Step Two

Transfer All Information

The more efficient you are at this step, the more accurate your returns will be. We have created a Tax Organizer which is a single document that when combined with your previous year's tax returns, your 1099s or your W2s, will contain all the information we need to process your taxes.  We have this form online that when complete, all you need to do is press submit and we will receive it instantaneously and you will receive a copy in your email. 


Below you will find links to our Online entry versions for our corporate and personal forms.


DON'T FORGET TO INCLUDE YOUR PREVIOUS YEAR'S TAX RETURN

Step three

We Process Your Return

The first question you will want answered is how long will this take.   We really hate saying it depends, but it actually will depend upon when you give it to us and if the information you give us is complete.  So, the earlier you give it to us and the more complete the information is, the sooner it will get done.  Remember that your electronic logs will not be kept forever.  At some point, you must ask for copies for your records.


Thanks for choosing us.  And, we would love to hear from you.  While we love to have testimonials, we learn more when you take the time to mention where we can improve.  When you complain you help the next driver, so pass it on.

  • Per Diem
  • Deductible Items
  • Bank Information
  • Personal Tax Information
  • Mandatory Affordable Healthcare Act Questions
    • 1099 or W2
    • Previous years tax return
    • Personal information
    • Truck Information
    • Nights in Truck, Days returning home & days off

    Step One

    Collect all your information

    That would include your 1099s or W2s, your previous years tax returns, deductions, receipts, and anything else you think will help us prepare your return.  Here is a short list to help you get started:

    a note from jim

    It is my goal to make your tax journey as painless as possible. Yes, I know that it will never be pain free, but I promise that my staff and I will help you get better organized, make better choices, include more deductions, and give you daily tools that will guarantee you spend less time preparing your taxes than ever before.

    Personal and Corporate Tax preparation

    Click here to link to the

    Corporate Tax Organizer

    nationwide tax consultant to the otr driver

    888-799-1099‚Äč

    Click here to link to the

    Personal Tax Organizer

    Pricing for

    personal tax preparation

    Owner operators - $475  

    Company drivers - $275  




    PRICING FOR

    Corporate TAX PREPARATION

    Owner operators - $510  
    Plus, for every individual

    in your company - $190 each