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MBK Financial Services, LLC

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Duluth, GA
MBK Financial Services, LLC

Transforming numbers at MBK Financial Services, your trusted tax & accounting partner.

Where compassion meets financial expertise - we understand your unique story, ensuring success with a human touch.

07/17/2026

Do you know how your business is actually taxed?

If you're a small business owner, freelancer, or entrepreneur, there's a good chance you're operating as a pass-through entity.

That means your business income is generally reported on your personal tax return, so changes to individual tax rates can directly impact your small business taxes. Many eligible businesses may also qualify for the 20% Qualified Business Income (QBI) deduction.

One important tax tip: You could owe taxes on business profits even if your business doesn't distribute the cash to pay the tax bill.

With 95% of small businesses taxed through their owners' personal tax returns, it's worth reviewing your business structure from time to time to make sure it's still the right fit.

Save this post for future tax planning.
Share it with a fellow business owner.

Need guidance? We're here to help.
https://calendly.com/mbkfinsvcs/intro

07/15/2026

"I got paid through Venmo, so it doesn't count as income... right?"

Not necessarily.

This is one of the most common tax questions we hear, and the answer depends on why you received the money.

If someone paid you back for dinner, rent, or shared expenses, that's generally not taxable.

But if you were paid through Venmo, PayPal, or Cash App for freelance work, side gigs, selling products, or providing services, that money is generally taxable income, even if you don't receive a tax form.

A Form 1099-K is simply a reporting form. Whether or not you receive one, you're still responsible for reporting taxable business income.

Tax Tip: Keep track of business payments separately from personal transactions. Good recordkeeping makes tax season much easier and helps you avoid surprises.

Have questions about reporting digital payment income? We're here to help.

📩 Send us a message or schedule a consultation to make sure you're staying compliant and maximizing your tax strategy.

https://calendly.com/mbkfinsvcs/intro

07/13/2026

Picking up a side hustle or earning extra income? Don't let tax season catch you off guard.

That freelance project, second job, or growing business might be bringing in more money—but it could also change how you're taxed.

One of the biggest mistakes we see is assuming all income is taxed the same. It's not.

If you're earning 1099 income, you may be responsible for paying your own income taxes and self-employment taxes. If you're working multiple W-2 jobs, your tax withholding may not be enough once all your income is combined.

The good news? A little planning now can help you avoid an unexpected tax bill later.

Here are a few smart tax moves:
✔️ Know whether you'll receive a W-2 or 1099
✔️ Review your tax withholding when your income changes
✔️ Keep business and personal expenses separate
✔️ Plan ahead for estimated tax payments if your side income becomes consistent

Whether you're freelancing, consulting, running a side hustle, or growing your business, proactive tax planning can help you keep more of what you earn and avoid costly surprises.

📌 Save this post for tax season.
📤 Share it with someone earning extra income.
📞 Have questions? We're here to help you build a smarter tax strategy.

Schedule your consultation:
https://calendly.com/mbkfinsvcs/intro

07/10/2026

Consultation Policy Update 💼

To ensure every consultation is dedicated, productive, and tailored to your needs:
A $100 nonrefundable consultation fee is required to reserve your appointment.

This helps us provide focused, personalized tax and accounting guidance while reserving time exclusively for serious inquiries.

Ready to get started?
📅 Schedule your consultation today.
https://calendly.com/mbkfinsvcs/intro

07/08/2026

Before you start shredding those tax documents...stop.

Now that tax season is behind you, it's tempting to clear out the paperwork and move on. But tossing the wrong document could create a major headache if the IRS, or even your state, requests information later.

The good news? You don't need to keep everything forever. You just need to know what to save, what you can safely shred, and how long to keep important tax records.

Here are a few key reminders:
✔️ Keep your Form 1040 indefinitely.
✔️ Save supporting tax documents like W-2s, 1099s, receipts, and bank statements for at least 3 years (and sometimes longer).
✔️ Hold onto property and investment records until at least 3 years after the asset is sold.
✔️ Organize your files now—your future self will thank you if you're ever audited.

A little organization today can save you time, stress, and money later.

💡 Save this post so you know what to keep after tax season, and share it with another business owner or professional who could use the reminder.

Need help staying organized or creating a proactive tax strategy?

Schedule a call with us—we're here to help.
https://calendly.com/mbkfinsvcs/intro

07/06/2026

Be honest... when was the last time you looked at your numbers?

If you're halfway through the year and still haven't done a midyear financial review, this is your reminder.

Taking a look at your finances now can help you identify tax-saving opportunities, improve cash flow, and make better business decisions before year-end. A little planning today can save you a lot of stress later.

Need help figuring out your next steps? We'd love to help.

Schedule your consultation here:
https://calendly.com/mbkfinsvcs/intro

Please note: All consultations require a $100 nonrefundable consultation fee. This allows us to dedicate time to reviewing your situation and providing personalized tax and financial guidance.

07/03/2026

Think you've tracked every business expense? You might be missing a few.

Many business owners overlook everyday expenses that could make a difference when it's time for tax preparation. Bank fees, software subscriptions, and professional education are just a few examples that are easy to forget but important to document.

The key isn't just spending, it's keeping accurate records all year long. Good bookkeeping and proactive tax planning can help you stay organized, maximize eligible deductions, and avoid unnecessary stress during tax season.

📌 Save this post as your quick expense checklist, and share it with another business owner who needs the reminder.

07/01/2026

New month, new chance to get your business finances on track.

If you're a business owner, it's easy to push tax tasks aside while you're focused on running your business. But staying organized each month makes tax season much less stressful, and helps you avoid costly surprises.

A simple monthly checklist can keep your bookkeeping, tax planning, and financial planning on track, so you're always prepared for upcoming deadlines.

Small, consistent habits today can save you time, money, and stress later.

✅ Save this checklist for your monthly routine and share it with another business owner who needs the reminder.

06/29/2026

Think you found a mistake on your tax return? Don't rush to amend it just yet.

It might seem like filing an amended tax return is the obvious next step, but that's not always the best move.

Depending on the situation, amending your return could lead to a larger refund, but it may also affect your audit timeline, require updates to other tax returns, or take much longer to process.

That's why every correction deserves a closer look before you file.

Swipe through for key tax tips to help you decide whether amending your return is the right choice.

Need help evaluating your options? We're here to help you make an informed decision.

📞 Schedule a call with us to discuss your situation.
https://calendly.com/mbkfinsvcs/clientmeeting

Save this post for future reference and share it with other business owners who may find it helpful.

06/26/2026

Still waiting until tax season to think about your tax strategy?

Many business owners get caught up running their business and put tax planning on the back burner, until deadlines start approaching.

The good news? There's still time to be proactive.

A strong tax strategy goes beyond filing taxes. It's about making smarter financial decisions all year long so you can stay organized, avoid surprises, and focus on growing your business.

We help business owners with proactive tax planning, financial planning, accounting services, and year-round support to keep their business on track.

📞 Schedule a consultation and let's build a stronger strategy for the rest of 2026.
https://calendly.com/mbkfinsvcs/clientmeeting

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Address

3883 Rogers Bridge Road, Suite 201A
Duluth, GA
30097

Opening Hours

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

Telephone

+17703062386

Website

http://www.mbkfinancialservices.com/, https://calendly.com/mbkfinsvcs/intro

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