Episode 80 - Houzz Interview

Show Notes

📌 Episode Show Notes

Episode 80 Show Notes — Houzz Pro with Liza Hausman

🎙️ Episode Summary

In this episode, George sits down with Liza Hausman, Vice President of Industry Marketing at Houzz, to break down how Houzz Pro helps contractors and design/build firms modernize operations, improve communication, and scale profitability.

Liza shares how Houzz evolved from a homeowner inspiration platform into a full end-to-end project management software, why contractors are shifting away from spreadsheets and sticky notes, and how AI tools inside Houzz Pro are helping teams save time, close jobs faster, and run more profitable projects.

👤 Guest Spotlight: Liza Hausman

Vice President of Industry Marketing at Houzz, focused on the pro community

Has been at Houzz for 14+ years, joining when the company was still very early

Background in advertising, MBA, and management consulting

Passionate about solving complex business problems and improving renovation workflows

Episode 80 Houzz Script

🧱 What Houzz Pro Is (And Who It’s For)

Houzz Pro is designed as an all-in-one system that covers the entire contractor workflow:

  • Lead → ✅ Estimate → ✅ Project → ✅ Change Orders → ✅ Scheduling → ✅ Payments → ✅ Client Communication

Liza describes it as a “single source of truth” that replaces scattered tools, minimizes errors, and keeps clients + teams aligned.

Episode 80 Houzz Script

🔑 Key Benefits of Houzz Pro (High-Level)

  • One Central Source of Truth — Contractors can stop chasing details through notebooks, texts, and spreadsheets. Everything is stored in the cloud and accessible by owners, staff, and clients.

Episode 80 Houzz Script

  • Less Data Loss + Fewer Mistakes — Instead of copying and pasting between tools or losing important notes, workflows flow smoothly from one stage to the next.

Episode 80 Houzz Script

  • Client Expectations Are Changing — Liza explains contractors are being pushed to modernize because newer generations of homeowners expect visibility, transparency, and tech-forward communication.

Episode 80 Houzz Script

🤖 AI Inside Houzz Pro (Huge Time Saver)

Houzz Pro is leveraging AI to eliminate hours of tedious admin work, including:

AI takeoffs

Clicking to measure spaces

Converting takeoffs → estimates

Converting estimates → schedules

Daily logs via voice-to-text with formatting and suggested next steps

Episode 80 Houzz Script

Liza emphasizes the best part: AI is built into the workflow, so contractors don’t need to learn a totally separate tool.

Episode 80 Houzz Script

🧾 Change Orders + Avoiding Awkward Money Conversations

Change orders are one of the biggest real-world pain points in construction—and Houzz Pro helps by making scope and approvals visible:

Change orders can be created directly from approved estimate items

Automated client delivery + tracking

Online payment capability

Clear records of what was approved, changed, and paid for

Episode 80 Houzz Script

📊 The Profitability & Growth Impact

Liza shares Houzz’s internal findings that contractors using Houzz Pro saw:

📈 40% revenue growth in their second year on average

Episode 80 Houzz Script

Additional benefits mentioned:

Manage more projects with fewer PMs (better efficiency)

Close projects faster

Faster client payments → stronger cashflow

Episode 80 Houzz Script

🧠 Game-Changing Feature: 3D Tools + Scanner App

One of the standout tools discussed is Houzz Pro’s 3D tools, including a mobile scanner workflow.

Contractors can:

Scan a space quickly during a first meeting

Show clients existing layouts + renovation changes almost instantly

Use visuals to build confidence and close faster

Episode 80 Houzz Script

Liza notes projects close four days faster for contractors using Houzz Pro.

Episode 80 Houzz Script

📣 Lead Gen & Marketing Tools Included

Houzz Pro also includes marketing and growth tools such as:

Built-in CRM

Lead source tracking + performance insights

Email marketing/newsletter tool for referrals & repeat business

A smooth “convert lead to project” workflow that keeps all history intact

Episode 80 Houzz Script

🔌 Integrations Mentioned

Key integrations discussed include:

QuickBooks Online integration

Gmail syncing (organized by project)

Google Drive integration for file storage

Calendar sync

Zapier support when contractors want to keep using a separate CRM

Episode 80 Houzz Script

👷 Subcontractor-Friendly Workflow (No Account Needed)

One major adoption barrier in construction software is subs refusing to log into systems.

Houzz Pro solves this by:

Giving subs a special access link

No login/account required

Contractor controls permissions (what subs can see/do)

Subs can upload bids, access docs, submit logs, etc.

Episode 80 Houzz Script

  • Best Advice for Contractors Trying to Modernize

Liza’s advice: don’t get overwhelmed.

Start by fixing the biggest pain point first (like estimating), then expand over time with support from the Houzz Pro customer success team.

Episode 80 Houzz Script

📍 How to Get Started with Houzz Pro

Visit: houzz.com/pro

Or contact Liza directly: liza@houzz.com

Episode 80 Houzz Script

⭐ Memorable Quote / Moment

“Top line is vanity, profit is sanity.”

Episode 80 Houzz Script

📌 Episode Topics Covered (Quick List)

  • Houzz’s evolution into Houzz Pro
  • Why contractors need software to scale
  • AI takeoffs + automated workflows
  • Change orders + client communication
  • Revenue growth + profitability tools
  • 3D scans for faster closing
  • CRM + email marketing built-in
  • QBO + Gmail + Drive integrations
  • Subcontractor access without logins

Episode 79 - S-Corp

Show Notes

📌 Episode Show Notes

S Corp vs C Corp for Construction Contractors (What You NEED to Know)

If you’re a contractor (GC, sub, or owner-operator) and you’ve been wondering whether an S Corporation can help you save money on taxes, this video breaks it down in plain English.

We cover what an S Corp actually is, how it’s taxed differently than a C Corp, and the real-world pros/cons for construction businesses.

🔑 Key Takeaways for Contractors

  • An S Corp is not a business type — it’s a tax election filed with the IRS
  • S Corps are usually pass-through entities, meaning profit/loss flows to your personal return
  • S Corps can help avoid double taxation, which can happen with C Corps
  • Business losses may help offset personal income (depending on limitations)
  • S Corps still file Form 1120-S every year
  • S Corps still pay employment taxes on employees
  • Distributions may reduce exposure to self-employment type taxes (when done correctly)
  • You may owe tax on “paper profits” even if cash stays in the business
  • Shareholders often need quarterly estimated taxes
  • Converting from C Corp to S Corp can trigger tax consequences in certain situations
  • Most S Corp returns are due March 15 (calendar-year)

🧾 Forms Mentioned

📌 Form 2553 – S Corporation Election

📌 Form 1120-S – S Corporation Tax Return

📌 Form 7004 – Extension Request for Business Tax Returns

👷 Contractor-Specific Reminder

Entity structure won’t fix messy business operations.

If you want real protection and cleaner tax filing, you still need:

clean bookkeeping

separate bank accounts

payroll done correctly

solid contracts + insurance

consistent tax planning

💬 Comment + Subscribe

Want the follow-up video: When an S Corp actually saves contractors money?

Comment “S CORP” and I’ll post it.

  • Subscribe for more contractor tax & business breakdowns.

Episode 78 - Top 10 Contractor Deductions 2026 Edition

Show Notes

📌 Episode Show Notes

Top 10 Tax Deductions Every Construction Contractor Should Be Taking

If you’re a construction contractor, builder, electrician, plumber, roofer, concrete guy, or any type of trades business owner—this episode is for you.

Most contractors don’t overpay taxes because they’re “making too much”…

They overpay because they’re missing deductions they’re legally allowed to take.

In this video, I break down the Top 10 tax write-offs for contractors so you can keep more of what you earn and stop giving the IRS extra money every year.

  • What You’ll Learn in This Episode

In this video, we cover the biggest tax deductions contractors should be tracking, including:

  • Vehicle & Truck Deductions — Mileage vs actual expenses + how contractors can write off truck costs the right way.
  • Tools, Equipment & Heavy Machinery — How deductions work for tools, trailers, skid steers, compressors, and other equipment.
  • Office Supplies & Admin Costs — The “small” business expenses contractors forget that add up fast.
  • Advertising & Marketing — Google Ads, truck wraps, yard signs, websites, lead gen, business cards, and more.
  • Hiring Help (Employees + Subcontractors) — How to deduct labor costs and avoid getting burned by misclassifying workers.
  • Business Insurance — General liability, workers comp, commercial auto, equipment coverage, and more.
  • Rent + Storage Units + Yard Space — Shops, warehouses, storage units, and contractor yard space deductions.
  • Home Office Deduction — Who qualifies, what counts, and how to stay clean with this deduction.
  • Meals & Travel — When meals are deductible, travel write-offs, and how to document them properly.
  • Startup Costs + Professional Fees — Startup deductions + CPA, legal, and consulting costs that contractors can write off.

🔥 Bonus Deductions Mentioned

Don’t miss these extra contractor tax deductions:

  • Business licenses & permits
  • Retirement contributions (SEP IRA / Solo 401k)
  • Job-related education & training
  • Interest on business loans
  • Bad debts (when customers don’t pay)
  • Contractor Tax Tip

The IRS doesn’t care if you “meant to track it.”

