New Tools, Smarter Payroll, Better Tax Planning: August at AMD
Summer might be cooling off, but around here, things are heating up. This month, we’ve got a lot to cover—from welcoming a new team member to sharing tax-smart tips that save you stress (and money). Here’s what’s happening at AMD this August.
Meet Justin Cox: AMD’s Newest Accountant
We’re excited to officially welcome Justin Cox to the AMD team! A Magna Cum Laude grad from Arizona State University, Justin brings sharp attention to detail, real-world business insight, and a calm, client-first presence to every conversation.
He’s working closely with Senior Accountant Yessica Valadez to support AMD clients across industries. You might hear from either of them depending on your services or needs—rest assured, you’re in good hands.
Say hi or connect with Justin directly:
📩 Justin@amdwi.com
Payroll Tip: Don’t Let a Delay Cost You
Small business payroll doesn't have to be stressful. To help avoid delays, errors, or compliance issues, please make sure all payroll documents are submitted at least two business days before your scheduled payroll date.
This includes:
Employee hours
Bonuses or changes to pay
New hire paperwork
Tax withholding updates
Send payroll documents to: Payroll@amdwi.com
Questions? Call us: 608.817.AMD1 (2631)
AMD in the Community: Mark Hits the Mic!
Educating individuals and small business owners on tax strategy is why AMD exists. Mark’s been sharing tax strategies all over Beloit this month—and we’re loving the energy. Here’s a couple of highlights.
📍 REMAX Lunch & Learn – August 5
We packed the room with licensed agents ready to dig into strategies that protect commissions, reduce tax bills, and build long-term wealth.
📍 Beloit Rising Professionals RP Wellness Wednesday – August 13
We held a crash course session on shifting from reactive tax prep to year-round tax strategy, tailored for busy professionals.
Want Mark to speak at your next event or team meeting?
Email: hollie@amdwi.com or fill out the form below.
Featured Tool: The Tax Trifecta™ Analysis
Tax stress usually comes from not knowing what you’re missing. That’s exactly what the Tax Trifecta™ Analysis is built to fix. Whether your a business or an individual client, AMD’s signature service designed to uncover opportunities in three key areas:
Reduce what you owe
Grow what you earn
Plan ahead with confidence
Book a free Discovery Call to learn more and see how the Trifecta™ can help you meet your goals. Hint: doing this now, before the end of the year, is a great idea!
Spotlight: Tax Strategy for Real Estate Agents
We work with agents every day—and we know your tax situation is anything but typical. Between unpredictable commission income, staging and marketing costs, brokerage fees, and 1099/W-2 hybrid work, your finances deserve a smarter system.
That’s why AMD built a tax strategy program specifically for licensed real estate agents, designed to help you:
Minimize surprises at tax time
Track and claim agent-specific deductions
Build long-term wealth with strategic income structuring
Stay compliant while growing your business
Questions? Let’s Talk
If something sparked your interest or left you wondering how it applies to you, reach out.
We love helping people turn “I had no idea” into “I’ve got this.”
Until next month,
– The AMD Team