We specialize in working with real estate investors, service-based business owners, and growth-minded entrepreneurs — especially those with S-corps, rental portfolios, or multi-entity structures.

Not at all. We work with clients across the U.S. using secure digital tools for document sharing, meetings, and support.

We focus on proactive tax strategy year-round — not just filing returns. Our flat-fee subscription model gives you access to planning, preparation, and advisory without surprise invoices.

We provide bookkeeping, QuickBooks support, tax planning, and tax preparation services tailored to meet the unique needs of small businesses. Our team acts as an extension of your business, providing guidance and clarity to help you make informed financial decisions.

Hiring and managing a full-time accountant can be costly and time‑consuming for small businesses. Breakaway offers the same expertise and continuity without the overhead of recruiting, training, or payroll. You’ll work with a dedicated team that understands your business and provides consistent year-round support.

With Breakaway, you can expect consistent, personalized attention from a team that knows your goals and understands your business. We build long‑term relationships and deliver the same depth of expertise as a larger firm, with the accessibility and trust of a true partner.

We handle 1040, 1120S, and 1065 filings, including K-1s, multi-state returns, and rental reporting. We also assist with IRS notices and prior-year cleanups when needed — all included in your subscription.

We don’t offer one-off tax prep. Our services are subscription-based to allow for proactive, year-round planning and support.

Yes. We provide proactive, year-round tax planning, including mid-year reviews, estimated tax guidance, retirement strategies, and entity structuring support based on your specific needs.

Yes. We offer ongoing bookkeeping, reconciliations, and reporting through QuickBooks when it makes sense for your situation.

Business advisory services—such as cash flow forecasting, growth planning, or one-on-one strategy sessions—are available based on the scope of your engagement. If advisory support makes sense for your situation, we’ll outline it clearly in your proposal.

Yes. We provide year-round tax planning to help you understand the connection between business income and your personal tax liability. That includes guidance on how S-corp distributions, deductions, and business structure impact what you owe personally

Absolutely. We calculate and update your estimated tax payments throughout the year based on your actual income and deductions. You'll know what to pay and when—so you can manage cash flow and avoid surprises at tax time.

We use flat-fee, monthly pricing based on the scope and complexity of your situation. There’s no hourly billing and no surprise invoices — just transparent, predictable pricing designed to support proactive planning throughout the year.

Yes. As your business or investments evolve, we’ll periodically review your needs and adjust the scope and level of service as appropriate.

Yes. Every client relationship is scoped individually. If your situation involves multiple entities, real estate investments, or unique planning needs, we’ll tailor a solution that fits your goals.

Start by scheduling a free discovery call where we’ll learn about your business, explain how we work, and recommend the right scope of services.

Once we’re aligned, we’ll send a proposal, engagement letter, and onboarding checklist.  We’ll get access to your financials and start optimizing right away.

Yes. You’ll have 24/7 access to a secure client portal for document uploads, tax forms, and communication.

Come prepared to discuss your goals, challenges, and how you're currently managing your finances. We’ll guide the conversation and let you know what documents to gather after our call.

Most clients begin onboarding within a few days. Once we align on scope and services, our team will send a transparent proposal and onboarding checklist to walk you through the next steps

Most clients meet with us quarterly to review financials and stay on track with tax planning. If you’re working with us for business advisory or QuickBooks consulting, we’ll likely meet more often. Either way, we’re always just a message or call away when questions come up.

Yes — you’ll have a dedicated point of contact who knows you and your business, with support from the full Breakaway team, making sure nothing slips through the cracks.

Yes. We help short-term rental owners track income, manage expenses, and stay ahead of evolving tax regulations. Whether you have one property or several, we’ll make sure your books are organized to keep your rentals profitable and compliant.

Yes. We’ll walk you through deductions like property-related expenses, cleaning, maintenance, and furnishings, and help apply depreciation rules based on your usage and ownership structure. Our goal is to make sure you’re maximizing tax benefits without raising red flags with the IRS.

Absolutely. Many of our clients live out of state or invest across multiple markets. We manage the federal tax side and help you navigate state-specific issues as needed.

Yes. We’ll assess how a potential sale or acquisition could affect your current tax position, including capital gains, passive activity rules, and depreciation recapture. You'll get straightforward insight to help you decide if now is the right time, and how to structure the deal for the best tax outcome.

Yes, we help evaluate whether these strategies make sense for your specific situation. If they do, we’ll guide you through the tax considerations and help you coordinate with trusted third-party providers to execute the technical side.

Absolutely. We’ll help you choose the right QuickBooks version, configure your chart of accounts, and customize the setup to support your operational needs. Whether you're starting fresh or switching systems, we’ll make sure QuickBooks works for you.

Yes. We’ll review your existing records, clean up any inconsistencies, and transfer your data into QuickBooks. Our goal is a smooth transition that sets you up for better reporting and insight moving forward.

Yes. We provide ongoing support, training, and troubleshooting for clients who need more hands-on help. Whether you're handling day-to-day tasks yourself or want a second set of eyes, we’re here to make sure your books are accurate and up-to-date.

Not necessarily. Many of our clients rely on us for both QuickBooks support and full-service bookkeeping. During your discovery call, we’ll walk through where we can add value, then create a plan that fits for you.

They can. If you're working with us on tax planning or business advisory, we’ll use your QuickBooks data to guide decisions and identify opportunities throughout the year