If you want the deduction, you need documentation.

📌 Best habit: Keep receipts + track expenses monthly (not once a year at tax time).

📩 Want Help Saving More on Taxes?

If you’re a contractor and want help:

  • cleaning up your books
  • maximizing deductions
  • reducing your tax bill
  • staying audit-safe

Drop a comment below or reach out to my office.

Episode 77 - Business Gifts

Show Notes

📌 Episode Show Notes

Most contractors send holiday gifts to clients, realtors, vendors, and referral partners — but here’s the tax reality:

👉 The IRS only allows a $25 business gift deduction per person, per year — even if you spend $200+ on a gift basket.

bradfordtaxinstitute.com_Conten…

In this video, I break down the rule FAST, then I show you how contractors should gift strategically to build referrals, stay top-of-mind, and keep your books clean.

  • KEY TAKEAWAYS FOR CONTRACTORS
  • Business gifts are deductible…

❌ But only up to $25 per recipient per year

bradfordtaxinstitute.com_Conten…

  • To protect the deduction, track:

Cost

Date

Description

Business purpose

Relationship to recipient

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  • If you want clean books:

keep gifts at $25 or less

spread gifts across more referral partners

use contractor swag for long-term visibility

🧠 PRO TIP FOR CONTRACTORS

A $300 gift might still be worth it if it keeps a referral partner sending you $30,000+ in jobs…

Just don’t confuse it with a “tax strategy.”

It’s a relationship / marketing strategy — and your accounting needs to reflect that.

📋 WANT MY SIMPLE “CONTRACTOR GIFT TRACKER” TEMPLATE?

Comment GIFT and I’ll send it.

👷 WHO THIS VIDEO IS FOR

General Contractors

Remodelers

Home Builders

Roofers

HVAC / Plumbing / Electrical

Concrete, framing, subs, and trades

👍 SUBSCRIBE FOR MORE CONTRACTOR TAX TIPS

If you want more contractor-specific tax strategies (write-offs, payroll, bookkeeping, LLC vs S-Corp, etc.), subscribe and I’ll see you in the next one.

Episode 76 - BRRR

Show Notes

📌 Episode Show Notes

Most contractors think flipping houses is the fastest way to make money in real estate.

What they don’t realize is that the IRS treats flips like a regular job — and that can mean losing up to 47% of your profit to taxes.

In this video, CPA George Ghazarian breaks down the real tax difference between flipping vs. the BRRRR strategy, using a real-world example where two contractors make the same profit… but end up with very different amounts of cash.

If you’re a construction contractor, builder, or real estate investor, this video will show you how smart tax planning can mean tens of thousands of dollars saved — legally.

⏱️ What You’ll Learn

Why house flips are taxed as ordinary income

How self-employment taxes crush contractor flip profits

Why reinvesting flip profits does NOT reduce your tax bill

How the BRRRR strategy changes how the IRS views your deal

Why refinance cash is tax-free

How depreciation and cost segregation can lower taxes even further

The difference between flip income and long-term capital gains

How long a property needs to be rented to support BRRRR tax treatment

Common mistakes contractors make that trigger IRS scrutiny

🧱 Flip vs. BRRRR: The Key Difference

Flip Strategy

Profit taxed as ordinary income

Subject to federal, state, and self-employment taxes

No depreciation

No 1031 exchange eligibility

Cash-out triggers taxes immediately

BRRRR Strategy

No tax on appreciation while held

No tax on refinance proceeds

Depreciation deductions available

No self-employment tax on rental income

Potential for lower long-term capital gains tax

Possible future tax deferral using a 1031 exchange

👷 Who This Video Is For

General contractors

Construction business owners

Builders and remodelers

House flippers

Real estate investors doing their own rehabs

Episode 75 - STRs

Show Notes

📌 Episode Show Notes

Most contractors I talk to are great at making money…

But they’re often leaving a lot on the table when it comes to tax strategy.

In this episode, we break down one of the most overlooked tax moves I see contractors miss constantly: Short-Term Rentals (STRs).

When structured correctly, STRs can produce huge cash flow and open up powerful tax advantages… but if you do it wrong, you could accidentally trigger self-employment taxes and lose major planning benefits.

🔥 What You’ll Learn In This Video:

  • Why STRs can generate more cash flow than long-term rentals
  • The 14-day rule (and how rental income can be 100% tax-free)
  • What changes once you rent more than 14 days (planning matters)
  • Why STR tax classification is critical
  • Passive vs Active STR income — and how some investors accidentally trigger self-employment taxes up to ~15%
  • Depreciation + expenses: how to maximize write-offs the right way

⚠️ The Big Contractor Mistake With STRs

Most contractors are hands-on operators — and that’s a strength.

But when you manage a short-term rental like a hotel business, you can unintentionally turn it into active income, which may create unnecessary tax exposure.

That’s why structure and planning matter before tax season shows up.

  • If You’re a Contractor Thinking About STRs…

If you’re running strong cash flow, paying big taxes, and want to build wealth outside your construction business — this strategy should be on your radar.

Episode 74 - This Mileage Reimbrusement Tax Mistake…

Show Notes

📌 Episode Show Notes

The Hidden Mileage Reimbursement Tax Mistake Costing Contractors Thousands

Most construction contractors assume that if they’re reimbursed mileage for their truck, the tax side is already handled. Unfortunately, that assumption can quietly cost you tens of thousands of dollars when you sell or trade in that vehicle.

In this episode, we break down a little-known IRS rule that treats mileage-reimbursed vehicles as business assets, even when they’re titled personally. That means depreciation, adjusted basis, and a potential ordinary tax loss or gain when the truck is disposed of.

This is a trap most contractors — and many CPAs — miss entirely.

What You’ll Learn in This Episode

Why mileage-reimbursed trucks are treated as business vehicles by the IRS

How the IRS mileage rate includes hidden depreciation per mile

Why getting reimbursed doesn’t end the tax story

What happens when you trade in or sell a mileage-reimbursed truck

How contractors can miss five-figure ordinary deductions

Why vehicle trade-ins are now taxable events

Which IRS form should be used — and why it often isn’t

Practical steps contractors should take before their next truck trade-in

Key Takeaways for Contractors

Mileage reimbursement does not make your truck tax-neutral

IRS mileage rates include deemed depreciation that reduces basis

Selling or trading a truck can trigger a taxable event

Losses on mileage-reimbursed vehicles can be ordinary and fully deductible

Many contractors never file Form 4797, leaving money on the table

Who Should Pay Attention to This Episode

This episode is especially relevant if you are:

A construction business owner

An S-corp owner reimbursing yourself mileage

A foreman, superintendent, or PM driving your own truck

Someone who replaces work vehicles every few years

Next Steps

If you’ve traded in a truck that was reimbursed for mileage:

Review whether it was reported correctly

Ask your CPA if Form 4797 was filed

Confirm mileage logs and original purchase price were considered

Missing this once can mean permanently losing a valuable deduction.

Subscribe & Share

If this episode helped you, subscribe for more contractor-specific tax and financial strategies, and share this with another contractor who drives a truck for work.

Episode 73 - SECURE 2.0 - Three Quite IRS Changes

Show Notes

If you’re a construction contractor or business owner, the IRS just finalized changes that could increase your taxes and delay your refunds in 2026 — without most people realizing it.

In this episode, we break down the new SECURE 2.0 IRS rules in plain English and explain exactly how they impact contractors, high earners, and multi-entity businesses.

These changes are quiet, technical, and easy to miss — but ignoring them can cost you real money.

🧱 What Contractors Will Learn in This Episode

✅ Why 401(k) catch-up contributions will no longer reduce taxes for many high earners ✅ The new $145,000 income threshold that triggers mandatory Roth contributions ✅ How the IRS can now combine wages across multiple companies ✅ Why construction owners with multiple entities or joint ventures are at higher risk ✅ What “super catch-up contributions” really mean for ages 60–65 ✅ Why paper IRS refund checks are going away ✅ How missing direct deposit info can delay refunds by 6+ weeks ✅ What contractors should do now to avoid surprises in 2026

⚠️ Why Contractors Are Hit Harder Than Most

Construction businesses often have: • High but uneven income • Multiple entities • Late-year tax planning • Cash-flow sensitivity

That combination makes these IRS changes especially dangerous if you’re not planning ahead.

🛠️ Action Steps for Contractors

✔ Review your income and entity structure ✔ Stop assuming catch-up contributions reduce taxes ✔ Coordinate your CPA and retirement plan provider ✔ Plan earlier — December planning is riskier than ever ✔ Add direct deposit info to your tax returns

👷 Who This Channel Is For

This channel is for: • Construction contractors • Construction business owners • High-earning trades professionals • Anyone tired of tax surprises

If that’s you, make sure to subscribe.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 72 - Benefits of a C-Corp

Show Notes

Show notes coming soon.

Episode 71 - Owner Loans vs Capital Contributions What Every Contractor Needs to Know

Show Notes

If you own a construction company and you’ve ever put your own money into the business, this episode is for you.

How you label that money—loan vs capital contribution—can have major consequences for:

Taxes

Cash flow

IRS audits

Getting your money back out of the company

In this video, we break it down in plain English, specifically for construction contractors, subcontractors, and trades.

