Our Difference Services New Clients Fees & Policies Get Started — Free Guide (512) 326-8608 Accassociates@Accassociates.com
Austin, Texas — Independent Financial Advisory

We are here to protect
you, your family,
and everything
you have built.

"You have stood in a paint aisle staring at forty shades of white. You already understand what we do. We stay until it is exactly right."

Most accountants see you once a year, process what you bring, and move on. We learn your story, know your family, and build a relationship that deepens every year — because the more we know about your life, the better we can serve you.

Get Your Free Guide Our Approach
Relationship-based, not volume-driven
Few new clients. Complete attention.
Austin roots
Lakeway state of mind
IRS Registered — PTIN verified
Payment at delivery — no surprises
Why We Are Different

Your accountant should know your story — not just your receipts.

We are not a volume-driven firm. We intentionally limit the number of clients we accept each year so that every person we serve gets the attention and depth of relationship they deserve.

01

We remember everything

That trip you mentioned, the supplier visit, the family change — we connect life events to financial opportunities that others miss entirely because they never asked in the first place.

02

We know your whole family

Where your kids go to school, whether you care for your parents, your plans for next year. Every detail makes us more useful to you — not just at tax time, but all year long.

03

We grow at the speed of excellence

Not the speed of volume. We only offer services that are fully integrated and tested. No overpromising. No rushing. What we offer, we deliver completely.

04

We keep you proactive, not reactive

When tax law changes affect your specific situation, you hear from us first — not in April. Quarterly or semi-annual check-ins so you are never caught off guard.

Cesar Jimenez Lithgow — ACC Associates of Austin
Cesar Jimenez Lithgow
ACC Associates of Austin

I have spent years building relationships that allow me to know my clients the way a trusted advisor should — not just their numbers, but their lives, their families, and their goals. Every client I take on is a relationship I intend to keep for decades.

Thirty years across industries — construction, oil and gas, hospitality, nonprofits, and more. That breadth of experience is what allows us to ask the questions other firms never think to ask.

Serving Austin-area clients across personal, business, corporate, partnership, and nonprofit returns for over 15 years.

●  Accepting select new clients — by mutual fit

Austin Yacht Club — The Hills, Texas

How We Serve You

Services built around your life.

Everything we offer, we deliver completely.

01

Tax Preparation & Strategy

Personal and business returns prepared with deep knowledge of your situation. We find what others miss because we know your story — not just your W-2.

02

Bookkeeping & Financial Records

Clean, accurate books with real-time clarity. You always know where you stand — not just at year end when it is too late to change anything.

03

Financial Life Advisory

Proactive guidance before you make major decisions — not after. When the law changes in a way that affects your situation, you hear from us first.

04

Legal & Estate Referrals

A vetted network of legal partners for wills, estate planning, and business structure. We coordinate so nothing falls through the cracks between your advisors.

New Clients

You are in the right place.

Our process is calm, clear, and built around respect for your time. We do not rush onboarding — we only take on a new client when we are fully prepared to serve them completely.

Every new relationship takes time. In the first year, we are learning about you and your priorities as much as you are learning about us. We are setting up your profile, learning about your family, your goals, your business, the things that keep you up at night and the dreams you are ready to share with someone who will actually listen. We are listening to you and learning what you mean — not just what you say — so we can deliver not only what you want but what you truly need. We are learning how you think because we aim to be ready to answer the questions you don't yet know you need to ask.

That takes real time and real focus. Once that foundation is built, everything becomes easier — lower friction, less stress, and a relationship where you already know how to reach us and we already know how to serve you. That is why we limit how many new clients we welcome at once. Not to be exclusive. To be excellent.

Letter of Introduction

We have prepared a Letter of Introduction that explains who we are, how we work, and what you can expect. Read it before you ever pay a cent.

Download Letter of Introduction (PDF)

What to expect as a new client

From the moment you share your information with us, our goal is to make the process feel manageable and respectful — never rushed or pressured.

  • Initial conversation focused on fit — no pressure, no sales pitch
  • Clear explanation of what we need and why
  • Flexibility when documents are remembered or discovered later
  • Respect for your time, your family, and your circumstances
  • We do not fully onboard until we are ready to serve you completely

Submitting your tax documents to us constitutes acceptance of our terms of service. Returning clients reaffirm acceptance each year by submitting documents.

