Welcome to our financial family!
Dear Valued 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.
Schedule Your First Appointment Today
To make your onboarding as smooth as possible, we invite you to schedule your initial consultation at your convenience. Simply click the Schedule Appointment button on our website to choose a time that works best for you.
This first meeting gives us a chance to get to know you, learn about your goals, and outline the services that best fit your needs. We’ll also walk you through our secure systems for document sharing, signing, and ongoing communication.
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
What to Expect from Our Services
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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IRS audit representation
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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
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.