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Accounting On-Boarding Workflow
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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.
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!
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.
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.
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!
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.
Accent Financial Services
945 Stockton Drive, Suite 3120, Allen, TX, 75013
Copyright © 2025 Accent Financial Services - All Rights Reserved.
Introducing our Premier Strategy Meeting!
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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