Modern Tax Advisory

Do what you love.
Leave taxes to us.

One membership. Books, payroll, taxes, compliance and advice, done for you, in one system.

Enrollment open for 2027

Membership is limited.

We take on a small number of new members each year, so every member gets the attention the membership promises. Applications are reviewed in the order they arrive.

  1. 1Apply
  2. 2Discovery call
  3. 3Custom proposal
Apply for membership

By applying, you agree with our Terms & Service and Privacy Policy

By application

A membership, not a storefront.

We take on a limited number of members so each one gets real attention. Apply, and we will tell you honestly whether Breadify is right for you.

Compliance is not advisory

A preparer sees you twice a year.

An advisor is there the other ten months.

Everything in, sign here, see you next year. That is tax compliance, and it is all most people get.

Dozens of things done for you across the year, without one reminder from you. That is tax advisory.

Direct access

Your CPA, when you need them.

We want to hear from you before a decision, not after. Message your tax advisor at any hour, book a call when something is coming up, and talk it through while there is still time.

No meeting count. No middleman between you and your CPA.

No middleman

One team. One answer.

The bookkeeper said one thing, the CPA another, and you carried the message between them. Here, books, payroll, tax, compliance and advice sit under one roof. When you need a lawyer, we bring in a partnered law firm and brief them ourselves.

Tax strategy is a game

Most people roll the dice and hope.

A pro reads the rule book.

One membership

Five things we take off your plate.

01

Bookkeeping

We keep the books so the numbers are always current.

  • Books done every month. Every transaction coded in QuickBooks Online, every bank and card account reconciled to the statement, books closed within four weeks of month end.
  • Financial statements every month. A profit and loss and a balance sheet in your portal after each close.
  • A tax account. A separate account we set up and fund from your revenue, so the money for taxes is already there when a payment is due.
02

Payroll

Payroll runs itself, correctly, with nothing for you to remember.

  • Payroll on autopilot in Gusto. Owners and employees paid on schedule, payroll taxes deposited, quarterly and annual payroll filings, W-2s and new-hire reports.
  • Owner pay set at the right amount. Your salary as an S corporation owner set at a defensible figure and reviewed every year.
03

Tax

Your returns filed, your estimates paid, your letters answered.

  • Returns prepared and e-filed every year. The business return, and for a one-owner business the owner's personal return with it, federal and home state.
  • Estimated taxes paid as you go. Quarterly payments sized to the year you are actually having and paid for you from the tax account, so April is never a surprise.
  • Notices answered. If the IRS or a state writes to you, you upload the letter; we read it, tell you what it means, and answer it.
04

Compliance

The filings and paperwork the law expects of a business, done before they are due.

  • Set up the right way. The entity and S election checked, state registrations where you need them, and an accountable plan so the business reimburses you tax-free.
  • Deadlines tracked and filed. Every state filing your entity owes, annual reports, franchise tax, registered agent renewals, on our calendar; we tell you ahead of each one and file what we can.
  • Contractors handled. A link collects each contractor's W-9 or W-8 before they are paid, and the 1099s go out every January.
05

Advisory

A tax professional who explains the why, all year, in one place.

  • Planning meetings when a decision is coming up. You meet with your tax advisor, and after every meeting you get a written summary of what was decided and why.
  • Education, not just instructions. We explain the rules behind each move in plain language, so you understand your own tax picture and run the business the right way with the least effort.
  • One place for everything. A secure portal for messages, documents and tasks, answered within one business day on business days, with your CPA as your point of contact.
Not a commodity

Some things are commodities.

Tax advice is not a commodity.

Knowledge you pay for by the hour, delivered through four layers of staff who learn your business from a file.

Attention when there is time, usually in April, filing what you hand over. Nobody reads the Code for you.

Big-firm knowledge, your CPA answering you directly, every position substantiated before it is filed, one monthly fee.

Cheap and expensive were never the choice. Knowledge and attention are, and you should not have to pick.

How it works

From application to a membership that runs itself.

01

Apply

A short application about you and your business. We read every one.

02

Discovery call

We go through your entities, accounts, payroll and states together, and listen to what you are trying to build.

03

Our recommendation

Based on what we learned, we lay out what we believe you need right now, and why. You decide.

04

A clear quote

One onboarding fee for the setup month and one monthly fee, both set from your facts and in writing before anything starts.

05

Onboarding month

Books caught up, QuickBooks and Gusto set up our way, registrations and owner pay in place, the tax account opened.

06

On autopilot

Books closed every month, payroll running itself, estimates paid, returns filed, and your CPA one message away.

Education

The tax education nobody gave you.

Most tax advice on social media is half true. There is a kernel of truth in every strategy you have heard, or nobody would be talking about it. What gets left out is the rule that makes it work, usually the difference between passive and non-passive, and the time the law expects you to put in. We explain those rules in plain language, so you can tell a half-truth from a real strategy and do the real ones the right way.

Heard online

“Buy into a Bitcoin mining operation, depreciate the rigs, and write the loss off against your income.”

Half true
What they left out

The loss is real, but it is passive unless you materially participate, and you cannot run rigs you have never seen. A passive loss only offsets passive income. It does not touch your W-2, your S corporation pay or your 1099 income.

Done the right way

Know which bucket the loss lands in before you buy, and what it would take to move it. If you will not put in the hours, the loss waits for passive income or a sale.

Learn more
Heard online

“Pay yourself a $50,000 salary from your S corporation and take the rest as distributions.”

