MBK Financial Services, LLC

Nonprofit Filing Deadline: Nov. 15! 🚨

Don’t miss it! Keeping your tax filings up to date is an important step to ensure your organization stays in good standing.

Find Tax Savings in Your Tax Elections! 💸

Did you know? The choices you make on your tax return can make a BIG difference in your refund! From choosing the right filing status to making smart decisions about deductions, every “election” counts. ✅

Swipe through to explore 4 key tax elections that could boost your savings this year! 💵

Ready to maximize your tax return? Let’s chat—drop your questions in the comments or reach out today! 📲

Hello, November! 🍂

As we cozy up for the season, remember that every financial step we take can lead to more security and peace of mind.

Whether it’s preparing for year-end taxes or setting goals for the future, we’re here to make the end of the year feel a little lighter and a lot more manageable.

Here’s to a November filled with growth, gratitude, and abundance!

Knowing the right tax moves can make all the difference!

Whether you're prepping for the future or aiming to get the most from this year's return.

Let us help you turn that knowledge into real savings! 💸

👉 Follow us for helpful tax tips and reminders, and subscribe to our newsletter to stay a step ahead every tax season.

Parents and caregivers, did you know there are tax breaks designed just for you? 🌟

Check out these 5 tax tips that could help you save:

➡️ Claim the Child Tax Credit
You can get up to $2,000 per child under 17, with $1,600 refundable. Make sure your child qualifies under IRS rules.

➡️ Use the Child and Dependent Care Credit
If you pay for childcare to work, you can claim up to 35% of expenses (up to $3,000 for one child or $6,000 for two or more). This includes daycare, summer camps, and more.

➡️ Check Earned Income Tax Credit (EITC)
Low- to moderate-income families can qualify for up to $7,430 if they have three or more children. Even if you owe little in taxes, you might still get a refund.

➡️ Update W-4 for Withholdings
After having a child or other family changes, update your W-4 form to adjust how much tax is taken from your paycheck. This helps avoid big tax bills or refunds.

➡️ Save for Education Tax-Free
Use 529 plans or Coverdell ESAs to save for your child’s education. Contributions grow tax-free, and withdrawals for qualified education expenses are also tax-free.

Every dollar counts! 💰 Let’s make sure you’re getting the credits and deductions you deserve.

Need help? Contact us today!

Catch the wave of savings with us... but don’t forget your receipt! 📝

Your tax deductions ride on those little pieces of paper! 😉

Let’s make sure you’re getting every dollar you deserve—message us for personalized tax help! 📲

Did you know that filing as head of household could save you thousands on your taxes? 💰

It comes with big benefits like a higher standard deduction and lower tax rates—but only if you qualify!

Swipe through to learn the rules, and if you think you might be eligible, we're here to help.

Contact us today to maximize your tax savings and keep more of what you’ve earned! 📞

It's Tax Day! Personal taxes due today. ⏰

Don’t forget to submit your return and make your payment to stay on track.

Happy Monday! New week, new opportunities! 🌟

No matter what challenges come your way, you have the strength and resilience to rise above them.

Believe in yourself and take on each day with confidence—you’re capable of amazing things! 💪

🧐 The best way to save for retirement is _________.

We want to hear from YOU! Whether it’s contributing to a 401(k), opening an IRA, or something else entirely, what’s your go-to retirement savings strategy? 💼💰

Drop your answers in the comments below. Who knows—your tip might inspire someone else to get ahead on their retirement planning. 🙌

Need help finding the right plan for you? We’re here to guide you!

💡 Did you know you can still claim tax breaks even if you don’t itemize? 💰

If you’re using the standard deduction, you might think you’re missing out on extra tax savings—but that’s not always true! There are several ways to reduce your taxable income and save more during tax season. 📝

From IRA contributions to education credits and more, non-itemizers have options! 📊💼

Swipe through our post to discover some key deductions and credits that could apply to you. It’s time to maximize your tax benefits and keep more of your hard-earned money. 🙌

Have questions? We’re here to help!

Which one do you prefer? 💻📊

Do you love the hands-on approach with DIY tax software, or do you prefer the peace of mind that comes with hiring a professional? 🤔

We know juggling work, business, and life can be overwhelming, especially when tax time rolls around. So, which one would you choose to make things easier?

Let us know in the comments below! 👇

Reminder: Just 10 days left until the October 15 personal tax deadline! ⏳

If you haven't already, it's best to submit your documents now 📑, but no later than October 15, 2024.

Need help getting everything in order? Don’t wait—reach out today, and let’s make filing stress-free! ✅

Check out and save these links below:
👉 Client portal log-in:
https://mbkfinsvcs.clientportal.com/ #/login

👉 Tutorial on how to upload files:
https://support.getcanopy.com/en/articles/9376049-upload-a-file-to-canopy

💡 Did you know?

If you’re contributing to a retirement account like an IRA or 401(k), you might qualify for the Saver's Credit—a tax credit that reduces your taxes dollar for dollar! 💸 It's a smart way to boost your retirement savings while lowering what you owe.

Ready to make the most of your finances? Let’s talk about how we can help you maximize this benefit! 💼

Hello, October! 🍂

As we step into a new month, it's the perfect time to refresh our goals and finances.

Whether you're preparing for year-end tax planning or tackling those accounting tasks, remember that it's never too late to make smart financial decisions.

Let's welcome October with a mindset of growth and progress! 💪🍁

Feeling like balancing your chakras might be easier than balancing your taxes? 😅 We get it!

With deadlines creeping up, things can get a little stressful. But no worries—we’ve got you covered! 🗓️

Take a deep breath, and let us handle the numbers while you focus on finding your inner peace. ✨

Need assistance? Contact us today to get started!

Tax Reminder! ⏳ Only 20 days left until personal taxes are due!

Don’t let the deadline sneak up on you. If you need help getting everything sorted, now’s the perfect time to act!

Check out and save these links below: 👇
Client portal log-in: https://mbkfinsvcs.clientportal.com/ #/login

Tutorial on how to upload files: 👇
https://support.getcanopy.com/en/articles/9376049-upload-a-file-to-canopy