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UATransportation & Logistics
Your routes change. Your tax strategy should keep up. Tax preparation, year-round planning, payroll support and applicable IFTA and registration services for drivers, carriers and growing fleets.
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 keepFuel, DEF & tolls
Repairs, tires & maintenance
Truck & trailer costs
Insurance & operating permits
Dispatch, factoring & software
Business travel & communications
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 estimated taxes around settlement income, equipment decisions and the way your business is structured.
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.
IFTA reporting
Organize jurisdiction mileage and fuel purchases, reconcile supporting records and prepare applicable quarterly IFTA reports.
Registrations & renewals
Support for applicable business and motor-carrier registrations and renewals. We first review your operation and the filings it needs.
Fleet & equipment planning
Review purchases, leases, financing records and business use so trucks and trailers receive appropriate tax treatment.
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 ↗- Settlement statements & factoring reports
- Fuel receipts & mileage by jurisdiction
- Truck, trailer & loan documents
- Driver payroll & contractor records
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.
MORE INDUSTRY EXPERIENCE