Client checklists & preparation guides

Writer-friendly checklists to help you gather what you need without feeling overwhelmed. Keep your own digital copies — we retain ours per IRS-compliant standards.

Full 1040 Checklist — Fillable PDF Short Checklist — Fillable PDF

For best results with fillable fields, open in Adobe Acrobat Reader rather than a browser. Download free here.

First-year clients

For first-year clients we have a few simple guidelines that protect both of us while we get to know each other.

  • Payment in full required at delivery of the completed return
  • Personal checks not accepted for first-year clients
  • Accepted: cash, Venmo, PayPal, credit cards (3% fee), cashier's checks, money orders
  • Amendments and pre-filing rework quoted separately and prepaid

If we determine our firm is not the right fit, any documents in our possession will be returned to you promptly.

Fees & Policies

You will always know what to expect — before we begin.

Transparency in fees and process is not a policy here — it is a promise. Every service is quoted and approved before work begins.

Base fees

  • Base Form 1040 fee: $550.00
  • Additional schedules and complexity may increase the fee — we discuss and request your approval before proceeding
  • Completed returns provided electronically at no additional cost
  • Paper copy included at delivery at no extra charge

Amendments & rework

  • Amendments billed separately at quoted rates — prepaid before release
  • Pre-filing rework requested at delivery is billed additionally
  • We prefer written change requests — verbal requests accepted when necessary

Extensions are filed at the firm's discretion based on professional judgment and the information available at the time.

Payment timing & methods

  • Payment in full required at delivery of the completed return
  • First-year clients: no personal checks accepted
  • Accepted first-year: cash, Venmo, PayPal, credit cards (3% fee), cashier's checks, money orders
  • Returning clients: Zelle, check, or any method above

Ongoing support

  • IRS correspondence assistance related to a return we prepared — included for one year after filing
  • Digital copies retained as workpapers per IRS-compliant document retention standards

Terms of service: submission of tax documents constitutes acceptance. Returning clients reaffirm each year by submitting documents.

All services beyond the base return are quoted individually after our initial conversation — always before work begins, always with your approval.

How It Works

A calm, clear path from first conversation to ongoing relationship.

We keep the process predictable so you can focus on your life while we focus on the details.

01

Initial conversation

We talk through your situation, your goals, and whether our firm is the right fit. No pressure, no sales pitch — just an honest conversation about whether we are right for each other.

02

Document gathering

You use our checklists to gather and submit your documents. If something is remembered later — we work with you. That flexibility is part of what sets us apart.

03

Preparation & review

We prepare your return with care, communicate clearly about questions, and review key items with you in plain language — never tax jargon.

04

Filing & the relationship begins

We file your return upon delivery and payment. This is not the end — it is the beginning of a relationship that deepens every year we work together.

Our Promise

"We do not make promises an ocean wide. We commit to genuinely understanding your business, your life, and your goals — so we can help turn them into achievable steps that become a tangible reality."

"My previous accountant processed my return in 20 minutes. ACC Associates spent two hours with me the first meeting — asking about my kids, my business trip, my plans for next year. That was the moment I realized no one had ever actually asked me those questions before."

— Client, Austin TX

Free Download

Your Personal Financial Story Guide

The questions your accountant should be asking — but probably isn't. A self-discovery guide to help you identify and organize your financial goals, concerns, and life events.

  • Family financial profile template
  • Business expense discovery questions
  • Life event tax impact checklist
  • Year-round planning calendar
  • Document readiness guide

The same questions we ask every new client — yours to keep, free.

Download the Guide Directly
Get Started

Start building your moat today.

Fill out the form and we will reach out within 48 hours to schedule your no-obligation strategy call. We review every inquiry personally — you will hear from a real person.

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Contact

When you are ready,
we would be honored to talk.

Referrals are always appreciated. Our availability for new clients is intentionally limited each year — we grow at the speed of excellence, not the speed of volume.

Email ACC Associates Call (512) 326-8608

Professional references available upon request.