A&S Financial Tax Planning Consulting Firm

A&S Financial Tax Planning Consulting Firm Proven working experience as a Financial Adviser, Controller, Accounting & Planner, Specialist.

09/05/2026

📢 IMPORTANT VIP CLIENT UPDATE — 2026

As A&S continues to grow and transition from a traditional tax preparation company into a Tax Planning & Financial Services Company, we are making some important changes to how referrals will work this year.

Because of our high client volume, limited availability, and expanded services, referrals will now be VIP CLIENT ONLY.

⭐ WHAT DOES THIS MEAN?

If you are currently on our VIP Client List, you will receive a VIP Client Card beginning this year.

Your VIP card will be used to identify your VIP status when submitting your tax documents and accessing your VIP benefits.

🔐 Your 4-Digit VIP PIN
Your VIP PIN will be the last 4 digits of your Social Security number. Please keep your VIP card and PIN secure and do not share them publicly.

💎 VIP CLIENTS RECEIVE MORE

Our VIP clients will have access to additional benefits across our services, including priority access, tax planning support, bookkeeping resources, document organization, and other services available through A&S.

VIP clients are also clients who understand the value of professional tax planning, proper recordkeeping, organized documentation, and investing in quality financial services.

💰 WHY THE CHANGE?

We are no longer operating strictly as a tax preparation business. We are building a year-round tax planning company focused on helping clients become more organized, plan ahead, maximize opportunities, and make better financial decisions.

With that comes a different level of service, responsibility, and investment.

We truly appreciate every client who has trusted A&S over the years. ❤️

If you are already a VIP client, thank you for being part of the A&S family. Your loyalty and continued business are the reason we are able to grow.

📌 Please remember: VIP referral access is limited. If you are not currently on the VIP list, referrals may not be available to you this year.

A&S is growing — and our VIP clients are growing with us. 💎📈

— Coach Angela
A&S Hospitality LLC Consulting FirmOne important security note: I’d recommend not publicly posting that the VIP PIN is the last 4 digits of the SSN. That’s sensitive information and a predictable PIN. A unique 4-digit PIN generated by A&S would be much safer.

09/05/2026

💰📋 INDIVIDUAL TAX PLANNING STARTS BEFORE TAX SEASON! 📋💰

Think tax planning is only for business owners? Think again! 👀

Your income, life changes, deductions, credits, withholding, and important documents can all affect your tax return.

📌 What should you be keeping organized?

💼 INCOME DOCUMENTS
✔️ W-2s
✔️ 1099s
✔️ Retirement income statements
✔️ Unemployment documents
✔️ Investment income
✔️ Other sources of income

🏠 IMPORTANT LIFE & TAX DOCUMENTS
✔️ Mortgage interest statements
✔️ Property tax records
✔️ Student loan interest
✔️ Education expenses
✔️ Childcare expenses
✔️ Charitable contributions
✔️ Health-related tax documents when applicable
✔️ Prior-year tax return
✔️ IRS & state notices

👨‍👩‍👧 LIFE CHANGES MATTER!

Did you get married? 💍
Have a baby? 👶🏽
Buy or sell a home? 🏡
Start college? 🎓
Change jobs? 💼
Retire?
Move to another state?
Start receiving new income?

These changes can affect your tax situation.

📊 AND DON'T FORGET YOUR WITHHOLDING!

If your income changes during the year, your tax withholding may need to be reviewed. Waiting until filing season could leave you surprised by a balance due—or unaware of opportunities to better plan.

💡 Tax preparation looks at what already happened.
Tax planning helps you prepare for what’s coming.

Don't wait until January to start searching for documents and asking questions.

📲 A&S Hospitality LLC Consulting Firm
Tax Preparation • Tax Planning • Bookkeeping • Business Services

📞 816-900-4095

✨ Organize today. Plan ahead. File with confidence. ✨

09/02/2026

Hi! 😊 Please use the Tax Client Portal to upload any tax letters or documents you receive. I’m not always by my phone, and messages can easily get overlooked or forgotten after a busy day.

Uploading everything directly to the portal helps me keep your documents organized and ensures I can review and follow up properly.

Tax Client Portal:
https://app.jotform.com/262000451218139

Thank you so much! 💙

💎 A&S TAX VIP CLIENT ANNOUNCEMENT — 2027Congratulations—you’re moving to a higher level! As your income and business gro...
08/23/2026

💎 A&S TAX VIP CLIENT ANNOUNCEMENT — 2027

Congratulations—you’re moving to a higher level! As your income and business grow, the amount of planning, preparation, bookkeeping, and year-round work I complete for you also increases.

VIP eligibility includes:

✨ Tax clients whose service fees are $2,000 or more
✨ Higher-income tax-planning clients
✨ Clients who upload all required documents
✨ Clients who learn and follow our systems
✨ Clients who maintain complete business and tax records
✨ Clients who pay all fees as agreed

Approved VIP clients will receive a special VIP card by January. Your card will include a private passcode. Enter the passcode and upload a copy of your VIP card with your tax documents to receive your available VIP offers.

