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Our Services
We offer comprehensive financial solutions tailored specifically to the unique needs of trucking industry professionals
Plans & Pricing
Ideal for
Owner-Operators
If you're an owner-operator and you need help keeping your income and expenses organized and want to ensure you're taking advantage of all the tax deductions available, this is the plan for you.
Investment begins at
$500/mo ($125/week)
Plan Includes:
Bookkeeping & Accounting
Monthly bookkeeping
Monthly account reconciliations
Digital storage of documents in secure Client Portal
Depreciation tracking for fixed assets
Quarterly financial reports
Quarterly financial overview video
Quickbooks Online subscription included
Tax
Quarterly estimated tax calculations
Semi-annual tax planning
Semi-annual tax plan review meeting
Annual 1099 filings
Annual Heavy Highway Vehicle Use Tax Return (Form 2290) preparation and e-filing
Annual individual tax preparation and e-filing (Federal and State)
Annual tax return explanation video
Annual tax return review meeting
Tax deadline reminders
Support
Unlimited chat, email, and phone support (during normal business hours)
Ideal for
New Motor Carriers
Do you need help keeping track of whether a load has been paid? Do you have employees or contractors to pay? Do you get a headache when it's time to file IFTA? If you answered yes to any of these questions, then this is the plan for you!
Investment begins at
$1,250/mo ($312.50/week)
Plan Includes:
Bookkeeping & Accounting
Weekly A/R management
Payroll for employees and contractors
Monthly bookkeeping
Monthly account reconciliations
Digital storage of documents in secure Client Portal
Depreciation tracking for fixed assets
Monthly financial reports
Monthly financial overview video
Monthly financial review meeting
Quickbooks Online subscription included
Tax
Quarterly IFTA, NY HUT, and KYU preparation and e-filing
Quarterly estimated tax calculations for business
Semi-annual tax planning for business
Semi-annual tax plan review meeting
Annual 1099 filings
Annual Heavy Highway Vehicle Use Tax Return (Form 2290) preparation and e-filing
Annual business tax return preparation and e-filing (Partnership, S-Corp)
Annual tax return explanation video
Annual tax return review meeting
Tax deadline reminders
Discount on individual tax planning
Discount on individual tax preparation and e-filling
Support
DOT & FMCSA Compliance Reminders
Unlimited chat, email, and phone support (during normal business hours)
Ideal for
Established Motor Carriers
This is the plan for you if you're ready to take your business to the next level! We will be a partner in managing the financial side of your business, guiding you with cash flow management, budgeting, forecasting, and making strategic decisions that will elevate your business.
Investment begins at
$2,000/mo ($500/week)
Plan Includes:
Bookkeeping & Accounting
Weekly A/R management
Weekly Cash Flow management
Payroll for employees and contractors
Weekly bookkeeping
Monthly account reconciliations
Digital storage of documents in secure Client Portal
Depreciation tracking for fixed assets
Monthly financial reports
Monthly financial overview video
Monthly financial advisory meeting
Annual forecasting & budgeting with monthly updates
Quickbooks Online subscription included
Tax
Quarterly IFTA, NY HUT, and KYU preparation and e-filing
Quarterly estimated tax calculations for business
Quarterly tax planning for business
Quarterly tax plan review meeting
Annual 1099 filings
Annual Heavy Highway Vehicle Use Tax Return (Form 2290) preparation and e-filing
Annual business tax return preparation and e-filing (Partnership, S-Corp)
Annual tax return explanation video
Annual tax return review meeting
Tax deadline reminders
Discount on individual tax planning
Discount on individual tax preparation and e-filling
Support
DOT & FMCSA Compliance Reminders
Unlimited chat, email, and phone support (during normal business hours)
Ideal for
Company Drivers
Investment begins at
$300/mo ($75/week)
If you're an employee or contract driver who doesn't own your own truck and you want to take a proactive approach to tax planning, we've got your back with our plan for company drivers.
Plan Includes:
Semi-annual tax planning
Semi-annual tax plan review meeting
Quarterly estimated tax calculations
Annual individual tax preparation and e-filing (Federal and State)
Annual tax return explanation video
Annual tax return review meeting
Annual W-4 review and recommendations
Unlimited chat, email, and phone support (during normal business hours)
Not sure which plan is best for you?
Not ready for a monthly plan?
Looking for tax help?
Contact us today so we can answer your questions and figure out how we can help you.
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