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

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Let Us Know How We Can Help!

Accounting On-Boarding Workflow

Request A Custom Quote

Accounting Discovery Meeting

Accounting Discovery Meeting

If you are ready to dive in, complete this questionnaire and we'll send you a quote for a package made just for you.

Request A Quote

Accounting Discovery Meeting

Accounting Discovery Meeting

Accounting Discovery Meeting

Not sure what you need or how we can help? Book a FREE 30-minute discovery meeting now!

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Tax Preparation Workflow

Step 1 - Complete Engagement Letter

Step 1 - Complete Engagement Letter

Step 1 - Complete Engagement Letter

Once we receive your info, we will send you an engagement letter outline the terms of our working agreement. We'll collect your payment info at this point, but we won't charge you until all work has been completed.

Step 2 - Complete Checklist

Step 1 - Complete Engagement Letter

Step 1 - Complete Engagement Letter

Through your client portal, complete the required checklists and upload all necessary forms. You are welcome to chat with us here also! We want to get this right for you, so we can't move forward until we have ALL your information.

Client Portal

Step 3 - We'll Do Our Thing

Step 1 - Complete Engagement Letter

Step 3 - We'll Do Our Thing

Once we get all your info, our goal is to get your tax work done within 2 weeks of having all your information. We'll keep you updated on our progress and let you know if we need anything else.

Step 4 - Getting Filed

Step 6 - Record-Keeping & Reviews

Step 3 - We'll Do Our Thing

After everything is complete, we'll need your payment and signature so we can get your return filed. Your summary letter, invoice, and e-File Authorization can be found here.

Client Portal

Step 5 - Last Steps

Step 6 - Record-Keeping & Reviews

Step 6 - Record-Keeping & Reviews

Once the e-File for your return has been accepted, you may need to go make a payment (hopefully not!) or check on your refund status. These links take you to either of those as needed.


Payments                        Refunds

Step 6 - Record-Keeping & Reviews

Step 6 - Record-Keeping & Reviews

Step 6 - Record-Keeping & Reviews

Please make sure you keep a copy of your final tax return for your records. As we continue to build our presence on the interwebs, great reviews make all the difference in the world. We'd be hugely appreciative if you could leave us a great review!

Say Nice Things About Us

Step 7 - Reduce Your Current Year Taxes

Step 7 - Reduce Your Current Year Taxes

Step 7 - Reduce Your Current Year Taxes

Have you heard of Taxsmithing yet? We have a comprehensive approached to bring tax relief to your life. Sit down with us to discuss how to structure businesses, assets, income, and expenses in order to actively reduce your tax liability. If you've ever thought "UGH, I HATE PAYING TAXES", this is the meeting for you.

FREE Taxsmithing Discovery Meeting
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Accent Financial Services

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

(972) 442- 5020

Copyright © 2025 Accent Financial Services - All Rights Reserved.

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Tax strategy can be complicated. Come join us for our signature strategy session. We'll work with you to understand your specific situation and give you the advice others won't.


We guarantee to find you a way to save! You leave this meeting with a Blueprint of your financial life, a guide for tax savings, and homework!

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