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Residential & light commercial contractors

Your full tax plan.
Completely free.

Get a complete, written tax plan built around your contracting business, plus a one-hour Zoom walkthrough. See which strategies may fit, what they could save and the steps to put them in place.

Apply for your free tax plan See how it works

For qualified contractors. Required records come first.
You keep the plan. No obligation to hire us.

Personalized tax planningSample excerpt
Today CFOPlanning exampleFictional business · Worked example

Sample owner review · Residential contractor

Your plan, put into action

A full plan connects your records, the options worth evaluating and the steps needed to carry them out.

Records reviewed
3 setsReturns, books and payroll
Review priorities
3Specific to this example
Walkthrough
1 hourReview the full plan on Zoom
01

Resolve the expense questions

The draft books contain $6,400 of uncategorized purchases. Match receipts to business use before updating the tax projection.

Owner: supply receipts · Accounting: reconcile the entries
02

Model the planned vehicle purchase

A $48,000 vehicle is in the owner’s budget. Compare cash purchase and financing, intended business use, and purchase timing.

Owner: confirm terms · Tax team: evaluate the scenarios
03

Update the payment plan

Bring the year-to-date results, payroll and payments already made into one projection. Show what changes under each reviewed option.

Tax team: prepare projection · Owner: review before acting

Illustrative plan excerpt. Purchase and expense amounts are planning inputs, not tax savings. Eligibility and tax effects require individual review. Implementation is separately scoped.

Fictional figures and findings. Not a client result.01 / Sample

What you receive

The full plan.
Yours to keep.

Your tax return tells you what happened. Planning helps you decide what to do next, while there is still time to act.

01 · Your business

Strategies that fit your records.

We review your business structure, income, payroll and plans to identify opportunities worth considering.

02 · The numbers

Estimates with the details.

See potential savings, the assumptions behind them and the costs or requirements that could affect your decision.

03 · The next steps

Your complete written plan.

Get the full plan with priorities, timing and action steps. Spend an hour with our team on Zoom to understand it and ask questions.

Built for owners like you

Busy with the work.
Ready to plan ahead.

For remodelers, home builders, HVAC, plumbing, electrical, roofing and other residential and light commercial trades. Family-operated businesses are welcome.

We review the whole picture. Revenue alone does not decide whether you qualify.

A good fit starts here.

  • Your business is making a profit.
  • You want help planning beyond the next tax return.
  • You are willing to provide the records we need.
  • You are open to discussing paid help if the plan makes sense.

Not sure about your numbers? Tell us what you know. Our team confirms the fit before work starts.

From application to action

Four steps.
One useful plan.

The first call is about fit. The one-hour presentation comes after your records are complete and your plan is ready.

Apply for your free tax plan
  1. 01

    Apply and confirm the fit.

    Tell us about your business. A brief call helps us confirm whether the free plan is a good fit and answer your questions.

  2. 02

    Send the required records.

    Get one checklist and a secure way to share your documents. We start your plan once the required records are complete.

  3. 03

    Walk through your plan.

    Meet with our team on Zoom for one hour. See what may fit, what it could save and what needs to happen next.

  4. 04

    Decide how to move forward.

    Keep your plan. If you want our help, we explain the scope and cost of putting it into place. There is no obligation to hire us.

Know what is needed up front

The plan starts
with your records.

After the fit call, we send your document checklist and secure sharing instructions. Gather what you can now. We confirm the exact list for your business.

No tax returns, Social Security numbers or bank details belong in the application form.

What to have ready

  • Most recent tax returnsBusiness and personal, as applicable.
  • Current financial reportsYour profit and loss statement and balance sheet.
  • Payroll detailsIf your business runs payroll.
  • Plans for the businessUpcoming purchases, changes and questions.

We prepare the plan after the required records are complete.

Help after the plan

Put the plan to work.
Keep the books on track.

We earn our fees from tax return preparation, monthly bookkeeping and tax plan implementation. Your full plan is free. If you hire us for the next steps, we agree on the work and price before starting.

Before you apply

A few practical questions.

Is the tax plan really free?

Yes, for qualified contractors. You receive the full written tax plan, personalized to your business, and a one-hour Zoom walkthrough at no cost. You keep the plan whether or not you hire us. Tax return preparation, monthly bookkeeping, cleanup and help putting the plan into place are separate paid services.

Why do you give away the full plan?

We earn our fees from preparing tax returns, keeping the books each month and helping clients put their tax plans into place. The free plan lets you see our work before deciding whether to hire us. You receive the full plan either way, with no purchase required.

Who is this for?

Owners of profitable residential and light commercial contracting businesses who want to plan ahead. That includes remodelers, home builders and service trades. You need to be willing to share the required records securely. We review each application to confirm the fit.

What will I need to provide?

Expect to gather your most recent business and personal tax returns, current profit and loss statement and balance sheet, plus payroll details if you run payroll. After the fit call, we confirm the exact checklist and how to share it securely. Do not send tax records through the application form.

When do we schedule the one-hour walkthrough?

After we have the required records and have prepared and reviewed your plan. The first conversation is a brief fit call. Applying does not book the plan presentation.

What if my books are behind?

Tell us in your application. We will explain what needs to be brought up to date before we can prepare a useful plan. Any paid cleanup work is quoted separately and agreed before it starts.

Can I keep my tax preparer?

Yes. You can share the plan with your current preparer. If you want our help putting it into place, we agree on who handles each step before work begins.

Do you guarantee a tax savings amount?

No. We review what fits your records and explain the assumptions behind any estimated savings. Some strategies may not fit, and estimates are not a promise of your result.

Apply for your free tax plan

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