Transport Industry Tax Preparation

I run a transportation-focused company and need a CPA who truly understands the sector’s tax nuances. The immediate assignment is straight-forward: prepare and file both my business and my personal returns, then outline year-round tax-planning steps I can act on right away. All supporting documents—statements, receipts, prior-year returns—are already organised and ready for upload, so you can get started without delay.

Because I’m satisfied with my bookkeeping system, the work is confined to tax preparation and strategic planning. However, if you notice opportunities to streamline record-keeping or strengthen internal controls, I’m open to hearing them for future phases.

Deliverables
• Completed federal and state business return
• Completed federal and state individual return
• Concise tax-planning memo highlighting deductions, credits, and compliance deadlines for the coming year
• E-file confirmations and a brief hand-off call to walk through the results

Experience with transportation clients, multi-state filings, fuel-tax considerations, and tools like QuickBooks or similar accounting software will stand out.