Accounting you understand. Tax strategies that save you thousands.
We turn financial confusion into confidence with bookkeeping, tax prep, and smart planning that actually works!
Tax Strategy
& Accounting
Handled like a Private Client experience
We turn financial confusion into confidence.
Tax reduction strategies and smart planning that actually works.
Let’s fix your books, your taxes, and your stress level, starting now.
Meet Your Business Game-Changer.
Significantly increase your bottom line through automation of business processes.
No Typical CPA BS Here.
Superior tax services, tax-saving and profit-boosting advice, back-office pain relief and more.
Rethink Your C-level Strategy.
Full-service, seasoned CFO at a fraction of the price (and you keep all the profits).
Dream it. Build it.
Our technology company and idea incubator that develops mobile, web and automated software solutions.
ROCKSTAR CLIENTS
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OUR SERVICES
Tax
Comprehensive tax planning and filing services for individuals and businesses.
Accounting
Accounting goes beyond bookkeeping. As your financial controller, we manage corporate accounting, regulatory compliance, financial reporting, and key financial activities to keep your business on track.
Bookkeeping
Keeping your financials accurate and up to date so you can spend more time growing your business and less time worrying about your finances
Fractional CFO
Access the expertise of an in-house CFO on demand—without the $400,000 price tag.
Financial Training Courses
Training and education for entrepreneurs and their teams.
Setup for QuickBooks
Establish a solid financial foundation, save time, and reduce risks with Easy Breezy QuickBooks setup services.
OUR SERVICES
Tax Preparation
(Individuals & Businesses)
Strategy-first planning designed to reduce taxes legally—then turn the plan into actions you can actually execute.
What’s included:
Entity + compensation strategy guidance
Deduction optimization & timing strategies
Estimated tax planning and year-round checkpoints.
Tax Strategy & Planning
Tax strategy is not a once-a-year conversation. It’s an ongoing, proactive approach to how you earn, structure, and keep your money—designed to reduce taxes legally and intentionally.
This service is built for individuals and business owners who want clarity, control, and foresight—not reactive filing and generic advice.
What’s included:
Strategic Tax Optimization
Proactive Tax Strategy & Wealth Alignment
Advanced Tax Reduction Planning
Private Tax Strategy Advisory
Business Accounting (Monthly Support)
Bookkeeping that stays clean and decision-ready—so you always know what’s true, what’s owed, and what’s next.
What’s included:
Monthly categorization + reconciliation
Financial reporting delivered consistently
Coordination for tax-ready books
Entity Setup & Structuring
Structure affects everything. Taxes, compliance, payroll strategy, and what you can legally write off. We help you get it right.
What’s included:
Entity selection guidance (LLC/S-Corp, etc.)
Reasonable compensation planning
Compliance roadmap + next steps
Advisory / CFO-Style Guidance
For owners who want sharper decisions, better margins, and proactive guidance, not “we’ll see at tax time.”
What’s included:
Profit planning and cash flow clarity
KPI review + decision support
Quarterly strategic checkpoints
Cleanup & Catch-Up Work
Behind on books or dealing with messy records? We’ll get it organized fast and correctly, without judgment.
What’s included:
Past-due months reconciled and corrected
Cleanup notes + clear deliverables
Transition plan to keep it clean going forward
Designed for Clients Who Value Precision
High-earning individuals with complex income.
Business owners who want proactive tax planning.
Real estate professionals and investors.
Clients who are done with vague answers and last-minute scrambling.
A Simple, Elevated Process
Private Consultation: We learn your situation, goals, and where things are currently messy.
Clear Scope & Next Steps: You’ll know exactly what we’re doing and what we need from you.
Execution and Ongoing Support: Clean work, proactive communication, and a strategy mindset year-round.
We keep a limited client roster to protect response times and quality.
If you’re looking for the cheapest option, we’re probably not your firm. If you want it handled correctly, with strategy and care, you’ll fit right in.
FAQ's
Do you offer one-time services or ongoing support?
Both. Depending on what you need and how you prefer to be supported.
Do you work with clients outside Florida?
Yes. We work with clients across the U.S. (remote-friendly).
Will you review my prior return?
Yes, your last 2 in fact, we may find what you missed.
What do you need from me to get started?
A short intake + your most recent tax return (and/or bookkeeping access if needed).
Ready for a Higher Standard of Tax & Accounting?
Book a private consultation and we’ll map the cleanest path forward. Whether that’s tax prep, planning, cleanup, or year-round support.
OUR TEAM
OUR TEAM
| FEATURED POST
Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones
Article Highlights: Educational Gifts: A Gift for the Future Retirement Contributions: A Gift with Long-Term Benefits Gifts to Spouses: Supporting Se...
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How We're Different
Proactive, not reactive. Planning happens before the tax year ends.
Customized. No templates, no mass advice.
Implemented. Strategy without execution is just theory.
Ongoing. Because your numbers change, and strategy must follow.
Who This Is For
High earning professionals and business owners.
Real estate agents, brokers, and investors.
Clients with multiple income streams or growing businesses.
Anyone who knows they’re paying more tax than necessary and wants that fixed!
What You Can Expect
Clear, plain-English explanations. No tax jargon circus.
Actionable next steps, not vague “consider this” advice.
A strategy designed to hold up under IRS scrutiny.
Coordination with your tax preparation and accounting, under one roof.
Easy Breezy Accounting & Tax
250 S. Beach Street, Suite 20
Daytona Beach Office
© 2025
Easy Breezy Bookkeeping Payroll and Tax llc dba Easy Breezy Accounting & Tax
