Getting the write-offs right
Filing a contractor return usually falls into one of three categories. We make sure it lands in the middle.
Sorting the actual from the personal is the job. We do it before the return is prepared.
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.
What a strategy consult delivers
You leave with a categorized plan for your business, not a list of generic advice.
Categorized expense list
We sort your bank and card statements into the correct deductible categories for your trade.
Vehicle and asset plan
We map your truck mileage and equipment purchases to the correct depreciation or expense method.
Entity and structure review
We look at your LLC or S-Corp structure and confirm how the write-offs flow to your return.
An honest read
If the write-offs are too thin to justify the engagement, we tell you before we start.
How it works
You send your records
Send over your expense tracking, bank statements, and a note about your trade. We review it at no charge.
We map the strategy
Our team categorizes every deductible expense and builds the write-off plan for your entity type.
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.
"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
A flat fee, quoted up front.
A flat fee, quoted up front. Here is what moves your quote.
Questions we get before we start
How much does the contractor write-off strategy cost?
Do you work with contractors outside my state?
Do you prepare and file the tax return, or just advise?
What do I need to bring for the first review?
When in the year should I get my write-offs mapped?
Does my entity type change what I can write off?
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.