Tax Preparation

WE PUT PEOPLE FIRST.

Minimize Surprises. Maximize Tax Efficiency.

Annual tax filings and year-round support designed for business owners, real estate investors, and individuals with complex financial lives. We combine accuracy, clarity, and proactive planning — so you're always prepared, not just compliant.

What’s Included:

  • Federal and state income tax return filings (1040, 1120S, 1065)
  • Coordination of business and personal returns
  • Multi-state, K-1, and rental property reporting
  • E-filing with IRS/state confirmation
  • Guidance on IRS letters and notices
  • Unlimited email support during tax season

Confidence from Start to Finish

We don’t just file and forget—we make the experience straightforward and stress-free so that you can stay organized and confident every step of the way.
  • Step-by-step support through every phase of your return

  • Proactive reminders so you never miss a deadline

  • Fast turnaround once documents are received

GETTING STARTED WITH BREAKAWAY

Smart Tax Strategies for Stronger Financial Futures

1

Inquire

Fill out our simple intake form to tell us about your tax situation.

2

Discovery Call

We’ll talk through your goals and make sure we’re a good fit.

3

Proposal

We’ll send over a clear quote with all the details—no surprises.

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