Action Financial Services

10/16/2026

10/09/2026

💚🖤🤍 NEW CHAPTER. NEW GOALS. NEW OPPORTUNITIES!💚🖤🤍

🎉 Help us welcome Bria to the Action Financial Services (AFS) family! 🎉

Meet Bria, a dedicated mother of four, an ambitious go-getter, and an aspiring tax professional who's turning her goals into reality!

Bria is stepping into an exciting new chapter, investing in her education, expanding her skills, and building a future filled with growth and opportunity.

With a passion for helping others, building meaningful relationships, and creating long-term success, Bria is committed to providing professional, knowledgeable, and quality tax preparation services.

As she continues her training with Action Financial Services, she's preparing to officially begin serving clients in January 2027!

📣 Looking for a tax preparer this upcoming season? Keep Bria in mind! She's excited to connect with new clients, build lasting relationships, and welcome referrals from family and friends.

At AFS, we're proud to support individuals who are investing in themselves and taking steps toward building successful careers.

Welcome to the AFS family, Bria!
We're excited to support your journey and watch you grow!

💚🖤🤍 Action Financial Services 💚🖤🤍
Education. Opportunity. Growth. Success.

10/09/2026

💚🖤🤍 NEW CHAPTER. NEW GOALS. NEW OPPORTUNITIES! 💚🖤🤍

🥊🎉 Help us welcome Alonzo Neal to the Action Financial Services (AFS) family!

Meet Alonzo, a Philadelphia-based professional heavyweight boxer, personal trainer, lifelong athlete, and aspiring tax professional who's bringing his championship mindset into the tax industry!

Through his athletic career, Alonzo has learned the importance of trust, teamwork, discipline, and having the right people in your corner. Now, he's ready to bring those same values to helping individuals and families navigate tax season with confidence.

Alonzo is investing in his education, developing his tax preparation skills, and preparing to officially begin serving clients in January 2027 with Action Financial Services!

For him, this journey is about more than taxes. It's about building relationships, earning trust, and being a reliable helping hand when people need it most.

📣 Need someone in your corner this upcoming tax season? Keep Alonzo in mind! He's excited to welcome new clients, and referrals are always appreciated!

🥊 His mission? To help you knock tax season OUT COLD!

Welcome to the AFS family, Alonzo!
We're excited to support your growth and success!

💚🖤🤍 Action Financial Services 💚🖤🤍

GOALS. RELATIONSHIPS. GROWTH. SUCCESS.

10/09/2026

💚🖤🤍 NEW CHAPTER. NEW GOALS. NEW OPPORTUNITIES!💚🖤🤍

🎉 Help us welcome Diamond Carter to the Action Financial Services (AFS) family!🎉

Meet Diamond, a Colorado-based entrepreneur, devoted mother, commissioned Notary Public, and aspiring tax professional who's excited to take her career to the next level!

Known for her personable nature, attention to detail, and genuine passion for helping others, Diamond believes in building meaningful relationships, creating opportunities, and treating people with care, integrity, and respect.

Diamond is stepping into an exciting new chapter by investing in her education, completing specialized tax training, and developing the knowledge and skills needed to provide professional, reliable, and quality tax preparation services.

💚 As she continues her training with Action Financial Services, Diamond is preparing to officially begin serving tax clients in January 2027!

For Diamond, this journey is about more than preparing taxes. It's about personal growth, financial empowerment, building trust, and helping individuals and families feel confident and comfortable throughout the tax preparation process.

Outside of her professional goals, Diamond is a proud sports mom who enjoys supporting her son, exploring new business ventures, and finding new ways to grow personally and professionally.

📣 Looking for a tax preparer for the upcoming tax season? Keep Diamond in mind! She's excited to connect with new clients, build lasting relationships, and help make tax season a little less stressful, one return at a time. Referrals are always welcome!

Welcome to the AFS family, Diamond! 💚 We're excited to support your journey and watch you grow into a successful tax professional!

💚🖤🤍 Action Financial Services 💚🖤🤍

GOALS. RELATIONSHIPS. GROWTH. SUCCESS.

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.

📌 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.

📌 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.

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!

📩 Message me today to learn more about AFS Tax Software.