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.
Welcome to our financial family!
Dear Client,
Welcome to our financial family!
We’re thrilled to have the opportunity to work with you and appreciate the trust you’re placing in us. Whether you’re an individual looking to stay compliant and minimize taxes, or a business owner seeking proactive financial guidance, you’re in the right place.
Step 1: Your contact information
To ensure we have the correct way to communicate with you, please send us your contact information:
Step 2: Secure File Drop
Before your meeting we will request and expect to receive your last year's tax return or relevant tax documents.
Please use the button below to securely provide your documents. Please select "office@TaxBreakCPA.com" from the recipient drop-down. If documents are not provided, your meeting will be rescheduled to allow more time for you to gather your documents.
What to Expect
Supporting You Every Step of the Way
We don’t just prepare taxes—we provide year-round support to help you navigate the ever-changing world of finance, tax laws, and business compliance. Here’s a quick look at what we offer:
For Individuals:
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Personal tax preparation and planning
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Tax-saving strategies
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Guidance for major life changes (home purchase, marriage, retirement, etc.)
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Financial planning coordination
For Businesses:
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Monthly/quarterly bookkeeping and financial statements
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Payroll setup and processing
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Business tax preparation (federal, state, sales tax)
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Entity structuring and tax optimization
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Forecasting, budgeting, and financial consulting
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IRS audit representation
We tailor our services to meet your needs—whether you’re a solopreneur, a growing company, or a family planning for the future.
You’ll have access to your financial information anytime through our secure client portal, and we’re always just a call or message away when you need support.
Need Help?
If you have any questions before your appointment or need assistance with booking, feel free to call us at 818-919-6566 or email us at Office@TaxBreakCPA.com. We’re happy to help.
Once again, welcome to our financial family!
We’re honored to be your trusted financial partner.
Warm regards,
Donna Uzunow, CPA / Founder
TaxBreakCPA.com
Step 3: Schedule INTRO meeting
Please use the link below to schedule your FREE INTRO meeting. Reminder: please complete your document upload BEFORE our meeting.