Breezy Tax offers expert solutions in tax management and financial strategy, so you can focus on growing your business and enjoying peace of mind. We focus on giving the best customer service possible. From meeting you in your own office or shop, or evening meetings and weekend lunch check-ins, we’re the Berkshire County Accountant that will come to you.
With years of combined experience in accounting, tax law, and business strategy, Stephanie and Charlie envisioned a service that puts people first—providing clarity, confidence, and tangible results.
Their mission? To make tax planning, filing, and financial management a seamless, stress-free experience for individuals and businesses alike. They believe in building lasting partnerships with clients, offering personalized solutions tailored to unique goals and challenges.
Stephanie and Charlie understand that finances aren’t just about numbers—they’re about security, growth, and peace of mind.
We understand that your personal finances are integrally linked to your business finances. We view the two holistically and offer advice on both fronts. For example, while offering professional tax services for your small business, we can also offer advice on topics such as wealth management and retirement planning. We aim to give financial advice that can be integrated across all aspects of your personal life and your business, ultimately strengthening your overall financial position
Our business tax preparation expertise extends across many different industries, including:
Streamline finances for clinics, private practices, and healthcare organizations.
Optimize tax strategies for property developers, realtors, and investors managing complex portfolios.
Support for law firms, consultancies, and agencies to manage cash flow and tax strategies.
Strategic financial planning to ensure smooth cash flow and tax compliance in competitive markets.
Strategic planning for funding, scaling, and financial sustainability during your growth phase.
Streamlined solutions for labor-intensive projects and expense tracking.
Managing your wealth requires a comprehensive strategy that connects all aspects of your financial life. From taxes to investments, our holistic approach ensures every piece works together to build, grow, and secure your wealth. Let us guide you toward a stronger financial future with personalized expertise and innovative solutions.
Take the first step toward stress-free financial management. Whether it’s tax planning, filing, or expert advice, our team is here to help. Contact us today and let’s simplify your finances together!
If you would like to ensure a stronger financial future for your business or nonprofit, let’s talk. Choose one of our complimentary consultations and fill out the form:
Breezy Tax offers expert solutions in tax management and financial strategy, so you can focus on growing your business and enjoying peace of mind.
