Important Updates
TAX SEASON 2025 - PROCESS
(1) Go to www.TaxBreakCPA.com
(2) Click on “CLIENT PORTAL”. Upload your tax documents in “UPLOAD YOUR DOCUMENTS HERE” folder.
(3) Go to www.TaxBreakCPA.com and click on “DONE: TAX DOCS UPLOADED”.
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.
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
Thank you for continuing to trust us with your accounting and tax needs!
To better serve you and make our time together as productive as possible, we’ve streamlined our appointment structure. We now offer two types of appointments to reflect the level of ongoing support each client receives.
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.