What You’ll Learn in This Episode

The difference between an owner loan and a capital contribution

When a contractor should use a loan vs equity

The tax pros and cons of each option

How the IRS looks at owner-funded businesses

Common funding mistakes contractors make

How to avoid audit red flags

Best practices for funding your construction company the right way

Common Contractor Mistakes Covered

Booking everything as “owner contribution”

Calling it a loan with no promissory note

Mixing loan repayments with distributions

Ignoring owner basis (especially S-corps)

Who This Episode Is For

General contractors

Subcontractors

Trade business owners

Construction company owners

Anyone funding their business with personal money

Resources & Next Steps

📌 Subscribe for weekly contractor tax and business advice 📌 Comment if you want a follow-up on:

Owner distributions

Paying yourself correctly

S-corp vs LLC tax strategy

Construction audit red flags

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 70 - The Most Powerful 1031 Strategy Contractors Don't Use

Show Notes

🎙 Episode Show Notes

The 1031 Exchange Strategy That Gives Contractors an Unfair Advantage

Most people understand the basics of a 1031 exchange. Very few understand how construction and improvement exchanges work — and even fewer know how powerful they are for contractors and builders.

In this episode, we go beyond the basics and break down improvement (construction) 1031 exchanges, a strategy that allows contractors to defer massive capital gains taxes while creating their replacement property instead of just buying it.

If you’re a contractor, builder, or developer involved in real estate, this episode explains why you’re uniquely positioned to use 1031 exchanges more effectively than traditional investors.

🔍 What You’ll Learn in This Episode

What an improvement / construction 1031 exchange actually is

How 1031 exchanges allow you to defer capital gains and depreciation recapture

Why replacement property value doesn’t have to exist on day one

How construction costs can count toward 1031 replacement value

A real-world example showing how a construction 1031 works step by step

Why contractors have a major advantage in speed, cost control, and execution

The strict IRS timelines that make or break construction exchanges

How improvement exchanges are structured behind the scenes

Common mistakes that cause 1031 exchanges to fail

Why this strategy is not DIY and requires the right advisors

🏗 Why This Matters for Contractors

Contractors can:

Build and renovate at cost

Move faster than traditional investors

Create value through construction instead of overpaying for turnkey assets

When paired with a 1031 exchange, those advantages allow contractors to:

Scale real estate portfolios without resetting taxes

Defer hundreds of thousands (or more) in capital gains

Turn construction expertise into a long-term wealth engine

⚠️ Important Disclaimer

1031 exchanges — especially improvement or construction exchanges — are highly technical and time-sensitive.

They must be structured before the sale closes and require coordination between:

A qualified intermediary (QI)

A real estate–savvy CPA

Legal counsel (especially when construction is involved)

This episode is for educational purposes only and is not individualized tax advice.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 69 - Donating a Work Truck The Tax Rules Contractors Must Know

Show Notes

📌 Episode Show Notes

Thinking about donating a work truck or van to charity? Before you do, you need to understand how the tax deduction actually works — because for contractors, it’s often not what you expect.

In this episode, we break down a real client question about donating a van through Cars for Kids and use it to explain the hidden tax rules, common mistakes, and planning traps contractors run into when donating vehicles.

🚧 What Contractors Will Learn in This Episode

How vehicle donation tax deductions really work

Why most donated vehicles do NOT qualify for fair market value deductions

The difference between donating a personally titled vehicle vs a business-titled vehicle

How Form 1098-C determines your actual deduction

When charities sell your vehicle — and why that matters

The rare situations where fair market value is allowed

How depreciation affects vehicle donations

What depreciation recapture is and why contractors get burned by it

How Section 179 and bonus depreciation change the tax outcome

When donating makes sense — and when selling the vehicle is smarter

Why “easy write-offs” often aren’t easy at all

🚛 Personal vs Business Vehicle Donations (Quick Breakdown)

Personally titled vehicle

Deduction usually equals the charity’s sale proceeds

Fair market value only allowed in limited cases

No depreciation recapture if you used mileage deductions only

Business-titled vehicle

Prior depreciation matters

Donation can trigger ordinary income depreciation recapture

Section 179 and bonus depreciation increase audit and tax risk

⚠️ Common Contractor Mistakes

Assuming the deduction equals Kelley Blue Book value

Donating a flly depreciated truck and expecting a tax beenefit

Not understanding how depreciation recapture works

Donating before talking to an accountant

Confusing generosity with tax efficiency

🧠 Key Takeaway

Donating a vehicle can feel simple — but for contractors, it’s often one of the most misunderstood tax moves. A quick conversation before you donate can save you thousands in taxes and prevent nasty surprises at filing time.

👷 Contractor Tip

In many cases, selling the vehicle and donating cash produces a better tax result than donating the vehicle itself — especially if the vehicle was owned by the business or heavily depreciated.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 68 - When Construction Deals Fail The Tax Fallout

Show Notes

When Construction Deals Fail: The Tax Fall-out

Buying another construction company can be a powerful growth move — but what happens when the deal falls apart?

In this episode, we break down the tax treatment of due diligence, legal, and accounting costs when a construction acquisition never closes. Many contractors assume these costs are automatically deductible — and that mistake can cost tens of thousands of dollars.

This episode explains exactly what happens to those expenses under the tax code and how contractors may still salvage deductions after a failed deal.

🏗️ Who This Episode Is For

This episode is especially relevant if you are a:

General contractor

Specialty trade contractor (electrical, plumbing, HVAC, concrete, etc.)

Construction business owner considering growth through acquisition

Contractor who has already walked away from a deal

Contractor paying legal and accounting fees related to M&A

🎯 What You’ll Learn

Why not all deal-related costs are treated the same for tax purposes

Which investigation costs are lost forever when a deal fails

How certain legal and accounting fees become capital losses

When failed acquisition costs can still be used to offset future taxes

How contractors can sometimes roll early costs into a later deal

Why documentation and timing matter more than the dollar amount

💸 The Two Buckets of Costs Explained

1️⃣ Early Investigation & Start-Up Costs

These include:

Industry research

Market analysis

Preliminary consulting

Feasibility studies

👉 If the deal never closes and no similar business is acquired later, these costs are personal and non-deductible.

2️⃣ Acquisition-Specific Costs

These include:

Legal fees

Accounting and due diligence costs

Transaction structuring expenses

👉 If the deal fails, these costs generally become short-term capital losses, usable against capital gains and up to $3,000 per year against ordinary income, with the remainder carried forward.

⚠️ Common Contractor Mistake

Most contractors assume:

“If the deal dies, everything is deductible.”

The IRS doesn’t see it that way.

The timing and purpose of each expense determines whether it’s:

Non-deductible

Amortizable

Or recoverable as a capital loss

Misclassification is one of the most expensive tax mistakes we see in construction acquisitions.

🧾 Why This Matters

Construction acquisitions often involve:

High professional fees

Tight timelines

Complex negotiations

Understanding the tax rules before a deal begins can protect you if it falls apart — and can materially change your after-tax outcome.

📣 Final Thought

Failed deals are painful enough. Losing tax deductions on top of that makes it worse.

If you’re exploring acquisitions, selling your company, or evaluating a competitor, get tax guidance early — not after the deal collapses.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 67 - Hard Hats, Boots & Hoodies What Contractors Can and Can’t Deduct

Show Notes

Hard Hats, Boots & Hoodies: What Contractors Can (and Can’t) Deduct

If you’re a construction contractor, you’re probably spending thousands every year on boots, safety gear, branded shirts, and jobsite clothing. But when tax time comes, most contractors either miss deductions or write off things the IRS disallows.

In this episode, we break down exactly when work clothing is deductible, when it’s not, and how construction business owners can structure this the right way to save money and avoid IRS problems.

⏱️ What We Cover in This Episode

👕 The IRS Rule That Trips Up Most Contractors

Why work clothes are not deductible by default

The “not suitable for everyday wear” test

Why wearing something only for work doesn’t matter

❌ Work Clothing That Is NOT Deductible

Jeans, hoodies, t-shirts, flannels

Regular boots you could wear off the job

Business-casual or everyday attire

Why intent doesn’t matter to the IRS

✅ Deductible Clothing for Construction Contractors

Protective gear (hard hats, steel-toed boots, safety glasses, gloves, hi-vis)

Specialized work apparel (FR clothing, insulated coveralls, overalls)

When branded/logo clothing may qualify—and when it doesn’t

🧺 Laundry & Cleaning Deductions

When washing and maintaining work gear becomes deductible

What you need to document

🧾 Independent Contractors vo. Employees

How self-employed contractors deduct qualifying clothing

Why employees cannot deduct work clothing anymore

The impact of current federal tax law

💼 Accountable Plans (Huge for Contractors with Employees)

How accountable plans work

Why reimbursements are tax-free to employees

Why reimbursements are fully deductible to the business

The three IRS rules every accountable plan must follow

⚖️ States That Require Clothing Reimbursement

Key states where employers must reimburse required gear

Why ignoring this can create labor law issues (not just tax problems)

🚨 Common Contractor Mistakes

Writing off everyday clothes

Misclassifying boots and jackets

Paying reimbursements through payroll

Poor recordkeeping and missing receipts

🛠️ Best Practices for Construction Business Owners

How to separate deductible gear from personal clothing

Why consistency matters year to year

Simple documentation habits that reduce audit risk

📌 Key Takeaways

Most work clothing is not deductible, even if used only on the job

Safety gear and specialized apparel often are deductible

Employees can’t deduct clothing—but accountable plans solve that

Doing this correctly protects deductions and avoids IRS issues

📞 Want Help Structuring This Correctly?

