Are You Skilled in the Construction Business?
Go Solo and Be Your Own Boss—Build Your Trade Business Without Getting Crushed by Taxes, Bad Bids, or IRS Surprises.
Year-round financial support built for carpenters, builders, and masons who want to run a profitable business—not become accountants. From tax strategy to job pricing to retirement planning, we handle the numbers so you can focus on the craft.
30-minute session to map out your path.
Tax Planning for Hands-On Business Owners Who Are Ready to Stop Guessing and Start Keeping More of What They Earn.
Most solopreneurs start filing their business taxes on their personal tax returns as a sole proprietor. That return (your Schedule C) can get complicated fast—especially with materials, mileage, tools, and side jobs.
Make the Right Moves as Your Business Grows. But how do you know when you’re ready to take that next step?
Have you taken employees? Do you want to bring in partners? Are health or retirement savings in the future? Choosing the right business structure is an important and fundamental decision which has numerous impacts for future operations.
Avoid surprises
Keep more of what you earn
Work with someone local
Stop Struggling With Numbers
You Know the Building Codes. We Know the Tax Code. You can’t afford to be guessing about wiring, framing, or plumbing and you can’t afford to guess on taxes either.
Are you confused by all the rules, mixed information, and no time to dig through it all? You shouldn’t be wrestling with tax rules after a long day on the job. I clear up the confusion so you don’t make costly mistakes.
Let us handle the tax side so you can focus on the work.
Confusion Tax Rules?
Solved
Missed Deductions?
Never Again.
IRS Notices?
Avoid Them.
Bookkeeping Headaches?
Gone.
Bad Bids?
Not Anymore.
Retirement Stress?
Lifted.
Simple 3-Step Tax Relief
Start With a Clear Review
A complimentary look at your most recent tax return — personal or business — to spot missed deductions and planning opportunities.
Build Your Custom Plan
We’ll map out quarterly estimates, smart deductions, and long-term strategies that give you predictable, stress-free tax seasons.
Stay Confident All Year
Get responsive, year-round guidance so every decision — from expenses to estimated payments — supports your overall financial control.
Two Options for Help
Reporting Only
Our Reporting-Only option helps you quickly and easily meet your filing requirements with the I RS & your State so you can have more time to do the things you enjoy doing.
You invest a simple flat fee each year to "report" to the IRS and State (if applicable) what has already happened.
We speak about once a year during tax time to file your return.
If you need accounting reporting, we ensure your accounts are reconciled and you have access to quarterly reports.
Year Round Planning Plus Reporting
Our Year-Round Planning +Reporting options combine all your traditional filings with our proactive planning process so you can achieve the best possible outcomes in your personal & business financial life.
You invest a set monthly fee with no surprises. We allocate dedicated resources to provide strategic planning. Your “reporting” and compliance with IRS and State becomes automated.
We meet regularly, year-round, to ensure you’re paying the absolute least amount of tax possible.
We create an action plan to increase your personal and/or business cash flow so you can rest easy knowing your cash is optimized.
We help you intelligently grow your personal and/or business balance sheet so you’re as prepared for the future as you can be.
Client Testimonials
I tried to prepare my own taxes this year, and with two side hustles and some Bitcoin sales, I quickly found myself overwhelmed and frustrated. Mark stepped in, straightened out my record-keeping, got my crypto reported correctly, and made sure my personal return was filed on time—something I never would’ve managed on my own. The relief was huge, and I finally feel confident everything was done right.
Mike B
My tax situation became complicated after several military-related moves and buying and selling personal residences in different states. Mark helped me sort out which states I actually needed to file in and guided me through establishing residency in the most tax-friendly state. He handled the details I never would have caught on my own, and the entire filing process was smoother and less stressful than it’s ever been."