Legacy Tax & Resolution Services

OWNER OPERATOR PACKAGES

OWNER OPERATOR PACKAGES

Professional Driver

Our flagship product, Professional Driver, is designed for owner-operators who want to grow their businesses. Rest easy knowing that our trusted experts handle everything from bookkeeping, accounting, taxes, and business planning.

  • Personal Year-End Federal/State Tax Returns
  • Deduction Maximizer
  • Personalized Quarterly Tax Estimates
  • Secure Client Portal
  • Mobile App Document Scanning
  • Monthly Bookkeeping
  • Monthly Profit and Loss Statements
  • Year-to-Date Profit and Loss Statement
  • Detailed Profit Plan
  • Unlimited Tax & Business Consulting​
  • Industry Benchmarking​
  • $29.99
  • PER WEEK
  • CONTACT US
  • OR GIVE US A CALL

Pricing may change based on numerous partner discounts available. Contact us to find out if you qualify for a discounted rate!

Essentials

Our Essentials Package is best for owner-operators who are no strangers to the trucking industry but are looking for efficient and convenient back-office solutions.

  • Personal Year-End Federal/State Tax Returns
  • Deduction Quick Check
  • Quarterly Safe Harbor Tax Estimates
  • Secure Client Portal
  • Mobile App Document Scanning
  • Monthly Bookkeeping
  • Year-to-Date Profit and Loss Statement
  • Tax Consulting​
  • $17.99
  • PER WEEK
  • CONTACT US
  • OR GIVE US A CALL

Pricing may change based on numerous partner discounts available. Contact us to find out if you qualify for a discounted rate!

Enterprise

Our Enterprise Package is for owner-operators ready to take the next big steps to grow their trucking business and need a complete back-office solution to support their growing Enterprise.

  • Entity Year-End Federal/State Business Return
  • Personal Year-End Federal/State Tax Returns
  • Deduction Quick Check
  • Quarterly Tax Estimates
  • Secure Client Portal
  • Mobile App Document Scanning
  • Monthly Bookkeeping
  • Monthly Profit and Loss Statement
  • Year-to-Date Profit and Loss Statements
  • Unlimited Tax, Business & Payroll Consulting
  • Bank Checking and Credit Card Statement Reconciliation
  • Payroll Services              (Additional Fee)
  • $44.49
  • PER WEEK
  • CONTACT US
  • OR GIVE US A CALL

Pricing may change based on numerous partner discounts available. Contact us to find out if you qualify for a discounted rate!

The Works

Our The Works Package is for owner-operators that are the elite in the trucking industry and need the best that we have to offer in back-office solutions to support their thriving business.

  • Entity Year-End Federal/State Business Return
  • Personal Year-End Federal/State Tax Returns
  • Deduction Maximizer
  • Personalized Quarterly Tax Estimates
  • Secure Client Portal
  • Mobile App Document Scanning
  • Monthly Bookkeeping
  •  
  • Monthly Profit and Loss Statement
  • Year-to-Date Profit and Loss Statements
  • Unlimited Tax, Business & Payroll Consulting
  • Bank Checking and Credit Card Statement Reconciliation
  • Payroll Services              (Additional Fee)
  • $53.69
  • PER WEEK
  • CONTACT US
  • OR GIVE US A CALL

Pricing may change based on numerous partner discounts available. Contact us to find out if you qualify for a discounted rate!

Additional Services

In addition to the core packages listed above, we offer various services available for owner-operators and other industries that need specific business assistance.

  • Review and Amendment of Prior Returns
  • Entity Consulting and Structuring
  • Tax Problem Resolution
  • 1099 Preparations
  • Profit Maximization
  • Payroll Services             
  • Reasonable Officer Compensation Analysis
  • Quarterly or Monthly Tax Planning
  • Excise Tax Filings (2290s, IFTAs)

Other Industry Specialties

  • Rideshare
  • Realtors
  • Construction Contractors
  • Fisherman
  • Price Varies
  • Please call our Enrollment Specialist to learn more today
  •  
  • CONTACT US
  •  OR GIVE US A CALL

Pricing may change based on numerous partner discounts available. Contact us to find out if you qualify for a discounted rate!

FOR A FREE CONSULTATION

Call 800-829-7483 or fill out the form below.

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3/3/2017
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