If you’re a construction contractor and want to:

Set up an accountable plan

Clean up deductions

Avoid IRS red flags

Stop overpaying taxes

Talk to a tax advisor who specializes in construction businesses, not just generic tax prep.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 66 - 2026 Tax Deadline for Contractors

Show Notes

📅 2026 Tax Deadlines Contractors Can’t Afford to Miss

Between job sites, crews, retainage, and unpredictable cash flow, tax deadlines can sneak up on contractors fast. In this episode, we break down the key 2026 tax deadlines every construction business owner needs on their radar — and how to plan around them before penalties hit.

⏱️ What We Cover in This Episode

📌 January 15, 2026

• Final 2025 estimated tax payment due • Especially important for contractors with uneven income

📌 January 31, 2026

• 1099s due to vendors • W-2s due to employees • Payroll tax returns must be filed

📌 March 15, 2026

• S-Corp, Partnership, and Multi-Member LLC tax returns due • Extensions allowed — but payment is still required

📌 April 15, 2026

• Individual tax returns (Form 1040) due • Last day to: – Fund a 2025 IRA or HSA – Pay 2025 taxes to avoid penalties ⚠️ Extensions give you time to file — not time to pay

📌 June 15, 2026

• Q2 estimated tax payment due

📌 September 15, 2026

• Extended filing deadline for: – S-Corps (1120-S) – Partnerships (1065) – Multi-Member LLCs • Q3 estimated tax payment due

📌 October 15, 2026

• Final extension deadline for: – Individuals (Form 1040) – C-Corporations (Form 1120)

⚠️ Why This Matters for Contractors

Construction cash flow doesn’t follow a calendar. Missing estimated tax payments can trigger penalties and interest, even in profitable years. Planning ahead protects both your cash and your margins.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 65 - New Years Resolution

Show Notes

Most contractors don’t fail because they aren’t profitable—they fail because they run out of cash.

In this episode, George Ghazarian, CPA, challenges construction contractors to make one financial New Year’s resolution for 2026: 👉 Start forecasting your cash flow.

You’ll learn:

Why being “busy” doesn’t mean you’re financially safe

The #1 reason contractors get surprised by payroll and expenses

How a simple cash flow forecast gives you control and clarity

A basic, no-fluff cash flow template any contractor can use

No complicated software. No accounting background required. Just visibility into what’s coming in, what’s going out, and what you’ll actually have in the bank.

📥 Free Download

Download the Cash Flow Forecasting Template for Contractors here: 👉 https://accountingsolutionsllp.com/cash-flow-forecasting-tool/

👷 Who This Is For

General contractors

Subcontractors

Construction business owners tired of cash flow stress

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 64 - When to Toss Tax Records

Show Notes

Show Notes: How Long Contractors Need to Keep Tax Records (IRS Rules Explained)

As a construction contractor, paperwork piles up fast—receipts, invoices, bank statements, equipment records, and old tax returns. Every new year brings the same question:

How long do I really need to keep tax records?

In this episode, we break down IRS record-retention rules and translate them into real-world guidance specifically for construction contractors, who face higher audit risk than most taxpayers.

Key Topics Covered

📌 The IRS 3-Year Rule

The IRS generally has 3 years to audit a tax return

This is the minimum amount of time records should be kept

📌 When 3 Years Becomes 6

The audit window extends to 6 years if gross income is understated by more than 25%

Common contractor risks include:

Missed deposits

Incorrect handling of retainage

Unreported 1099 income

📌 Fraud Has No Time Limit

If fraud is alleged, the IRS can audit indefinitely

Clean, well-organized records are your first line of defense

What Contractors Should Keep (and How Long)

🧾 Supporting Documents (Keep 3–6 Years)

Receipts and invoices

Bank and credit card statements

Mileage logs

Subcontractor payments

Job cost reports

🏗 Real Estate & Business Property

Shops, yards, warehouses, rentals, or business-use homes

Keep records until 3 years after the property is sold

Improvement records increase tax basis and reduce taxable gain

❌ Bad Debts & Unpaid Jobs

Unpaid contracts may be deductible

Records should be kept up to 7 years

Includes invoices, contracts, and collection attempts

🚜 Equipment & Large Assets

Trucks, trailers, heavy equipment, and major tools

Keep purchase, depreciation, and sale records

Retain documents while owned + 3 years after sale

📈 Investments & Securities

Stocks, bonds, and reinvested dividends

Keep records for the ownership period plus 3 years

🏦 IRAs & Retirement Accounts

Contributions, rollovers, RMDs, and inherited IRAs

Keep records until the account is emptied + 3 years

Contractor Rule of Thumb

Tax returns & support: 6 years

Property & equipment: Until sold + 3 years

Bad debts: Up to 7 years

Retirement accounts: Until emptied + 3 years

Digital copies are acceptable—as long as they’re readable and accessible.

Final Takeaway

For contractors, shredding records too early can cost real money. Storage is cheap. IRS disputes are not.

When in doubt:

Keep records a little longer

Or check with your CPA before tossing anything

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 63 - 1031 Exchanges

Show Notes

1031 Exchanges Explained for Contractors & Builders

Are you a contractor, builder, or construction professional investing in real estate? This episode breaks down 1031 exchanges in plain English — with a construction-first perspective most CPAs never explain.

Learn how contractors use 1031 exchanges to defer capital gains taxes, reinvest profits, and scale real estate portfolios faster using their construction expertise.

🎯 What You’ll Learn in This Episode

What a 1031 exchange actually is (and what it’s not)

How contractors can defer capital gains & depreciation recapture

Which properties qualify for a 1031 exchange

The 45-day identification rule and 180-day purchase window

What “like-kind” really means (hint: it’s broader than you think)

Why contractors have a huge advantage using 1031s

How construction & improvement exchanges work

Common mistakes that kill 1031 exchanges

How long-term investors use 1031s to pass property tax-efficiently

🏗️ Why 1031 Exchanges Are Powerful for Contractors

Contractors have unique advantages when it comes to real estate investing:

Ability to add value at a lower cost

Access to fixers, land, and development deals

Knowledge of permits, timelines, and construction risk

Opportunity to use build-to-suit and improvement exchanges

Ability to scale without giving profits back to the IRS

If you build, renovate, or manage real estate as part of your business, this strategy can dramatically change your after-tax returns.

⚠️ Common 1031 Mistakes to Avoid

Selling property before setting up the exchange

Touching the sale proceeds (even briefly)

Missing the 45-day or 180-day deadlines

Mixing personal-use property with investment intent

Not planning construction timelines properly

Using professionals who don’t understand construction or real estate

📋 Key Takeaways

A 1031 exchange defers, not eliminates, taxes

Contractors can often force appreciation better than passive investors

Improvement and construction exchanges add powerful flexibility

Planning before the sale is critical

Long-term 1031 strategies can eliminate capital gains at death through step-up in basis

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 62 - Builders: 7 Months Left to Claim a $5,000 Tax Credit

Show Notes

If you’re a home builder, real estate developer, or manufactured home producer, there’s a powerful federal tax credit you need to know about—and the clock is ticking.

In this video, we break down the Energy Efficient Home Builder Credit (IRC §45L), a federal tax credit worth up to $5,000 per home or apartment unit. Due to a recent law change, this credit expires for homes acquired after June 30, 2026. Miss that deadline, and the credit is gone.

This episode covers who qualifies, how much the credit is worth, certification requirements, and the biggest mistakes builders make that cost them real money.

💰 Credit Amounts at a Glance

Single-Family & Manufactured Homes

Energy Star certified: $2,500

Energy Star + Zero Energy Ready Home (ZERH): $5,000

Multifamily Buildings (per unit)

Energy Star: $500

Energy Star + prevailing wage: $2,500

ZERH: $1,000

ZERH + prevailing wage: $5,000

⚠️ Key Deadline (Very Important)

To qualify, each home must be sold or leased to an individual for use as a residence by June 30, 2026. Homes that are merely under construction or held by the builder do not qualify.

📋 What You Need to Claim the Credit

Energy Star and/or ZERH certification

Proof you owned the home during construction

Records showing the home was acquired during the tax year

Buyer or tenant information

Prevailing wage documentation (if applicable)

🧾 How the Credit Is Claimed

Builders/producers file IRS Form 8908

Partnerships & S-corps pass the credit through on Schedule K-1

Individuals claim it via IRS Form 3800

Credit is part of the General Business Credit

Basis in the home is reduced by the amount of the credit

🧠 Final Thoughts

This is one of the most valuable—but time-sensitive—tax credits available to builders today. With up to $5,000 per unit on the line, proper planning, certification, and timing are critical.

