Dear Clients,

To ensure you have the best possible tax situation 2024  we kindly ask you to provide us with your accounting records for October as soon as possible if you haven’t already done so. This forecast will help us gain an overview of your financial situation and align your tax planning in the best possible way.

Once we receive the documents, we will process them promptly. If the forecast indicates a profit exceeding €30,000, we will calculate how to make the most of your profit allowance. In any case, we kindly ask you to also consider your revenue and outgoing figures (excluding fixed costs) for the rest of the year and send them to us in a short email. This will enable us to prepare a more accurate forecast, providing both you and us with clarity for the coming year.

You will then receive an email from us with the next steps and your personalized figures. Investments that have already been made and are included in your accounting records will, of course, be taken into account.

From December 2 to December 20, we are offering special appointments to discuss these points together. Please don’t hesitate to contact us to schedule a meeting. Investing 30 minutes to address open year-end matters is time well spent!

If your accounting is handled externally or if you use accounting tools, please prepare the relevant data and send us the records as of October 31 by the end of November at the latest. Ms. Mag. Holzinger is happy to assist you with any questions you may have.

Thank you for your support and excellent collaboration,

Your 360° Business Planner Team