High-revenue trades, handled like one.
Fleet depreciation done right. Truck inventory tracked to the job. S-Corp election timed correctly. Tech 1099s vs. employees classified to hold up. Built for owner-operators clearing real revenue.
A fleet of service vans with no §179 plan is years of deferred deductions. Truck-stock inventory expensed to COGS at purchase instead of consumption inflates margins and overstates tax. Field-tech classification is the FL DOR's top audit issue in service trades — and the back-payroll bill is brutal.
How we fix it.
Entity & election
S-Corp election once net clears the threshold. Late-election relief where eligible. Multi-entity (operating + holdings) where it fits.
Fleet & equipment
Service vans, dedicated tools, jetters, leak-detection equipment. §179 or bonus by item, optimized by year.
Truck-stock inventory
Parts on the truck accounted as inventory (not COGS at purchase). Consumed when used on a job, posted to job costing.
Field-tech classification
Employee vs. 1099 by IRS factors. Documented and defensible. Payroll, workers comp, and unemployment coordinated.
Why us for HVAC, plumbing & electrical.
IRS Enrolled Agent, enrolled to represent taxpayers before the IRS in all 50 states, alongside CPAs and attorneys.
Finance training: the math behind every recommendation we make. Currently in law school.
Service-fleet §179 and the GVWR rule.
Vans and pickups over 6,000 lb GVWR sit in a different depreciation lane than passenger vehicles — bigger §179, fewer caps. Many fleets miss it. We elect by VIN.
Truck-stock inventory vs. parts expense.
Parts sitting on the truck overnight are inventory. Parts billed to a customer the same day are COGS. The line between them is monthly inventory counts — we set the discipline.
Field-tech classification — FL DOR's favorite audit.
Florida DOR aggressively audits service-trade companies for misclassified field techs. The back-payroll, the workers-comp, the unemployment — all assessed retroactively. We document classifications that hold up.
Pricing, on the page.
Published prices · Quoted in writing before any work startsHow it works: one annual fee, half paid at engagement and half before your return is filed. Everything past the package baseline is a published add-on at a fixed price, so nobody counts forms. Books, payroll and sales tax are the only monthly items, because they are the only monthly work. See the full grid and every add-on or get your price in a minute.
One practitioner. Every file, personally led.
Cody is an IRS Enrolled Agent with an MBA — a solo practitioner with a small support team, working out of Lakeland, Florida. He is also currently in law school.
Every client engagement is led by Cody personally. The firm stays deliberately small so the work stays deliberately careful — and so when the IRS calls, the person who picks up is the person who filed your return.
Common questions.
If yours isn't here, ask it on the intake — we read every one before the first call.
Should I S-Corp?
Almost always once net profit reliably clears $100K. The SE-tax savings on distributions are decisive for service-trade margins.
Can I deduct my whole van?
A service van over 6,000 lb GVWR is generally fully §179-eligible (subject to the SUV cap on luxury vehicles, which most service vans aren't). We file the election.
How do you handle truck-stock?
Monthly count, journal entry to inventory at month-end, expense to COGS when used. Most service-trade software (ServiceTitan, FieldEdge, Housecall Pro) supports it.
Field tech who works only for me — employee or 1099?
If you set their schedule, supply the tools, train them, and they work for nobody else — they're an employee. Calling them a contractor doesn't change the FL DOR's opinion. We document properly.
Multi-state operations?
FL-based with GA / AL / SC overflow is common. We file home-state plus non-resident.
Workers comp?
Required in Florida once you cross 1 employee in construction trades, 4 in non-construction. We coordinate the payroll and the carrier.
Related
- Business tax preparationS corp, partnership, C corp and Schedule C returns, with the owner's return included.
- S corp tax servicesWhether the election pays, Form 2553, a salary you can defend, and the 1120-S.
- Monthly bookkeepingMonthly close and reconciliations from the firm that files your return.
- Contractors and tradesJob costing, per diem, equipment and subcontractor 1099s.
Run the trucks. We'll run the books.
Send last year's return and a fleet list. We'll confirm the package and the add-ons on the first call.