CONTRACTORS AND TRADES
A big year on the job shouldn’t mean a bigger surprise in April.
Tax planning for roofing, pool, HVAC, electrical and specialty-trade owners whose tax bill is six figures or more. We plan around how your jobs pay, before the year closes.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
A written plan, before December.
A spouse or children on payroll, and a future handoff.
Family in the business
Jobs in other states and what they mean for where you file.
Crews across state lines
A plan built for an owner’s income, with the crew in mind.
Retirement plan design for owners
A structure and salary that fit a business with strong years and lean ones.
How you’re set up and paid
What to buy, when it goes into service, and whether the yard belongs in its own company.
Trucks, equipment and the yard
Big jobs that close in December, deposits and retainage, and which year they belong to.
When job income lands
Where trade owners usually have room
Start with your return. We’ll show you what we see.
Request a review
Tell us about the business. It takes two minutes, and no documents.
Send last year’s returns
Personal and business, through our secure client portal. Matthew reviews them personally.
A 30-minute call
Three to five opportunities in plain English, and what it would take to act on them. No cost, no obligation.