Your journey to clarity starts here
Welcome to Taxbreaks Business Support. We believe in making tax preparation and business support straightforward and stress-free. Discover our clear, efficient process designed with your peace of mind in mind.
Step 1: Begin with our client inquiry
All new clients start by completing our secure Client Inquiry Form. This allows us to understand your tax or business needs and determine the best way to assist you.
Once submitted, our team will review your information and contact you within 24–48 hours to schedule your consultation.
Step 2 & 3: Consultation, Service Agreement & Secure Intake
After reviewing your inquiry, we schedule a personal consultation to discuss your tax or business needs, answer questions, and provide a clear service estimate.
If you decide to move forward, you will receive access to our service agreement and secure Client Intake Form.
This step collects the detailed information and authorizations needed to begin preparing your tax return or business filings.
Step 4 & 5: Documents, preparation & filing
After your consultation, we’ll provide a document checklist to help you gather everything needed for your tax return. Documents such as W-2s, 1099s, prior year returns, and deduction records are securely uploaded through our client portal to keep everything organized and protected.
Once your documents are received, our experienced team prepares your return. After preparation, you will review and approve the return, complete payment, and we will electronically file it, providing confirmation and a copy for your records.
Returning Clients:
Simply schedule a meeting, and we will send your updated client intake forms by email so you can quickly submit any new information before your return is prepared.
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