If you’re building, developing, or producing homes in 2025–2026, this is something you should be reviewing now, not at tax filing time.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 61 - Tax-Free Wealth Planning for Construction Business Owners

Show Notes

How Construction Contractors Can Grow Investments 100% Tax-Free (Legally)

Most construction contractors focus on winning jobs and managing crews—but very few are shown how to protect and grow their wealth tax-free once the money is made.

In this episode, we break down how Roth-based strategies can be used by construction business owners to grow investments without ever paying taxes on the gains, including strategies that can involve real estate and private business ownership when structured correctly.

This is not about loopholes or risky tax games. It’s about understanding how the tax code already works—and using it intentionally.

🔑 What You’ll Learn

Why contractors are uniquely positioned to use advanced tax strategies

The difference between tax-deferred and truly tax-free growth

Common mistakes contractors make with retirement and investment planning

How Roth structures work beyond traditional stocks and mutual funds

What a self-directed Roth is and why it matters for business owners

How real estate investments can grow tax-free inside a Roth when properly structured

How ownership interests in private businesses may be held in Roth plans at early stages

Why future appreciation is often more important than current income

Key rules that must be followed to stay compliant with IRS regulations

Who these strategies are best suited for—and who should wait

🏗️ Who This Episode Is For

Construction company owners

General contractors and subcontractors

Real estate-focused contractors

High-earning trades business owners

Contractors investing in side businesses or private deals

⚠️ Important Disclaimer

This episode is for educational purposes only and does not constitute tax, legal, or investment advice. These strategies require proper structuring, accurate valuation, and professional guidance to avoid compliance issues.

💡 Key Takeaway

Contractors don’t lose wealth because they don’t earn enough—they lose it because they don’t protect their growth. When appreciating assets are placed inside properly structured tax-free vehicles, the IRS stops participating in your upside.

🔗 Connect with Us

📧 info@accountingsolutionsllp.com

📅 https://accountingsolutionsllp.com/appointment/

Episode 60 - The IRS Travel Expense Shortcut Every Construction Contractor Should Know

Show Notes

Construction contractors spend a lot of time on the road — and tracking travel expenses can quickly turn into a paperwork nightmare. In this video, we break down an IRS-approved tax shortcut that can significantly reduce recordkeeping while staying fully compliant: per diem travel reimbursements.

If your company sends crews, supervisors, or project managers out of town, this is a strategy you need to understand.

🚧 What Is Per Diem?

Per diem is a daily allowance that employers can use to reimburse employees for business travel expenses instead of tracking every receipt. When implemented correctly, per diem reimbursements are:

Tax-free to employees

Fully deductible for the business

Easier to manage than traditional expense reports

Per diem can cover lodging, meals, and incidental expenses depending on how it’s structured.

🏗️ Why Per Diem Works So Well for Construction Companies

Per diem is especially useful in the construction industry because:

Crews frequently travel to out-of-town job sites

Projects often last multiple days or weeks

Employees don’t want to save meal receipts

Owners want predictable, defensible deductions

This approach simplifies travel reimbursements while remaining compliant with IRS rules.

📋 IRS & GSA Per Diem Rates for FY 2026

The IRS allows employers to rely on per diem rates published by the Government Services Administration (GSA). For the federal government’s 2026 fiscal year (October 1, 2025 through September 30, 2026), the per diem rates remain unchanged from the prior year.

Combined Per Diem Rates:

High-cost areas: $319 per day

Low-cost areas: $225 per day

These rates include lodging, meals, and incidental expenses.

🌆 High-Cost vs. Low-Cost Areas

The GSA designates certain cities and regions as high-cost areas each year. Any location not specifically listed is treated as a low-cost area.

Newly Added High-Cost Areas for FY 2026:

Burlington, VT

Boise, ID

Los Angeles, CA

Mammoth Lakes, CA

Areas Removed from High-Cost Status:

Carlsbad, NM

Cody, WY

Great Lake, CO

Lincoln City, OR

Mill Valley / San Rafael / Novato, CA

Missoula, MT

Myrtle Beach, SC

Oakland, CA

Pensacola, FL

Punta Gorda, FL

San Mateo / Foster City / Belmont, CA

Contractors sending crews to these locations should review reimbursement rates to ensure they match current IRS guidance.

⚠️ Important Limitation for Self-Employed Contractors

Self-employed individuals cannot use the combined per diem rates for their own travel expenses. This limitation applies to:

Sole proprietors

Single-member LLCs taxed as disregarded entities

Partners deducting expenses on personal returns

Per diem is primarily an employer-based strategy for reimbursing employees.

❌ Common Per Diem Mistakes Contractors Make

Paying per diem when there is no overnight travel

Using the wrong location to determine the rate

Mixing per diem and receipt-based reimbursements incorrectly

Operating without a written accountable reimbursement plan

Mistakes in these areas can cause per diem payments to become taxable wages.

✅ Final Takeaway

Per diem is one of the most underutilized tax strategies in the construction industry. When implemented properly, it reduces administrative burden, improves compliance, and provides a clean, IRS-approved way to handle travel expenses.

If your company has traveling crews and you’re still buried in receipts, it may be time to consider per diem — but it needs to be set up correctly.

🔗 Connect with Us

🌐 accountingsolutionsllp.com

💼 LinkedIn: https://www.linkedin.com/in/george-ghazarian-asllp/

Book a Strategy Call: https://accountingsolutionsllp.com/appointment/

Episode 59 - Donating Labor or Materials? Why Contractors Lose These Deductions

Show Notes

Episode Show Notes

Donating Labor or Materials? Why Contractors Lose These Deductions

It’s the holiday season, which means generosity is high—and tax mistakes are even higher. Every year, contractors donate labor, materials, tools, and money believing they’ll receive a tax deduction, only to find out later that the IRS disallowed it.

In this episode, George Ghazarian, CPA breaks down the charitable giving rules contractors get wrong most often, and explains why many well-intentioned donations result in zero tax benefit.

This is a must-watch if you’ve ever donated your time, materials, or money and assumed it would automatically reduce your taxes.

What You’ll Learn in This Episode

Donating Time vs. Money

Why donating your labor, professional services, or time—no matter how valuable—does not create a tax deduction. The IRS draws a hard line between generosity and deductible expenses, even for contractors and licensed professionals.

The Limited Exception for Out-of-Pocket Costs

When mileage, supplies, and direct expenses related to charitable work may be deductible—and where most people still get it wrong.

Why the IRS Treats Donations Differently

How cash, property, and other assets are treated under completely different tax rules, and why assuming “a donation is a donation” leads to denied deductions.

Non-Cash Donations and Audit Risk

Why donated tools, equipment, vehicles, clothing, and materials are major audit triggers. What the IRS actually requires for substantiation, including written acknowledgments, fair market value rules, Form 8283, and qualified appraisals.

Appreciated Assets vs. Cash

One of the most powerful—and underused—charitable strategies: donating appreciated assets instead of cash. Learn how this can increase your deduction while avoiding capital gains tax.

Why GoFundMe Usually Doesn’t Count

Why most GoFundMe contributions are not tax-deductible, even though they feel charitable. How to identify when a donation qualifies—and when it doesn’t.

Documentation Rules the IRS Enforces Strictly

Why “no receipt” means “no deduction,” even if the donation was legitimate. What counts as proper documentation and when written acknowledgments are mandatory.

Key Takeaways for Contractors

  • Donated labor = $0 tax deduction
  • Good intentions do not override IRS rules
  • Non-cash donations require strict documentation
  • Most GoFundMe donations are personal, not deductible
  • Appreciated assets can be far more tax-efficient than cash
  • Substantiation matters more than generosity

The IRS doesn’t care how charitable you felt.
They care how charitable you can prove.

🔗 Connect with Us

Episode 58 - Business Meals for Contractors: What's 100% vs 50% Deductible

Show Notes

If you’re a construction contractor, builder, GC, or trades business owner, understanding how meal deductions work can save you thousands in taxes — or keep you out of trouble during an IRS audit.

In this video, CPA George Ghazarian breaks down:

  • When business meals are only 50% deductible
  • When meals can be 100% deductible
  • The common mistakes contractors make that cause deductions to get disallowed

If you’ve ever heard, “My buddy writes off every lunch,” this video explains why that thinking is risky — and often wrong.

🍽️ The Big Picture Rule

The IRS default rule is simple:
👉 Business meals are 50% deductible

That’s the starting point unless a specific exception applies. Many contractors hear about a 100% exception and assume it applies to all meals. It doesn’t.

Every meal falls into one of two categories:

  • 50% deductible meals (most situations)
  • 100% deductible meals (specific, documented exceptions)

🍔 50% DEDUCTIBLE MEALS (Most Common)

Lunch While Working (Including Jobsites)

Even when you’re working all day, meals are usually only 50% deductible.

Examples include:

  • Lunch between jobsites
  • Fast food during long workdays
  • Gas station meals
  • Sit-down lunches while discussing projects

The IRS position is that you’d still need to eat even if you weren’t working — so only half the cost is deductible.

Meals With Clients or Vendors

Meals with clients, developers, architects, engineers, or suppliers are typically 50% deductible.

To qualify:

  • You (or an employee) must be present
  • The meal must be business-related
  • It can’t be lavish or extravagant

Examples:

  • Lunch with a property owner to discuss change orders
  • Dinner with a developer to pursue a new project

Still only 50%.

