For HVAC, plumbing, electrical & GC owners
For 24 years we've helped high-revenue contractors turn tax liability into lasting wealth — through smart entity structure, fleet and equipment write-offs, and owning the buildings they work out of.
Zero-risk: if we can't find at least $10K in savings, the audit is free.
The problem
If your accountant only calls you in April, you're not getting tax strategy — you're getting a bill. Most high-revenue trades businesses leave tens of thousands on the table every single year.
Surprise tax bills. Under-depreciated equipment. Full self-employment tax on every dollar. And no plan to turn profit into personal wealth.
None of that is your fault. It's what happens when the person doing your taxes files the past instead of planning the future.
Free 60-second tool
Six quick questions about your business. You'll see an estimate of what you may be overpaying each year, the 10-year impact, and exactly where the leaks are.
We'll send a one-page summary of your biggest opportunities and book your 15-minute Tax-Leak Audit. No cost, no obligation.
Estimates are illustrative only, generated from the inputs you provide, and are not a quote or tax advice. Actual savings depend on your full financial picture, entity details, and current tax law. No specific result is guaranteed.
How it works
A clear, repeatable process that turns one conversation into a year-round tax advantage.
We review your recent returns to surface missed deductions and structural flaws — in a focused 15-minute conversation.
We engineer a tailored, year-round strategy covering your entity, fleet and equipment, retirement, and commercial property goals.
Quarterly meetings keep your plan proactively adjusted — protecting cash flow and turning business profit into personal wealth.
Our expertise
We don't work with everyone. We specialize in high-revenue trades businesses — which means sharper strategy and measurably better outcomes.
Eliminate thousands in unnecessary self-employment and payroll tax through the right corporate structure.
Maximize write-offs on heavy machinery, tools, and service vehicles — planned before you buy, not after.
Buy your own shop or yard and use cost segregation to generate substantial passive deductions.
Strategy that fits how a real contracting business actually runs — equipment cycles, payroll, and seasonal cash flow.
Proof
Actual client work with identifying details removed — the kind of savings that compound year after year.
"They aren't just number crunchers — they save me thousands. Finding an accountant who actually understands my business was a game changer."
Case studies reflect actual client engagements with identifying details removed. Figures are estimates and projections based on the planning consultation; actual results depend on implementation, timing, and individual circumstances. No guarantee of tax savings is expressed or implied. Strategies are evaluated under current law. This material is for informational purposes only and does not constitute tax or legal advice.
Common questions
If you operate as a sole proprietor or default LLC, you likely pay full self-employment tax on all your net profit. Electing S-corporation status and setting a reasonable salary can save many contractors five figures a year. The right answer depends on your profit level and payroll — which is exactly what a planning review determines.
Yes. Section 179 and bonus depreciation let you front-load large deductions on service vehicles, heavy machinery, and tools — often in the year you buy them. The key is planning the purchase and the write-off together, before you buy.
Often, yes. Buying your operating space through a separate property LLC turns rent into a deductible expense, and a cost-segregation study can accelerate depreciation to generate substantial passive deductions — while you build an appreciating asset instead of paying a landlord.
Because a once-a-year accountant is a historian, not a strategist. If your advisor only talks to you at filing time, the planning window has already closed. Year-round, proactive planning is where the real savings live.
Yes. The initial audit is a focused, no-obligation conversation built to surface where you may be overpaying — before any engagement. If we can't identify meaningful savings, it costs you nothing.
Get started
Book your 15-minute Tax-Leak Audit. A focused, no-fluff conversation — not a lengthy sales pitch. Every recommendation is tied to a real, quantifiable dollar outcome.
15 minutes · Zero risk · Specialized in HVAC, plumbing, electrical & GC