Half true
What they left out

The salary has to be reasonable for the work you actually do. A number pulled out of the air is the first thing an examiner reclassifies, with payroll tax and penalties on top.

Done the right way

A reasonable compensation analysis, done with you, that lands on a number you can defend. Then you know it was done properly and you sleep at night.

Learn more
Heard online

“Buy a short-term rental, cost segregate it, and wipe out your W-2 income.”

Half true
What they left out

Short stays take it out of the rental rules, but the loss is still passive unless you materially participate, with the hours logged. Hand it to a property manager and the strategy falls apart.

Done the right way

Run it yourself, keep the log, and know the test you are meeting before the year ends, not after. Then the loss is non-passive and the plan holds up.

Learn more
Heard online

“Buy into a Bitcoin mining operation, depreciate the rigs, and write the loss off against your income.”

Half true
What they left out

The loss is real, but it is passive unless you materially participate, and you cannot run rigs you have never seen. A passive loss only offsets passive income. It does not touch your W-2, your S corporation pay or your 1099 income.

Done the right way

Know which bucket the loss lands in before you buy, and what it would take to move it. If you will not put in the hours, the loss waits for passive income or a sale.

Learn more
Heard online

“Pay yourself a $50,000 salary from your S corporation and take the rest as distributions.”

Half true
What they left out

The salary has to be reasonable for the work you actually do. A number pulled out of the air is the first thing an examiner reclassifies, with payroll tax and penalties on top.

Done the right way

A reasonable compensation analysis, done with you, that lands on a number you can defend. Then you know it was done properly and you sleep at night.

Learn more
Heard online

“Buy a short-term rental, cost segregate it, and wipe out your W-2 income.”

Half true
What they left out

Short stays take it out of the rental rules, but the loss is still passive unless you materially participate, with the hours logged. Hand it to a property manager and the strategy falls apart.

Done the right way

Run it yourself, keep the log, and know the test you are meeting before the year ends, not after. Then the loss is non-passive and the plan holds up.

Learn more
Read the posts
Members

What members say.

Thanks so much. I love Breadify :)
ARAaron R.Small business owner
I don't want to undersell, but Breadify is a completely transformative tax advisory company.
JMJordan M.Content creator
Cutting edge, intuitive, next level, service from start to finish.
TLTasha L.Real estate broker
I've got multiple businesses, several different streams of income, and Breadify has been such a blessing.
CDChris D.Fix and flip investor
Breadify has saved me so much more than just money on taxes. The amount of time I save throughout the year is worth just as much.
RSRenee S.Medical practice
If I could describe Breadify in one word it would be value.
OHOmar H.Consultant
I can't put into words how much better I sleep at night knowing my taxes are handled by a team that actually knows what they're doing.
KWKelly W.E-commerce brand
Thanks so much. I love Breadify :)
ARAaron R.Small business owner
I don't want to undersell, but Breadify is a completely transformative tax advisory company.
JMJordan M.Content creator
Cutting edge, intuitive, next level, service from start to finish.
TLTasha L.Real estate broker
I've got multiple businesses, several different streams of income, and Breadify has been such a blessing.
CDChris D.Fix and flip investor
Breadify has saved me so much more than just money on taxes. The amount of time I save throughout the year is worth just as much.
RSRenee S.Medical practice
If I could describe Breadify in one word it would be value.
OHOmar H.Consultant
I can't put into words how much better I sleep at night knowing my taxes are handled by a team that actually knows what they're doing.
KWKelly W.E-commerce brand
Breadify not only makes my life easier, but teaches me what school should have. How to play the game of taxes like a pro!
TBTyler B.Content creator
I knew nothing about taxes when I had my day job. Now that I'm self-employed and working for myself I knew I needed the right team behind me. Breadify is that team and so much more.
MPMegan P.Real estate agent
You don't know what you don't know. Especially when it comes to your taxes. Breadify fills those gaps and makes my life so much easier.
VAVictor A.Landscaping company
They've helped me so much it's crazy. I can't recommend them highly enough.
DKDana K.Physical therapy practice
My taxes (multiple states with touring and living, crypto tax and more) are not easy, and they've been so key for me, my business, peace of mind and setting me up for maximum financial success.
EREli R.Touring musician
Taxes suck, these guys saved me!
STSam T.Real estate agent
Breadify not only makes my life easier, but teaches me what school should have. How to play the game of taxes like a pro!
TBTyler B.Content creator
I knew nothing about taxes when I had my day job. Now that I'm self-employed and working for myself I knew I needed the right team behind me. Breadify is that team and so much more.
MPMegan P.Real estate agent
You don't know what you don't know. Especially when it comes to your taxes. Breadify fills those gaps and makes my life so much easier.
VAVictor A.Landscaping company
They've helped me so much it's crazy. I can't recommend them highly enough.
DKDana K.Physical therapy practice
My taxes (multiple states with touring and living, crypto tax and more) are not easy, and they've been so key for me, my business, peace of mind and setting me up for maximum financial success.
EREli R.Touring musician
Taxes suck, these guys saved me!
STSam T.Real estate agent
No cookie cutter

Built around your business. Billed for exactly that.

Every business is different, so there is no one-size-fits-all membership here. After the discovery call we put together exactly what you need and nothing you do not, then quote it in writing: one onboarding fee for the setup month and one flat monthly fee. You never pay for a service you will not use.

Start your application.

Membership is by application. We will tell you honestly whether Breadify is the right fit.

Apply Now

By applying, you agree with our Terms & Service and Privacy Policy