Meals While Traveling Overnight

Even when you’re traveling for work, meals are not fully deductible.

This includes:

  • Hotel meals
  • Airport food
  • Meals while attending conferences or training
  • Per diem meals

Travel makes the expense business-related, but the deduction is still limited to 50%.

Grubhub, DoorDash, and Food Delivery

Ordering food doesn’t change the tax rule.

Meals delivered to:

  • The office
  • The jobsite
  • A business meeting

Are still only 50% deductible, unless they meet a specific 100% exception.

🍕 100% DEDUCTIBLE MEALS (The Exceptions)

Meals for Employees — Convenience of the Employer

This is one of the biggest opportunities for contractors.

Meals can be 100% deductible when they are:

  • Provided to employees
  • On a jobsite or business location
  • For a legitimate business reason

Examples:

  • Feeding crews so they don’t leave a remote jobsite
  • Lunch during mandatory safety meetings
  • Meals during overtime pushes or shutdowns
  • Extended workdays where leaving would hurt productivity

The key phrase is “for the convenience of the employer.”
If the reason is “I need my crew here and working,” you’re in good shape.
If the reason is “we felt like ordering pizza,” that’s much weaker.

Meals Included in Employee Wages

If you provide meals and include the value of those meals in employee wages (W-2), the business can deduct 100% of the cost.

Most contractors don’t use this strategy, but it can work if structured correctly.

Company-Wide Events

Certain company events are fully deductible when they are primarily for employees.

Examples include:

  • Holiday parties
  • Company picnics
  • Safety celebrations
  • Team appreciation events

To qualify:

  • The event must be primarily for employees
  • Not just owners or management
  • Not lavish

A holiday party for the whole crew is 100% deductible.
A steak dinner for just the owners is not.

Meals Provided During Training or Safety Programs

Meals provided during required business activities are often fully deductible.

Examples:

  • OSHA training
  • Mandatory safety meetings
  • Required certifications
  • Job briefings

Because the primary purpose is business — not eating — these meals typically qualify for 100% deductibility.

Meals Provided to the Public

Less common, but still important.

Meals can be 100% deductible when they are:

  • Provided to the general public
  • Marketing-related
  • Not limited to owners or employees

Examples:

  • Food at open houses
  • Client appreciation BBQs open to the public
  • Trade show food included in booth costs

❌ What Does NOT Qualify for 100%

  • “I worked through lunch”
  • “I ate at the jobsite”
  • “It was business-related”
  • “My bookkeeper said it’s fine”

Also:

  • Owner-only meals are almost never 100% deductible
  • Meals for family members who aren’t employees are not deductible

🧾 Documentation: Where Audits Are Won or Lost

If you want meal deductions to hold up in an audit, documentation is critical.

At minimum, keep:

  • The receipt
  • Date
  • Amount
  • Who attended
  • Business purpose

For 100% deductible meals, write down the reason:

  • “Mandatory safety meeting”
  • “Overtime jobsite – remote location”
  • “Required training”

If you can’t explain why the meal qualifies, the IRS will default it to 50% — or disallow it entirely.

✅ Final Takeaways

  • Most business meals are 50% deductible
  • Some meals are 100% deductible, but only when structured correctly
  • Contractors have more 100% opportunities than most businesses
  • Guessing is how deductions get denied

If you’re unsure how your meals are being coded or want to maximize deductions without crossing IRS lines, that’s exactly what we help contractors do.

👉 Like, subscribe, and drop a comment if this helped — and we’ll see you in the next video.

🔗 Connect with Us

Episode 57 - Holiday Parties & Meals: What Contractors Can and Can't Write Off

Show Notes

Holiday Parties, Meals, and Gifts: What’s Deductible and What Gets You in Trouble

Every holiday season, business owners ask the same questions:
Can I deduct the holiday party? What about taking my crew out to dinner? Is alcohol deductible? What if clients are there?

In this episode, we break down exactly what the IRS allows, what’s limited, and what can get you into trouble when it comes to holiday spending — especially for contractors and small business owners.

Key Takeaways

  • Most business meals are only 50% deductible
  • Certain employee events can be 100% deductible
  • Who attends, why the event exists, and how it’s documented all matter

Holiday Parties for Employees

Employee holiday parties can be 100% deductible, including:

  • Food and catering
  • Alcohol and drinks
  • Venue rental
  • Entertainment
  • Decorations
  • Tips and service charges

To qualify, the event must:

  • Be primarily for employees (not just owners or management)
  • Not be lavish or extravagant
  • Be an occasional event (such as an annual holiday party)

What If Clients Attend?

  • Employee-related costs may still be 100% deductible
  • Client-related costs are generally only 50% deductible
  • If clients are a meaningful part of the event, costs should be allocated
  • If the party is clearly employee-focused and clients are incidental, full deductibility is usually allowed

Employee Meals vs. Holiday Parties

Regular employee meals (jobsite lunches, long workdays, weekly meals):

  • Generally 50% deductible
  • Not considered holiday parties, even if morale-related

Occasional employee events (holiday party, company picnic, annual BBQ):

  • 100% deductible
  • Must be infrequent and for employee morale

Client Meals and Entertainment

Client meals:

  • 50% deductible
  • Must have a clear business purpose
  • You or an employee must be present
  • Proper documentation is required

Entertainment expenses are not deductible, including:

  • Sporting events
  • Concerts
  • Golf outings
  • Hunting trips

If food is separately stated on the receipt, the food portion may still be 50% deductible — but the entertainment portion is not.

Alcohol Deductibility

Alcohol follows the same rule as the meal or event:

  • Employee holiday party alcohol → 100% means deductible
  • Client meal alcohol → 50% deductible
  • Entertainment-related alcohol → Not deductible

Alcohol itself isn’t the issue — classification is.

Gifts

Client gifts:

  • Deductible up to $25 per person per year
  • Alcohol counts as a gift
  • Any amount over $25 is not deductible

Employee gifts:

  • Cash or gift cards are treated as taxable wages
  • Non-cash gifts may still be taxable depending on value
  • Bonuses and parties are often cleaner options than gifts

Common Holiday Deduction Mistakes

  • Calling client dinners “holiday parties”
  • Deducting entertainment as meals
  • Writing off owner-only or executive-only events
  • Missing receipts or business purpose
  • Mixing personal and business holiday spending

If you hear “everyone does it,” that’s usually a red flag.

Final Thoughts

Holiday spending can absolutely be deductible — if it’s done correctly.

Remember:

  • Employee holiday parties = 100% deductible
  • Most meals = 50% deductible
  • Entertainment = not deductible
  • Documentation matters

A little planning before the holidays can save real money and avoid IRS headaches later.

🔗 Connect with Us

Episode 56 - How Contractors Should Pay Themselves in an S Corp

Show Notes

The IRS Rule That Costs Contractors Six Figures

If you’re a contractor running an S-Corp and paying yourself a low salary, this episode breaks down one of the most misunderstood — and most audited — IRS rules: reasonable compensation.

Underpaying yourself is the #1 reason S-Corps get audited, and many contractors don’t realize how exposed they are until it’s too late. In this episode, we explain what the IRS actually looks for, why common advice fails, and how to set your salary correctly without overpaying taxes or triggering an audit.

What You’ll Learn

  • What “reasonable compensation” really means (and what it doesn’t)
  • Why the IRS pays so much attention to S-Corp owner salaries
  • The three biggest mistakes contractors make with S-Corp payroll
  • How the IRS evaluates reasonable compensation in real audits
  • The role your job duties, hours, profits, and location play
  • A realistic contractor example that shows what works — and what doesn’t
  • How to properly set and document your salary for audit protection
  • What happens if the IRS decides you got it wrong
  • How to balance tax savings with long-term risk

Key Takeaways

  • Reasonable compensation is not the lowest salary you can get away with
  • Copying another contractor’s salary is not a strategy
  • Static salaries year after year are a red flag
  • Payroll software does not protect you in an audit
  • High profits with low salary dramatically increase audit risk
  • Documentation and market data are your best defense

Who This Is For

  • Contractors making six figures or more
  • S-Corp owners paying themselves via salary + distributions
  • Business owners who want to save on taxes without crossing IRS lines

What to Watch Next

If this episode applies to you, watch “How Contractors Should Structure Their Business (Start Here)” next. Reasonable compensation only works when your business structure is set up correctly. That episode covers:

  • When S-Corps make sense — and when they don’t
  • When they save the most money
  • The mistakes that undo the tax benefits

Subscribe

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Subscribe for:

  • One contractor tax strategy per week
  • Clear explanations
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Episode 55 - 3 Last-Minute Tax Moves Contractors Can Still Use for 2025

Show Notes

End-of-Year Tax Moves Business Owners Miss (Because They Start Too Late)

Overview

If you’re thinking about tax planning for the first time in December, you’re already behind. That doesn’t mean nothing can be done—but it does mean your options are fewer, more expensive, and sometimes completely unavailable. This episode breaks down what can still work late in the year, what usually can’t, and why proactive planning consistently leads to dramatically better tax outcomes.

The Real-World Case Study

  • High-income business owner
  • Strong year financially
  • Owner and spouse in a high tax bracket
  • Came in during late Q4 asking to reduce taxes before year-end

Some strategies were still viable. Others were already off the table—despite being popular online.

