Trusted Tax Preparation
Built on Precision & Compliance

Tax Break LLC delivers professional tax preparation, planning, and representation services for individuals and businesses.

Core Commitments

  • Accuracy-first preparation and review
  • Confidential handling of client records
  • Clear scope and transparent fees
  • Responsive client communication

What We Do

Comprehensive tax and financial services designed for clarity, compliance, and long-term stability.

Individual Tax Returns

Federal and state filings prepared and reviewed for accuracy.

Business Tax Services

LLC, partnership, and corporate returns with organized workpapers.

Tax Planning

Strategy and forecasting to reduce liabilities and avoid surprises.

IRS Representation

Support for notices, audits, disputes, and resolution processes.

Bookkeeping

Monthly reconciliations and clean reporting for decision-making.

Payroll Support

Payroll processing assistance and compliance-focused coordination.

Service Pricing

Transparent starting rates. Final pricing depends on complexity and required schedules.

Common Services
Service Starting Notes
Individual Return $180+ W-2, standard deductions Itemized, multi-state, investments may increase cost.
Small Business Return $450+ Schedule C / basic business filing Multiple entities and payroll increase scope.
Tax Planning Session $150/hr Strategy, projections, and compliance review
IRS Notice / Resolution $250+ Depends on correspondence and representation needs

Packages

Structured options for ongoing support.

Annual Individual Package
$320+

Return + basic planning check-in.

Business Essentials
$950+

Business return + quarterly planning support.

Request a Quote

Partners

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Our Team

Professional support with a compliance-first approach.

Michael Harrington
Senior Tax Advisor
Lauren Whitfield
Tax Manager
Daniel Brooks
Client Services

Careers

Join a firm that values professionalism, precision, and confidentiality.

Tax Associate

Full-time

Support tax preparation and client documentation.

  • Prepare individual and small business returns
  • Organize workpapers and client records
  • Assist with planning support
Apply via Contact

Bookkeeper

Full-time

Monthly bookkeeping and reconciliations.

  • Reconcile bank and card accounts
  • Maintain clean monthly records
  • Assist reporting preparation
Apply via Contact

Client Coordinator

Hybrid

Client intake and workflow coordination support.

  • Schedule and document intake coordination
  • Client communication and follow-ups
  • Maintain organized internal workflow
Apply via Contact

Contact & Location

3150 Custer Dr # 102, Lexington, KY 40517, United States

Contact Tax Break LLC

Send a message and we will respond promptly.

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