ISSUE 8, VOLUME 16  4.22.2024

Welcome to the financial freedom press issue 8 volume 16!

We hope that you feel less stress now that the main tax deadline has passed. If you filed an extension, you have a bit of a breather before the October 15^th deadline is upon us.

This will be a shorter version of our newsletter as we are currently on a post-tax season break, but wanted to make sure we kept you up to date with upcoming deadlines and other resources. Don’t hesitate to comment or email support@mtaustinandassoc.com if there’s something that you would like to see in future editions of Financial Freedom Press.

If you are a new client, you may not know that we make our mental and physical health a priority at MT Austin and Associates/dba The Wealth Activator and after each tax deadline, take some time away from our computers and calculators to relax and restore. Please note that our office and calendar will be closed until Wednesday, May 1^st. If you need information while we’re away you can always reach us through our contact page to request a quote or request a proposal, through our online inclusion portal. If you are a returning client, simply drop us a line via email or through your Verifyle tax portal.

Please know that if you have an open project, late tax filing or upcoming deadline (particularly nonprofits) those will be our priority when we return.

We know your time is valuable, so we’ll keep this brief:

• MTAA Update: We are always seeking to improve our client communication and internal organization and are testing out a new client portal which integrates seamlessly with QuickBooks and Xero and will give us the option to ask for clarification and send financial reports without additional spreadsheets or emails. We are in the testing phase and love it so far and hope that you will too! If you receive a notice that Keepers has been added to your accounting system, don’t fear, it’s us! You will receive an invitation to the new portal in mid-May. Please don’t hesitate to email us if you have any questions.
• Valuable Resource: We are getting great feedback about our Less Taxes More Money video course! If you have questions about what you can deduct as a sole proprietor/business owner, what expenses you should be considering when filing your tax returns and how to calculate your estimated tax payment for the IRS, this course is for you and ONLY $44! Click HERE to pay and get your personal link to the course, or scan the QR code below.

• Helpful Resource: Screenshot or download this summary of tax deadlines that are coming up in the second quarter (April to June). Please note that if you are required to collect sales tax on services or products, you are also obligated to file a sales tax report and send those funds to the state. In Pennsylvania, the returns are due monthly, quarterly or semiannually depending on your typical sales tax collection. Refer to your state portal for more information.

We deeply appreciate your support and patience during this challenging tax season, and value each and every client and the wonderful Google reviews that you have taken the time to write.

I hope you stay well and also find time to prioritize rest until our next newsletter. Please feel free to share this with your friends and family and follow us on all social media platforms for the most up to date information.

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That’s it, short and sweet until our next newsletter in May!

~ MT Austin