Tax Strategies That Can Still Work Late in the Year

The Augusta Rule

  • Rent your personal residence to your business for up to 14 days per year
  • Typically $1,000–$1,500 per day at market rates
  • Business gets a deduction
  • No personal income reported
  • Must be properly documented and tied to legitimate business activity
  • Works late in the year because it’s event-based (meetings, planning sessions)

Cost Segregation (Limited Cases)

  • Can accelerate depreciation on business-use property
  • May unlock bonus depreciation and large current-year deductions
  • Requires a third-party study and coordination
  • Possible late in the year, but difficult and risky to rush
  • Best done proactively, not as a December scramble

SEP IRA (Situational)

  • One of the few retirement strategies that may still work after year-end
  • Payroll must already be correct
  • Compensation must be reasonable
  • Cash flow must support the contribution
  • Works best when planned in advance, not improvised

Strategies That Are Usually Too Late by December

Accountable Plans

  • Used to reimburse owners for home office, internet, phone, mileage, and other expenses
  • Subject to the 60-day reimbursement rule
  • Expenses must be incurred, submitted, and reimbursed on time
  • Late-year attempts to reimburse earlier expenses often fail
  • Plan setup now usually benefits next year, not the current one

Payroll Restructuring

  • Adding a spouse to payroll
  • Changing owner salary
  • Altering compensation structure
  • Impacts payroll taxes, retirement planning, compliance, and reasonable compensation
  • These are planning decisions—not last-minute fixes

The 60-Day Reimbursement Trap

  • The IRS focuses on timing, not intent
  • Expenses must be properly incurred, documented, and reimbursed
  • Miss the window and the deduction may be lost
  • Poor year-end execution can turn strategies into non-deductible transfers

Why Quarterly Tax Planning Wins Every Time

Business owners who save the most in taxes aren’t more aggressive or risk-tolerant—they’re earlier.

Quarterly planning allows you to:

  • Implement strategies at the right time
  • Stack multiple tax-saving moves effectively
  • Avoid compliance issues
  • Smooth cash flow and estimated tax payments

In this case, quarterly planning enabled:

  • Immediate use of the Augusta Rule
  • Timely cost segregation
  • Accountable plan setup for the next year
  • Mileage tracking starting January
  • Scheduled quarterly planning meetings

Final Takeaway

If your tax strategy is “Let’s see how bad it is in December,” you will almost always overpay. Some tax strategies are flexible—many are not. The difference between saving $20,000 and $120,000 is usually timing, not complexity.

For better outcomes:

  • Start planning earlier
  • Work with a CPA who plans, not just files

If this episode helped, subscribe for more real-world tax strategies business owners actually use—without the fluff.

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Episode 54 - Income Splitting for Contractors: Legit Tax Strategy or IRS Trap?

Show Notes

How to Set Up an LLC or Corporation for a Family Member

Legit Tax Strategy or IRS Trap?

In this episode, George Ghazarian, CPA for contractors, breaks down one of the most misunderstood tax strategies out there: income splitting using family members. You’ll learn when this strategy is legitimate, when it crosses the line, and how to avoid common IRS traps that get contractors audited.

What This Episode Covers

The Truth About Income Splitting

Social media makes income splitting sound easy—just put everything in your spouse’s name or pay your kids. In reality, that kind of thinking is exactly how contractors end up in front of an IRS auditor. Income splitting can be legitimate, but only when it’s structured properly and supported by real business activity.

Why Contractors Are Interested in This Strategy

Most contractors start asking about family entities and income splitting because:

  • Their tax bill keeps growing as profits increase
  • They’ve heard others claim it’s an easy way to lower taxes
  • A friend or influencer told them to “just move income to a lower bracket”

The problem is that the IRS doesn’t care about intentions—it cares about facts, documentation, and who actually earned the income.

What Income Splitting Really Is (and What It’s Not)

Income splitting is not:

  • Hiding money
  • Paying family members for work they didn’t do
  • Paying kids inflated wages for minimal involvement

Income splitting is:

  • Paying fair wages for real, documented work
  • Structuring separate businesses owned by family members
  • Shifting income only where ownership, labor, or risk truly exists

The IRS focuses on two questions:

  • Who earned the income?
  • Did the family member actually contribute value?

Scenario 1: A Family Member-Owned LLC or Corporation

One common strategy is having a spouse or family member own a separate LLC that provides legitimate services to your construction company.

Examples of valid services include:

  • Office management and payroll
  • Marketing, estimating, or bookkeeping
  • Equipment leasing or property management

To be respected by the IRS, the family-owned entity must:

  • Have its own EIN and bank account
  • Operate under a written service agreement
  • Charge market-rate fees
  • Function as a real business, not a shell

If the family member is actually doing the work and the pricing is reasonable, this structure can be legitimate.

Scenario 2: Paying Family Members for Real Work

Another approach is hiring family members directly as employees.

Examples include:

  • Hiring a teenage child for job site labor
  • Paying family members for admin or operational roles

Key tax rules to know:

  • Sole proprietors can avoid FICA taxes on wages paid to children under 18
  • Corporations must pay payroll taxes on family-member wages
  • Wages must be reasonable and tied to actual work performed

This can create tax savings, but only if payroll is handled correctly.

IRS Red Flags to Avoid 🚩

Certain mistakes almost guarantee IRS scrutiny, including:

  • No written contracts between related entities
  • Family businesses that only serve one client
  • Overpaying for services compared to market rates
  • Shared bank accounts or addresses between entities
  • Paying family members who perform no real work

If it looks like a sham, the IRS will treat it like one.

When Income Splitting Actually Makes Sense

This strategy works best when:

  • Your business is consistently profitable
  • Family members bring real skills to the table
  • The family entity takes on real business risk
  • You’re planning long-term, not chasing a quick tax break

Done correctly, income splitting can support asset protection, retirement planning, and overall tax efficiency.

Pros and Cons of Using Family Entities

Pros

  • Potential tax savings by shifting income to lower brackets
  • Better asset protection between entities
  • Expanded retirement planning opportunities
  • Improved risk management

Cons

  • Higher audit risk if structured improperly
  • Increased complexity and compliance requirements
  • Legal and accounting costs
  • Often not worth it for low-profit businesses

Final Takeaway

Family-owned LLCs and income splitting can be powerful tax tools—but only when they’re real, documented, and defensible. Shortcut strategies pushed online are exactly what the IRS looks for during audits.

If you’re a construction contractor considering this strategy, getting it set up correctly from the start is critical.

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Episode 53 - Contractors: How to Pay Yourself Without Triggering IRS Problems

Show Notes

In this episode, we break down one of the most common (and misunderstood) questions contractors ask:
“Can I move money between my business and personal accounts — and what happens if I put it back?”

The answer depends heavily on your business structure, and getting it wrong can lead to tax problems, bookkeeping messes, payroll issues, and even audits. This episode explains how to do it the right way, in plain English.

What You’ll Learn

How Business Structure Affects Paying Yourself

Not all businesses are treated the same by the IRS. We cover how money should move if you’re operating as:

  • A sole proprietor or single-member LLC
  • A partnership
  • An S-Corp or C-Corp

You’ll learn why owner draws work for some structures — and why S-Corp owners often get into trouble here.

Owner Draws vs Payroll vs Distributions

We explain:

  • What an owner’s draw really is (and what it’s not)
  • Why S-Corp owners must be on reasonable payroll first
  • How distributions work after payroll
  • Why skipping payroll is a major IRS red flag

Is It Okay to Transfer Money From Business to Personal?

Yes — but only if it’s done correctly.
We discuss:

  • Why your business account isn’t a personal piggy bank
  • The importance of documentation
  • How sloppy transfers create tax and audit risk
  • Why your business and personal finances need a “clean financial divorce”

What Happens When You Put Money Back Into the Business

Putting money into your business is not random — it’s one of two things:

  • A capital contribution (adding equity), or
  • A loan to the business (which requires documentation)

We explain how to choose the right option and why pretending transfers never happened causes serious bookkeeping problems.

Real Contractor Example

A practical walkthrough showing how the same transfers are treated differently for:

  • An LLC contractor
  • An S-Corp contractor

This example highlights why classification and consistency matter to the IRS.

The Risks of Mixing Business and Personal Funds

We cover the real dangers of sloppy money movement, including:

  • Commingling funds
  • Losing liability protection
  • Payroll tax exposure
  • Messy books and CPA guesswork
  • Increased audit risk

The Clean System for Moving Money

You’ll walk away with clear rules, including:

  • Why separate bank accounts are non-negotiable
  • How to properly label every transfer
  • Why consistent pay schedules matter
  • When loans must be documented in writing

Bottom Line

You can move money from your business to personal — and you can put money back in.
But if you don’t classify it correctly, you risk taxes, audits, legal exposure, and a business that looks sloppy instead of legitimate.

Keeping this clean is one of the easiest ways to protect your money and your business.

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Episode 52 - High-Income Contractors: This Deduction Still Works (PTET Part II)

Show Notes

The SALT deduction rules just changed — and if you’re a California contractor with an S-Corp or partnership, this update directly impacts how much federal tax you’re paying.

