 

Pricing Tiers

Starter Plan

Starter Plan

Starter Plan

 Best For: Employers seeking a solid, budget-friendly program with reliable support. 

Premium Plan

Starter Plan

Starter Plan

 Best For: Organizations that want expert-level planning and reporting—for steep ROI on financial wellness. 

Why employers love it

  •  Reduce financial stress = improve productivity
  • Strengthen retention with valuable, practical benefits
  • Attract top talent by offering unique financial wellness
  • Streamline support with a single, trusted provider
  • Tiered pricing keeps it cost‑effective at scale

Find out more

Frequently Asked Questions

Please reach us at info@accentfinance.net if you cannot find an answer to your question.

 Yes—calls or video sessions are booked individually via Calendly or hotline. 

 Absolutely. All conversations are private and tailored to individual needs. 

 Consultations may be extended (at a discounted hourly rate based on plan tier) or referred to a longer-term service. 

 Employers often report a $3–6 ROI for every dollar spent on comprehensive wellness programs, with benefits tied to improved productivity, reduced turnover, and fewer sick days. Financial wellness—by reducing employee money stress—further amplifies these outcomes: studies show that over 66% of employees are distracted by financial concerns at work, affecting their engagement and output. With Financial Wellness 365, the intuitive access to expert advice helps minimize financial distraction and significantly boosts workforce performance. 

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Accent Financial Services

945 Stockton Drive, Suite 3120, Allen, TX, 75013

(972) 442- 5020

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