Where strategy is forged — with precision and purpose.
At Accent Financial, we don’t just prepare taxes — we taxsmith them. Taxsmithing™ is our signature system for proactive tax reduction, strategic planning, and long-term implementation designed to help individuals and business owners minimize liabilities, increase clarity, and build lasting financial power.
At the core of the Taxsmithing system are two powerful tools: The Sparkpoint Report and The Living Blueprint
Once you have the plan in place, we can either set you up with a roadmap to do it yourself or we can get started with putting things in place for you.
The Sparkpoint™ Report
Annual Implementation Plan
The Sparkpoint™ Report
A multi-year tax clarity report that reveals where you’ve been — and where you’re headed.
The Sparkpoint includes:
- A 2-year review of your past tax filings
- A full analysis of your current year position
- A 1-year projection to help you plan the next moves wisely
It’s the diagnostic engine that identifies risks, missed opportunities, and strategic leverage points — setting the foundation for all future planning.
The Living Blueprint™
Annual Implementation Plan
The Sparkpoint™ Report
Your strategic tax roadmap, designed and refined over time.
The Living Blueprint is the visual, living document that maps your entire tax strategy. It captures your goals, business structure, income flow, deductions, timing, and optimization strategies — all in one place. It's updated as your situation evolves, keeping your plan aligned and active year-round.
Annual Implementation Plan
Annual Implementation Plan
Annual Implementation Plan
Where tax strategy becomes reality.
Our Annual Implementation Plan gives you year-round access to a dedicated tax strategist who not only designs your plan — but helps you execute it.
From quarterly planning sessions and real-time support to entity optimization and filing coordination, we stay hands-on to ensure your Living Blueprint doesn’t just sit on paper — it powers your financial results.
If The Sparkpoint is the diagnosis, this is the ongoing treatment plan that helps you reduce liabilities, stay compliant, and move forward with clarity and control.
A precision-forged tax clarity report — past, present, and what's next.
The Sparkpoint™ Report is where your Taxsmithing journey begins — a comprehensive, multi-year tax analysis designed to illuminate your financial position, reveal hidden risks, and unlock powerful opportunities for savings and strategic planning.
This isn’t just a second opinion. It’s a high-resolution lens on your tax reality — forged from past filings, current-year positioning, and forward-looking projections.
What’s included in the Sparkpoint:
- 🔙 Two Years of Historical Review
We analyze your past two years of tax returns line by line — uncovering missed deductions, red flags, inefficient structures, or overly conservative filings that may have cost you thousands.
- 🔎 Current Year Tax Positioning
We assess where you stand right now: income flow, deductions, entity structure, compliance status, and how tax laws are currently impacting your return. It’s a full strategic snapshot, not just a surface-level check-in.
- 🔮 One-Year Forward Projection
Based on your goals, current income trajectory, and upcoming business or investment activity, we build a forecast of your next tax year. You’ll know what to expect, what to adjust, and what to plan for — before it’s too late.
- 🧠 Actionable Strategic Insights
You won’t just get data — you’ll get a list of intelligent, customized recommendations. From potential entity changes to cash flow timing, deduction strategies, and more, we translate your numbers into next steps.
Whether you’re looking for a standalone second opinion or preparing to engage in a full Taxsmithing implementation, The Sparkpoint™ Report gives you clarity, control, and a competitive edge — all in one powerfully structured document.
The starting point for smarter tax decisions.
Every great plan begins with clarity — and that’s exactly what our Strategy Meeting delivers.
In this 60-minute, one-on-one session, we take a deep dive into your financial life, tax history, business structure, and goals. We ask the right questions, listen closely, and begin identifying where strategy can replace guesswork.
From that session, we build your Living Blueprint™ — a custom-designed, dynamic visual map of your tax strategy. It lays out:
- How your income flows
- Which entities you’re using (or should be)
- What timing, structure, and deductions are available
- Assets and strategies for protection
- And what opportunities exist to reduce taxes and grow smarter
The Living Blueprint is not just a document. It’s the core planning tool that evolves with you — refined over time as your life and business change. It's the heart of Taxsmithing, and it all starts here.
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!