Specialized Tax + Accounting Service for Truckers

We understand your time on the road is limited.

Our Monthly Services Package alleviates the burden, ensuring your focus stays on the journey, not paperwork.

This includes our team stepping in as your trucking accountant to prepare monthly financial statements with expert analysis, Federal & State quarterly income tax deposits, individual Federal & State income tax returns, as well as your Heavy Road Use (Form 2290).

Monthly checklist:

1) Receipts for cash and personal credit card expenses.
2) Settlement statements from company(ies) to which you were leased.
3) Submit a summary of monthly expenses via our Expense Submission Form.
4) Submit Completed Monthly Envelopes.

A professional tax team moving the way you do.

Committed to offering the best tax information for truckers and fostering strong relationships, our flexible approach tailors monthly services, consultations, or projects to best fit your goals.

What we offer to help you succeed

Trucker Taxes

Financial Statement Preparation

Accurate financial statements are a crucial foundation for informed decision-making in your trucking business.

Quarterly Federal + State Income Tax Deposits

Helping to execute on the more technical elements of the business to maintain compliance with more nuanced tax requirements.

Individual Federal + State Income Tax Preparation

As your trusted tax preparer, accuracy is paramount and we make sure to get it right.

Business Tax Preparation (Forms 1065, 1120, 1120-S)

We excel in business tax return preparation for the trucking industry. It’s a bit of a specialty.

Heavy Road Use Preparation (Form 2290)

One of the basics for the industry, standardized & easy.

Trucker Tax Advisory

Tax Strategy & Planning for Truckers

Optimizing your tax strategy and planning, finding the balance between your personal goals and the health of your business.

Accounting Advisory

The earlier you implement accounting best practices in your business and build systems, the better. We can help.

Trucking Business Services

Bookkeeping

Meticulous bookkeeping ensures organizational clarity, allowing for seamless tracking and a clearer of understanding of your accounting data.

Payroll

Ask anyone; payroll can be easy. Lean on us as a partner in that pursuit, ensuring accurate record-keeping and timely payments.

Financial Strategy & Planning

Though we take pride in being trucking tax experts, we’re financial professionals eager to help frame the larger vision you have for your business.

New Business Formation

Just getting started in trucking? Professional resources to get you started correctly and guidance to get going quickly.

Frequently Asked Questions

What are the latest tax deductions for truck drivers? How do I stay up-to-date with the latest?

There is a lot of helpful information online for truckers and their businesses (check our Resources page), especially in relation to tax deductions. Our certified tax experts, industry-focused, not only guide you through but also shield you from potential costly missteps on the latest tax changes impacting your business. Need more specifics? Reach out!

I'm new. How and where do I get started in trucking?

Start with the basics / technical requirements. At the same time, continue to educate yourself about the trucking business and industry, fine-tuning your goals and finding your fit. Once you’re on the road and start to grow, you’ll need to implement systems to keep going. Accounting best practices and systems will be an important stop on that journey and we’d be happy to help anytime.

What tools work best for truckers to keep me organized while on the road? Tools for trucking companies?

Life on the road is tough enough. Flexibility is key to keep things organized in relation to your business. On the one hand, there is software that can do it all but with a steep learning curve and its own cost. On the other, paper copies of receipts stashed all around the cab is not great either. We help find a balance, providing new online tools for our clients to upload documents, make payments, and submit expense forms, but also continue to offer monthly envelopes for receipts.

How can I make my trucking business more efficient?

Formalize processes and build systems that free your time to focus on growing the business. Easiest place to start is with your accounting systems. For example, implementing processes that work better for you on the road, or introducing software solutions like Quickbooks for expense and receipt tracking, bookkeeping and payroll. As you consider options, our team can guide your next best step. Get in touch!

What other resources are there for me to learn more and connect with others in the industry?

Resources for truckers are abundant, depending on what you need. There is a lot of information available online, but to get started, CDL Life would be one to check out. Built for truckers to provide the latest news, entertainment, as well as a place to find community. They are building tools to make life on the road easier as well and their site is easy to use.

As always, we are prepared to answer any additional tax questions you may have via phone call or email. Check out our Resources page to Upload Documents or Submit Expenses for easier processing with other helpful resources.