RU
UAFitness & Wellness
Build a consistent tax strategy for a business built on healthy habits. Connect memberships, owner income, instructor payments and equipment decisions with your year-round plan.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Your everyday costs. A clearer tax picture.
These are common costs to review with us. We help separate business expenses, inventory and assets so they receive the appropriate treatment.
See what records to keepStudio rent & utilities
Fitness tools & equipment
Booking & membership software
Employee wages & benefits
Certifications & insurance
Advertising & payment fees
Contract labor & subcontractor services
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Plan for equipment purchases, changes in memberships and your compensation as an owner.
Tax preparation & filing
Prepare applicable business returns and coordinate owner-level tax filings based on your entity, activity and supporting tax documents.
Payroll & contractor tax reporting
Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.
Membership & session income taxes
Review income from memberships, packages and sessions for the applicable business return.
Studio & equipment tax planning
Review equipment and studio investments before deciding how their costs should be treated.
Owner & instructor tax coordination
Connect owner planning with payroll and applicable contractor tax reporting for instructors.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Membership & booking reports
- Equipment and studio documents
- Instructor and payroll records
- Insurance & certification invoices
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
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