VIP benefits may include:

💎 Special service discounts
💎 Higher referral rewards
💎 Priority reminders and updates
💎 Year-round bookkeeping support
💎 Recordkeeping guidance
💎 Tax-planning education
💎 Access to exclusive client offers

Year-round bookkeeping support is included in our rates. This is one reason our fees may differ from basic tax-preparation services. The more you grow, the more work I complete behind the scenes to help you remain organized and prepared.

Remember: Keep your records, use the upload system, list every tax document, and report all changes in the notes section.

📂 Upload Files and Access the Tax Portal:
[https://app.jotform.com/262000451218139](https://app.jotform.com/262000451218139)

Congratulations to my 2027 VIP clients—let’s keep growing! 💙💎

08/23/2026

📢 A&S TAX CLIENT REMINDER: 2027 TAX SEASON IS COMING!

It’s almost October, and I’m getting everything organized for the upcoming tax year. I’m also creating a new VIP program for clients who pay their fees on time, maintain complete records, and follow all filing instructions.

VIP benefits may include:

✨ Special service discounts
✨ Higher referral rewards
✨ Priority updates and reminders
✨ Additional year-round support

From October through January 5, returning clients must submit all updates and changes through the tax portal or add them to the notes section of their forms. Every client’s situation and required forms are different, so this step is extremely important.

Please also provide a complete list of every tax document you expect to submit. This protects both of us by confirming that you provided everything and that I received everything. Once I review your documents, I want us both to be able to verify that nothing was missed.

Tax season is extremely busy for tax professionals. Staying organized, using the portal, and listing your documents will help make the process smoother and more accurate for everyone.

📂 Upload Documents and Access the New Tax Portal:
https://app.jotform.com/262000451218139

Please begin gathering your income forms, business records, deduction records, identification, dependent information, and any changes from the previous year.

2027 is going to be a great year! 💙✨

📢 **IMPORTANT BUSINESS TAX RECORD REMINDER**If you own a business, please understand that **we cannot track or determine...
08/11/2026

📢 **IMPORTANT BUSINESS TAX RECORD REMINDER**
If you own a business, please understand that **we cannot track or determine your entire yearly business income and expenses for you from bank statements alone.**
Before tax preparation, you are responsible for providing **organized and accurate yearly totals**, including:
• Total yearly business income
• Profit & Loss Statement (P&L)
• Categorized business expenses
• Employee W-2/payroll records, if applicable
• 1099 contractor information, if applicable
• Mileage and other deduction records
• Receipts and supporting documentation
Bank statements can help support your records, but they should **not replace proper bookkeeping or a completed Profit & Loss Statement.**
Please keep up with your records throughout the year. We don't want to guess, overlook income, or miss legitimate business expenses.
If something is missing, we can work together to correct it, but additional work such as amendments may result in additional fees.
**Better records = better tax preparation.** 📊💙
Let’s stay organized throughout the year so tax season is about filing—not trying to rebuild an entire year of business activity. See less

08/09/2026

💳 CREDIT TIP: Don’t let a high balance appear on your credit report!

Your payment due date helps you avoid late fees, but your statement closing date may affect the balance reported to the credit bureaus.

Try this approach:

✅ Make a large payment before your billing cycle ends.
✅ Allow only a small balance—or no balance—to appear on your statement.
✅ Pay anything remaining by the official due date.

A lower reported balance can improve your credit utilization, which may positively affect your credit score.

It’s not about spending more money—it’s about knowing when to make your payments. Save and share this credit tip! 📈✨

💙 Introducing Our New A&S Client Portal!Send messages, upload documents, receive updates, and communicate securely—all i...
08/04/2026

💙 Introducing Our New A&S Client Portal!

Send messages, upload documents, receive updates, and communicate securely—all in one place.

📲 Access the portal here:
https://app.jotform.com/262000451218139

Please note: We no longer communicate by text through the 404 number. Use the portal or email for assistance.

This is my second credit-building account! 👷‍♂️🙌 I’m staying consistent because daily credit building is the key to stro...
08/04/2026

This is my second credit-building account! 👷‍♂️🙌 I’m staying consistent because daily credit building is the key to stronger credit.

Here are 6 credit-building tips:

1. Check your credit reports regularly.

2. Set every card and account on automatic payments.

3. Always pay on time.

4. Keep credit card balances low.

5. Avoid applying for too many accounts at once.

6. Add positive accounts that report monthly to the credit bureaus.

Good credit is not built overnight—it is built through consistent habits, smart choices, and patience! 👏👌💳🏗️

**💳 Good Credit Pays Off! 🎉**Six months of on-time payments is more than a streak—it's proof that consistency builds fin...
07/30/2026

**💳 Good Credit Pays Off! 🎉**

Six months of on-time payments is more than a streak—it's proof that consistency builds financial success.

✔️ Better approval odds
✔️ Stronger credit profile
✔️ More financial opportunities
✔️ Greater peace of mind

Every payment you make on time brings you one step closer to your financial goals. Stay consistent, keep building, and let your credit work for you.

**Good credit isn't built overnight—it's built one on-time payment at a time.** 🌟💙

Address

Lawrenceville, GA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when A&S Financial Tax Planning Consulting Firm posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to A&S Financial Tax Planning Consulting Firm:

Shortcuts

Share

Category