IMPORTANT: Tax Season 2026 Process
We will be conducting Tax Planning meetings with our current clients in November 2026.
2026 Q4 estimated payments and 2027 prepayment calculations will be available in December 2026.
We will publish an updated list of our minimum fees (above) in December 2026.
Preliminary Timeline for 2026 tax season:
1. Client document gathering - submission deadline:
- businesses - 02/15/2027
- individuals - 03/15/2027
2. Tax return processing: ongoing.
3. Tax payment and filing external deadlines:
- businesses - 03/15/2027
- individuals - 04/15/2027
Please contact us if you need any additional help:
+1(818)919-6566 or via email: Office@TaxBreakCPA.com.
SECURE SELF PAY
Please use this link only to complete your payment for the predetermined amount you were quoted via email.
ANNUAL REPORT FILING (Statement of Information)
You may have received a marketing reminder to file your Annual Report or Statement of Information.
To complete the filing yourself please go to https://www.sos.ca.gov/business-programs/bizfile/file-online and complete the necessary form to submit your report.
If you need us to complete the filing for you - this is a paid service. Please
(1) Click the button below to pay our service fee.
(2) We will reach out to validate your information and complete the filing for you.
Independent Contractor (1099-NEC) W9 Form Submission
If you have paid independent contractors throughout the year and need to issue a 1099 form for them, please have each contractor fill out and submit to you a W9 form. To make it easier for you we have created an online form submission tool.
To obtain a W9 form for your 1099 contractors:
(1) Click the button below.
(2) Fill out the form.
If you have any questions or need additional support please:
call or text us at 818-919-6566, or send us an email at Office@TaxBreakCPA.com
APPOINTMENTS
FREE Appointments - Clients on Monthly Service Plans and prepaid Tax Appointments
Clients on monthly service plans and prepaid tax appointment are entitled to book free appointments as part of their service package. Appointments can be used for check-ins, consultations, or strategic planning.
PAID Appointments - Clients NOT on Monthly Service Plans
For clients not currently on a monthly plan, appointments are still available and can be scheduled as needed. However, these will now be billed at our standard hourly consultation rate. This change helps us ensure dedicated time and support for all clients while prioritizing those who are engaged in ongoing services.
Our current billing rate is: $60.00 per each started 15-min increment.
International Clients
To facilitate work with clients in Europe and other parts of the world, we have set aside special time slots that may be more convenient in your time zone. Please use the link below to schedule a Discovery Meeting if you reside outside of the USA.