Business Details
Expert Tax & Accounting Services in Windermere, Florida
Breen Accounting & Tax Service provides expert guidance on US taxation and reporting for domestic and international clients, including individuals and corporations. Our team leverages extensive international experience to address complex tax matters, offering federal, state, and local compliance solutions. We specialize in QuickBooks and Peachtree training, monthly bookkeeping for corporate clients, and support for businesses relocating to central Florida.Our services include company formations, immigration-related business plan preparation, tax compliance assistance, due diligence for business acquisitions, and valuation services for businesses listed for sale. With a focus on accuracy and client education, we help navigate US tax obligations while ensuring alignment with regulatory requirements.
Services
US Tax Compliance
International Tax Advisory
QuickBooks Training
Business Relocation Support
Company Formation
Due Diligence Services
Business Valuation
Tax Return Preparation
Immigration Business Planning
Bookkeeping Services
Highlights and features
- We offer IRS-certified expertise in Individual Taxpayer Identification Number (ITIN) processing.
- Our team provides specialized due diligence and valuation services for Florida business transactions.
- We combine 20+ years of international tax experience with localized central Florida market knowledge.
- We deliver hands-on QuickBooks and Peachtree training tailored to business accounting needs.
- Our services include comprehensive support for tax compliance and immigration-related business planning.
Associations and certifications
- IRS Certified Acceptance Agent
Services
US Tax Compliance
We prepare and file federal, state, and local tax returns for individuals and corporations. Our services ensure adherence to IRS deadlines and requirements, including Form 1040NR for non-resident aliens and Form 1120 for corporate entities. We specialize in minimizing tax liabilities while maintaining full compliance with evolving regulations.
International Tax Advisory
Our team addresses cross-border tax matters, including ITIN applications, FIRPTA withholding, and compliance with US tax treaties. We assist foreign investors with rental income reporting and help businesses navigate international tax implications during mergers, acquisitions, and relocations to central Florida.
QuickBooks Training
We provide customized training for QuickBooks and Peachtree accounting systems. Our hands-on sessions teach clients to manage bookkeeping, track expenses, and generate financial reports efficiently. This service is ideal for businesses seeking to improve internal accounting processes and financial transparency.
Business Relocation Support
We assist businesses and families relocating to central Florida with company formation, tax compliance planning, and immigration-related business documentation. Our services include preparing business plans for visa applications and ensuring alignment with local regulatory requirements for seamless transitions.
Due Diligence Services
We conduct financial and tax due diligence for businesses purchasing or selling Florida-based companies. Our assessments identify potential liabilities, verify tax compliance, and evaluate financial health to support informed acquisition decisions and mitigate post-transaction risks.
People
Derek Breen
Certified Acceptance Agent
Derek Breen is an IRS-approved Certified Acceptance Agent with expertise in ITIN processing and international tax compliance. He has assisted foreign investors and businesses with US tax obligations since 2014, specializing in rental income reporting and cross-border tax planning.
Angela Breen
Co-Founder
Angela Breen co-founded the firm with a focus on corporate tax compliance and business advisory services. She supports clients with company formations, QuickBooks implementation, and strategic planning for businesses relocating to Florida.
Questions
What tax services do you offer for non-resident aliens?
We assist non-resident aliens with Form 1040NR preparation, ITIN applications, and compliance for US rental property income. Our services ensure adherence to IRS reporting requirements and withholding tax regulations.
Can you help with business formation in Florida?
Yes, we provide company formation services including entity selection, registration, and preparation of business plans required for immigration purposes or licensing.
Do you offer QuickBooks support for small businesses?
We offer QuickBooks and Peachtree training, monthly bookkeeping, and system setup tailored to small business accounting needs and financial reporting goals.
What is your experience with business valuations?
We perform valuation assignments for businesses listed for sale in Florida, using industry-standard methodologies to determine fair market value for transaction purposes.
How do you handle tax compliance for international clients?
Our team specializes in cross-border tax matters, including ITIN processing, FIRPTA compliance, and guidance on US tax treaty benefits for foreign investors and businesses.
