Smart Strategies for Real Estate Investors

Year-round accounting and tax guidance for sophisticated real estate portfolios.

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Maximize Returns on Short-Term Rentals

Accounting and tax planning that turns rental income into lasting wealth.

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QuickBooks Consulting for Growing Businesses

Bookkeeping and tax planning services to help you stay focused on what you do best.

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WELCOME TO BREAKAWAY TAX ADVISORS

Elevating the Business of Real Estate Investment

We specialize in year-round tax and accounting strategies for real estate investors who value partnership and personal attention. From Port St. Lucie to Jupiter and Stuart, our boutique firm ensures every property contributes to long-term financial success.

Tax
Preparation

  • 1040, 1120S, and 1065 tax return prep
  • K-1 preparation for real estate partnerships and S-corps
  • Multi-state, rental property, and short-term rental filings
  • Secure e-filing and digital delivery

Tax
Planning

  • Annual and mid-year tax projections with property-level insight
  • Estimated tax payment planning for rental and investment income
  • QBI/199A deduction strategies
  • Retirement plan contribution guidance

Accounting
Bookkeeping

  • Bookkeeping in QuickBooks Online with monthly reconciliations
  • Income and expense categorization across properties and businesses
  • Clear monthly reports (P&L and balance sheet) to track portfolio performance
  • Year-end package to simplify tax prep and planning

Business
Advisory

  • Structure real estate entities for tax efficiency and portfolio growth
  • Review property-level cash flow and overall financial performance
  • Optimize accounting systems and tools for multi-property operations
  • Plan for scalable growth, acquisitions, and strategic exits

WHAT CUSTOMERS ARE SAYING

Why Choose Us?

Rob helped us understand the tax side of our short-term rental business and made everything feel manageable. He’s organized, responsive, and knows his stuff.

- CRYSTAL P.

I didn’t realize how much a cost seg could do for a small portfolio. Rob broke it all down for me and gave me real numbers to work with.

- STEVEN K.

ABOUT US FAQ

WHERE DO I START

How It Works

STEP 1
Inquire + Questionnaire

Tell us about your business and your goals

STEP 2
Schedule Free Discovery Call

We'll walk through your needs and answer your questions

STEP 3
Receive Quote

We’ll recommend the right service package for you

STEP 4
Get Started

We'll onboard you, gather access, and begin optimizing your taxes

Schedule your free discovery call today and take the first step toward a smarter, more strategic tax plan.