CONTRACTOR TAX STRATEGY

The tax write-offs your trade qualifies for, sorted before you file.

We map every deductible expense for your trade, categorize your spending, and build the strategy before your return is prepared.

SCATTERED RECEIPTS MAPPED DEDUCTIONS

Every tool, mile, and meal has a place on the return. We sort it before you file.

Get your write-off strategy mapped

Send over a note about your trade and how you track expenses. We review the basics and tell you what we need to build the full plan.

Free, no obligation · Your details stay private

Flat-fee engagements Remote and nationwide Tax strategists, not preparers
$0
First review of your expenses
8
Write-off categories mapped per trade
1
Flat fee, quoted before we start

Getting the write-offs right

Filing a contractor return usually falls into one of three categories. We make sure it lands in the middle.

Too little
Guessing on receipts and missing the deductions your trade clearly qualifies for.
The right move
Every tool, mile, and supply categorized and mapped to the correct return lines.
Too much risk
Claiming personal gear as business expenses and drawing questions on the return.

Sorting the actual from the personal is the job. We do it before the return is prepared.

IS THIS YOU

Find your trade and your situation

We work with trades across the board. Pick the line that fits your business and see the rules we map for it.

THE ENGAGEMENT

What a strategy consult delivers

You leave with a categorized plan for your business, not a list of generic advice.

01

Categorized expense list

We sort your bank and card statements into the correct deductible categories for your trade.

02

Vehicle and asset plan

We map your truck mileage and equipment purchases to the correct depreciation or expense method.

03

Entity and structure review

We look at your LLC or S-Corp structure and confirm how the write-offs flow to your return.

04

An honest read

If the write-offs are too thin to justify the engagement, we tell you before we start.

How it works

How it works

1

You send your records

Send over your expense tracking, bank statements, and a note about your trade. We review it at no charge.

2

We map the strategy

Our team categorizes every deductible expense and builds the write-off plan for your entity type.

3

You file with the plan

We hand the mapped strategy to you or your preparer. We advise on the plan; we do not file the return.

A personal note

"If the boots are required for the job site and not worn to the grocery store, they belong on the return. We sort it."

Our team works with trades of every kind. We look at the actual receipts, separate the personal from the business, and map the rest to the correct lines. We will give you the plan straight and tell you honestly if there is nothing worth paying us to find.

Plain Sailing

Santa Clarita, California

How the fee works

A flat fee, quoted up front.

A flat fee, quoted up front. Here is what moves your quote.

What moves your quote four things
01 How clean your bookkeeping is when you send it over.
02 The number of business bank and credit card accounts we review.
03 The type of entity you operate, from sole proprietor to S-Corp.
04 The volume of equipment and vehicle expenses we map.
After the free review, we quote you a flat number — before any work starts. No surprises.

Questions we get before we start

How much does the contractor write-off strategy cost?
We quote a flat fee up front. After the free review of your records, we give you a set number before any mapping work starts.
Do you work with contractors outside my state?
Yes. We work remotely with trades nationwide. The write-off mechanisms for tools, vehicles, and meals apply the same way regardless of where you operate.
Do you prepare and file the tax return, or just advise?
We advise and map the strategy. We hand you a categorized plan that you or your preparer use to file the return. We do not file it for you.
What do I need to bring for the first review?
Send over your current expense tracking, a list of your larger equipment purchases, and a note about your trade. We review it at no charge.
When in the year should I get my write-offs mapped?
Anytime. We map the strategy when you bring us in, whether it is January or October. The earlier we sort it, the cleaner the year-end filing.
Does my entity type change what I can write off?
The deductions are generally the same, but how they flow to your return differs. We map the write-offs for your specific structure, from sole proprietor to S-Corp.

Get the write-off plan before you file

Send a note about your trade and how you track expenses. We review the basics and tell you what we need to build the full plan.

Plain Sailing · Santa Clarita, CA · (661) 554-4495
Tax planning & preparation · Remote, nationwide