A Chat with Tax Break
What services does your business offer and what makes your business stand out from the competition?
We specialize in the 3 things every married couple must do to avoid paying hundreds if not thousands of dollars in tax! Many couples married before 2013 were required by Federal or State law to file as Single taxpayers and may now be entitled to refunds of hundreds or thousands of $$$!
What was the inspiration to start or run this business?
After 20+ years with a national tax chain, I decided to establish a practice that allows me to serve clients the way they wanted to be served and deserved to be served. Tax Break’s vision is to be the company our competition will never become. Rethink your income tax experience.
What do you love most about your job?
Every day I am blessed to help clients understand their individual situations to develop near & long-term planning strategies to realize their dreams. Providing information, inspiration, and hope to clients allows me to use my expertise, eliminate client stress, and make life-long relationships.
What is the best reaction you’ve ever gotten from a customer?
This past year, Jeff’s guidance was unbelievable on how he helped myself and my partner file jointly. We got married in DC in 2010 but filed separate taxes from 2010 to 2013. Filing separately cost us thousands of extra $$$ in taxes. We ended up getting over $11,000 back thanks to Jeff!