Action Financial Services

Action Financial Services Action Financial Services is committed to precise tax filing and outstanding customer service. Mobile tax service at your convenience!

Pick up, drop off, your home or my office....and you get the most money back...FAST!!

08/19/2026

💻 Already have tax software? That doesn’t mean you can’t explore your options. 👀

Compare the software.
Compare the support.
Compare the training.
Compare the fees.

Make a decision that fits YOUR tax business. ✨

👇🏾Comment “COMPARE” if you’re considering a change.

08/03/2026

**Tax Planning Happens Before December 31**

One of the biggest mistakes business owners make is waiting until tax season to reduce their tax bill.

By then, most opportunities are already gone.

Smart tax professionals meet with clients throughout the year to discuss:
• Estimated tax payments
• Entity structure
• Retirement contributions
• Equipment purchases
• Income timing strategies

Preparation is compliance.
Planning is strategy.

The tax pros who provide year-round guidance become trusted advisors—not just return preparers.

đź“Ś Are you offering tax planning or only tax preparation?

08/01/2026

If I dropped an E-Book on business entities, who'd be interested?

07/30/2026

🚨 IRS Update: Some Taxpayers May Automatically Qualify for Penalty Relief!

The IRS has introduced a new Automatic Exemption from Penalty (AEP) program that could help eligible taxpayers avoid certain IRS penalties without having to request relief.

Here’s what you need to know:

✅ If you’ve consistently filed your tax returns on time and paid your taxes on time over the past three years, you may qualify.

✅ If you’re eligible, the IRS can automatically waive certain penalties for:
• Failure to File
• Failure to Pay
• Failure to Deposit

✅ There’s nothing you need to do. If the IRS applies the relief, they’ll send you a notice.

Keep in mind:

📌 This doesn’t erase the tax you owe or any interest that has accrued.

đź“Ś Not every return qualifies, so eligibility depends on your filing and payment history.

This is great news for taxpayers who have a strong compliance history. It’s also a reminder that filing and paying on time can pay off in more ways than one.

AFS is now accepting new bookkeeping clients. Tax season is approaching let us help you get your books ready.
07/30/2026

AFS is now accepting new bookkeeping clients. Tax season is approaching let us help you get your books ready.

07/28/2026

🎉 Big Announcement! 🎉

I’m excited to share that AFS is growing!

We officially offer AFS Tax Software to tax professionals looking for a reliable, professional software solution for the upcoming tax season.

Whether you’re an experienced tax office or just getting started, we have the tools and support to help you prepare returns with confidence.

If you’ve been looking for tax software backed by real industry experience, let’s connect!

đź“© Message me today to learn more about AFS Tax Software.

07/24/2026

DUE DILIGENCE TIP

Tax pros, asking the same generic questions for every client is not enough.

Yes, you should have standard questions that you ask every client to help determine whether they qualify for credits like EITC, CTC, AOTC, and Head of Household.

But here is the part many tax professionals miss:

Your additional inquiries should not look the same in every client file.

Every client has a different tax situation. Your follow-up questions should be based on:

The answers they gave to your general qualifying questions

The documents they provided

Any inconsistencies or information that does not make sense

And the documents you marked on Form 8867 as the records you relied on

You cannot just copy and paste the same questions and notes from one client file to the next and expect that to prove due diligence.

The IRS wants to see that you reviewed that specific client’s situation, asked the questions necessary to resolve their facts, and documented how you reached your conclusion.

Your notes should tell the story of that return.

Tailor your inquiries.

Ask the additional questions.

Document the client’s answers.

Because when it comes to due diligence, if it is not written, it did not happen.

Save this post and share it with a tax professional who needs to strengthen their audit-ready files.

07/22/2026

The client interview is one of the most important parts of your entire tax preparation process and it does not matter whether your client is sitting across from you in your office or connecting with you virtually from another state.

The conversation still has to happen.

This is where a lot of tax pros are dropping the ball. Whether you are in person or completely virtual you cannot skip the interview and just process whatever documents the client sends over. Collecting paperwork is not Due Diligence. Having a real conversation about what is in that paperwork is.

If you are virtual that means picking up the phone. Jumping on a video call. Sending a structured intake questionnaire that requires real answers and then following up on anything that does not add up. It means building a process that forces a real exchange of information between you and your client before you ever start preparing that return.

However you communicate with your clients the conversation has to cover the things that actually matter.

Their filing status and whether anything has changed. Who their dependents are and where they lived during the year. Every source of income including self employment and gig work that clients frequently forget to mention. Education expenses. Childcare expenses. Estimated tax payments. Life changes like a new job, a move, a marriage or a divorce. Business activity. Retirement income. And if applicable virtual currency transactions.

When something does not add up ask a follow up question. Do not assume. Do not fill in the blanks with what seems logical.
Ask. Clarify. And document exactly what your client told you regardless of how that conversation happened.

That documentation is your protection. It shows the IRS that you did not just process documents. You had a real conversation, asked the right questions and made informed decisions based on what your client actually told you.

Virtual or in person the standard is the same.

The conversation is not optional. It is the foundation of everything that follows.

05/04/2026

Credit tip y’all not gonna like 💳🔥

Paying your credit card off to $0 is NOT always the move.

If everything reports $0… the bureaus can read that like you’re not using credit at all.

Best play?
Let 1–9% report, then pay it off.

Example:
$1,000 limit → let $10–$90 report

Zero looks safe… low utilization looks strong.

Stop thinking “no balance = good credit”
It’s HOW you use it that builds your score.

If you didn’t know this… you’re leaving points on the table. 👀

Address

2600 S. Parker Road 5-153
East Aurora, CO
80014

Telephone

(303) 261-7779

Website

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