top of page

 Offering mobile and virtual preparation for your convenience!
Servicing all 50 states!

Helpful IRS Links

​

KEY Items for 2024 

Refund Information

  • Refund updates will generally appear 24 hours after your e-file has been accepted or four weeks after mailing a paper return. The IRS updates the status of refunds once per day, typically overnight.

  • Attention Truckers:
    Need assistance filing your IRS Form 2290 for the new year? Contact me for prompt and professional help.

  • Additional Services:
    We also provide filing services for:

    • Beneficial Ownership Information Reports (BOI) for businesses, and

    • Annual Reports for Florida businesses with the state.

 

Ninety percent of refunds are issued within the first 21 days of filing. If you are requesting an amendment to your prior year's tax return, please have a copy of the original return available. Payment for the amendment preparation fee is required before submission to the IRS.

 

For up-to-date information on your tax refund status, you can use the "Get Refund Status" tool on the IRS website. Be sure to have your Social Security number or ITIN, filing status, and the exact refund amount available.

TAX FLYER.png

What do I need to file my taxes? 
Click on our checklist

IRS-Efile-Provider.png
Intake form
Did you know we specialize in trucker's taxes?

If you are an owner-operator or company driver, we can help you save on many deductions that are overlooked. Take a look at some of the commonly missed  deductions below: 

  • Association fees, tolls, uniforms, and parking fees.

  • Bank fees for a business bank account.

  • Travel expenses including lodging, laundry, use of showering facilities, and other travel related expenses. 

  • Cell phone and internet data plans used for business, including GPS and communication systems that require data. 

  • Certifications required to maintain licenses. 

  • Fuel and other truck operating costs (per the actual expense method or standard method, depending on the better advantage). Example, a truck hauling freight will cost more than what the standard mileage is for IRS. 

  • Insurance, i.e. commercial liability insurance, workers comp, etc. 

  • Cleaning supplies used to keep the truck cab in operable condition.

  • ​Office supplies, tools, and safety gear such as work glove and steel-toe boots, safety vests, helmets, and cargo straps. This can also include fire extinguisher, flashlights, coolers, logbook papers, and other similar item

  • Computers, software, and internet access, including load boards, ELDs, and other administrative software for bookkeeping.

  • Credit card fees and interest (under the business entity for eligible business usage).

  • Depreciation, cost of the truck and major improvements must be depreciated over the class life of the truck, typically a 3 to 5 year recovery period.

  • Education, the cost of any continuing education to maintain your CDL with a state or federal agency.

  • Excise taxes such as heavy highway use vehicle excise tax, IFTA, and mileage taxes.

  • Fees via state and federal regulatory such as department of motor vehicle licensing fees and U.S. Customs duties for freight in/out the country by border. 

  • Labor such as employee wages, payroll taxes, cost of contract drivers. 

  • Interest expense on business loans, credit cards, mortgage interest on a building or qualified home office. 

  • Lease cost for leasing a truck (as an actual expense).

  • Maintenance and repair costs

  • Medical exams required DOT, drug tests, sleep apnea studies. Illness visits are not covered. 

  • Sirius radio and other music apps and subscriptions, including magazines.

NOTE fines and penalties are not reimbursable if paid to a government organization, i.e. speeding tickets, weigh station fines. 

bottom of page