Industries We Serve
Tax help built for
your industry.
Every industry has its own tax rules, deductions and traps. Select your industry to see the tax needs we help with most.
01
Care Provider Agencies
Home care and disability service agencies run on payroll, reimbursements and tight margins. Small errors in worker classification or bookkeeping can cost more here than in most industries.
Common tax needs
- Worker classification: employee or independent contractor
- Payroll setup for hourly caregivers and office staff
- Bookkeeping that separates Medicaid, waiver and private-pay revenue
- Mileage reimbursement and accountable plan setup
- Quarterly estimated taxes and tax planning for owners
02
Daycare Providers
Childcare providers, especially home-based providers, have tax rules written just for them. Many providers miss deductions because the rules are not well known.
Common tax needs
- Business use of your home, using the time-space percentage
- Food program (CACFP) reimbursements reported correctly
- Standard meal and snack rates for family daycare providers
- Supplies, toys, furniture and equipment deductions
- Payroll setup for centers with staff
03
Beauty Professionals
Booth renters, suite owners and salon employees each file differently. The way you are paid decides what you owe and what you can deduct.
Common tax needs
- Booth rent and suite rental income and expenses
- Tip income reporting, and the new deduction for qualified tips
- Tools, products, education and license deductions
- Card processor 1099-K forms matched to your records
- Self-employment tax and quarterly estimated payments
04
Health & Wellness Providers
Independent wellness professionals often work from several locations and buy their own equipment, insurance and education.
Common tax needs
- Self-employment tax and quarterly estimated payments
- Continuing education, certification and license costs
- Liability insurance, equipment and supplies
- Mileage between clients and locations
- Entity choice as your practice grows
05
Disability & Waiver Providers
Caregivers paid through a Medicaid waiver program may qualify for tax benefits that many preparers do not know about.
Common tax needs
- Exclusion of qualified Medicaid waiver payments (IRS Notice 2014-7)
- Amended returns for open prior years
- The choice to count the payments as earned income for the Earned Income Tax Credit and the refundable Child Tax Credit
- Retirement contributions based on excluded payments
- Correct reporting of W-2 and 1099 forms from agencies
06
Coaches & Course Creators
Coaches and course creators earn through many platforms at the same time. Clean records and a plan for taxes keep growth from turning into a surprise bill in April.
Common tax needs
- Income from Stripe, PayPal, Kajabi and other platforms matched to 1099-K and 1099-NEC forms
- Software, equipment, studio and advertising deductions
- Home office and business use of your phone and internet
- Self-employment tax and quarterly estimated payments
- Entity and retirement plan choices as income grows
07
Real Estate Investors
Rental property can lower your taxes or raise them, depending on how you keep records and plan your purchases and sales.
Common tax needs
- Rental income and expenses tracked for each property
- Depreciation, and repairs compared with improvements
- Passive activity loss rules
- Short-term rental rules
- 1031 exchange and sale planning
Don’t see your industry?
We work with individuals and small businesses of every kind. Tell us about yours.