In this video, CPA George Ghazarian breaks down:

  • The new $40,000 SALT deduction limit under the OBBBA
  • How it compares to the California Pass-Through Entity Tax (PTET)
  • When PTET still makes sense (and when it doesn’t)
  • Real contractor examples with actual dollar savings

This is a must-watch if you’re paying more than $40,000 per year in California state taxes.

What Changed With the SALT Deduction?

Under the 2017 Tax Cuts and Jobs Act, individuals could only deduct $10,000 of state and local taxes — no matter how much they actually paid.

The new OBBBA legislation increases that limit to:

  • $40,000 for joint filers
  • $20,000 for single filers

That’s a meaningful improvement — but many profitable California contractors still pay far more than $40,000 in state taxes each year.

What PTET Does (And Why It Still Matters)

The California Pass-Through Entity Tax (PTET) allows S-Corps and partnerships to pay state income tax at the entity level.

Why that matters:

  • Entity-level taxes are fully deductible for federal purposes
  • There is no SALT cap at the business level
  • The owner receives a dollar-for-dollar credit on their personal CA return

PTET effectively converts nondeductible personal taxes into a fully deductible business expense.

PTET vs. the New $40,000 SALT Limit

Key takeaway:

The $40,000 SALT limit helps — but it does NOT replace PTET for most California contractors.

Examples discussed in the video:

  • Contractors paying $60,000+ in CA tax still lose deductions without PTET
  • At higher income levels, PTET can save $7,000–$28,000+ per year in federal taxes
  • Lower-income years may justify skipping PTET

This is now a strategy decision, not a blanket rule.

Real Contractor Case Study

An S-Corp construction company earning $850,000:

  • CA tax: ~$79,000
  • Without PTET: only $40,000 deductible
  • With PTET: full $79,000 deductible
  • Result: $13,650 in federal tax savings, even with the new SALT cap
  1. State Income Taxes

Included

This is the biggest category for most people.

Includes:

  • State income tax withheld from W-2 wages
  • State income tax paid with quarterly estimates
  • State income tax paid with your return
  • Additional state tax paid after audit or notice
  • Pass-through income tax paid personally (if not PTET)

👉 For CA contractors, this is usually the largest SALT item.

  1. Local / City / County Income Taxes

Included (if applicable)

Examples:

  • NYC local income tax
  • Other municipal income taxes (not common in CA)
  1. Real Estate (Property) Taxes

Included

Includes:

  • Property taxes on your primary residence
  • Property taxes on rental properties
  • Property taxes on vacation homes
  • Supplemental property tax bills

⚠️ Important distinction:

  • Personal-use property taxes → SALT deduction (subject to cap)
  • Rental / business property taxesNOT SALT (fully deductible as a business expense, unlimited)
  1. Personal Property Taxes (If Based on Value)

Included

Must be:

  • Based on the value of the property
  • Charged on a yearly basis

Examples:

  • Vehicle registration fees based on value (the value-based portion only)

 

California PTET Rules You Must Follow

PTET is powerful — but strict deadlines apply:

  • June 15 payment is mandatory (miss it and PTET is gone for the year)
  • Final payment due March 15 of the following year
  • PTET is elected annually, not permanently
  • Credit flows automatically to your personal CA return

Missing deadlines is the #1 mistake contractors make.

When PTET Might Not Make Sense

PTET may not be ideal if:

  • Your CA tax liability is below the SALT limit
  • Your business has a loss
  • Cash flow is tight
  • You’re planning a sale or restructuring

For most profitable contractors, however, PTET is still a major win.

CPA Recommendation for California Contractors

General guidance:

  • CA tax over $40k: PTET is almost always worth it
  • CA tax $20k–$40k: Run the numbers
  • CA tax under $20k: PTET usually unnecessary

Most established contractors fall well above the $40k threshold.

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Episode 51 - Turn Your State Taxes Into a Write-off: PTET for Contractors

Show Notes

If you’re a California contractor operating an S-Corp or partnership, the Pass-Through Entity Tax (PTET) may be one of the most powerful tax strategies available to you. In this episode, we break down exactly how PTET works, who qualifies, and why it can save you thousands in federal taxes each year.

🔥 What Problem PTET Solves

The 2018 Tax Cuts & Jobs Act created the infamous $10,000 SALT deduction cap, limiting how much state and local tax you can deduct on your federal return.
California contractors often pay far more than that — $20k, $50k, even $150k+ — but only get to deduct $10,000.

PTET gives business owners a legal workaround to reclaim those lost deductions.

💡 What PTET Actually Is

PTET allows your S-Corporation or partnership to pay your California income tax at the entity level instead of personally.

Here’s what that does for you:

  • Your business pays a 9.3% PTET tax to the state
  • The business deducts that tax on its federal return
  • Your personal taxable income drops
  • You get a dollar-for-dollar credit on your California return

Result:
Bigger federal deductions. Lower taxable income. More money in your pocket.

Many contractors save $10k–$60k+ per year using PTET.

👷 Who Qualifies (Contractor Edition)

Eligible structures:
✔️ S-Corporations
✔️ Partnerships / LLCs taxed as partnerships

Not eligible:
❌ Sole proprietors
❌ Single-member LLCs taxed as individuals
❌ C-Corps

If you’re still on Schedule C as a contractor, you’re leaving money on the table.

⚙️ How the PTET Election Works in California

California applies strict rules — here’s how to stay compliant:

  1. Make PTET Payments on Time

Two required payments:

  • June 15 – 50% of last year’s PTET or $1,000 minimum
  • March 15 (next year) – Final payment

Miss June? You’re out for the entire year. No exceptions.

  1. Elect PTET on the Entity Tax Return

File Form 100S (S-Corp) or 565 (Partnership) and attach the PTET election.
The election is made annually.

  1. Claim the Credit on Your Personal Return

You’ll receive a full PTET credit on your California Form 540.
The state handles this part smoothly.

📊 Real Contractor Case Study

ABC Construction, Inc – S-Corp

  • Pass-through income: $800,000
  • CA tax (9.3%): $74,400

With PTET:

  • Entity deducts $74,400 federally
  • Lowers taxable income
  • Federal tax savings: $26,000+
  • Owner gets full $74,400 CA tax credit

Without PTET:
Most of that tax becomes nondeductible due to the SALT cap.

⚠️ Common PTET Mistakes to Avoid

  • Missing the June 15 deadline — the #1 deal-breaker
  • Not having enough S-Corp cash (entity must pay it)
  • Ignoring multi-owner issues like basis and distributions
  • Using PTET in a loss year
  • Assuming PTET is only for high-income businesses
    (Benefits often start around $300k in pass-through income)

⛔ When PTET May NOT Be Ideal

PTET isn’t always the answer. You may skip it if:

  • It’s a low-income year
  • Cash flow is tight
  • You plan to convert to a C-Corp
  • You anticipate selling the business soon

For most growing contractors, though, PTET remains a major tax advantage.

📣 Wrap-Up

PTET is one of California’s most powerful—and most overlooked—tax strategies for contractors. If you run an S-Corp or partnership, you might be able to reduce your federal taxable income significantly.

My firm, Accounting Solutions LLP, helps contractors across the state evaluate PTET, plan their payments, and file the election correctly.

If you found this helpful:
👍 Like the video
💬 Drop your questions in the comments
🔔 Subscribe for more contractor-focused tax and financial tips

Thanks for watching — see you in the next episode!

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Episode 50 - When a Contractor's Dog Becomes a Legit Tax Deduction

Show Notes

Can You Deduct Your Pet? What Construction Contractors Need to Know

Can you really deduct your dog or other pet as a business expense? The short answer is usually no — but for construction contractors, there are limited situations where a pet may qualify as a legitimate tax deduction.

In this episode, we break down the real IRS rules, common contractor mistakes, and how to approach pet-related deductions without triggering an audit.

What the IRS Actually Cares About

The IRS does not care whether a pet is loved, loyal, or emotionally supportive. The only thing that matters is whether the animal serves a clear, ordinary, and necessary business purpose.

For contractors, this issue comes up more often than expected due to equipment yards, storage facilities, job-site security concerns, and rural operations.

When a Pet May Qualify as a Business Deduction

Some limited scenarios where contractors may be able to deduct pet-related expenses include:

  • Guard dogs used to protect equipment yards, shops, warehouses, or stored materials
  • Security or predator control for rural or agricultural-related construction operations
  • Advertising or branding use, where a pet is consistently and demonstrably part of the business’s marketing identity

In all cases, the animal’s primary function must be business-related — not personal.

What Pet-Related Expenses May Be Deductible

If a pet legitimately qualifies for business use, certain expenses may be partially deductible, including:

  • Veterinary care related to the animal’s business function
  • Food and maintenance (reasonable amounts only)
  • Specialized training for guarding or security purposes
  • Kennels, fencing, or containment tied to business property
  • A properly allocated portion of insurance or security expenses

Most deductions are partial, not 100%, unless the animal is used exclusively for business purposes.

Common Contractor Mistakes That Trigger IRS Issues

Contractors frequently get into trouble by:

  • Claiming family pets as guard dogs
  • Treating emotional support animals as business expenses
  • Deducting 100% of pet costs despite mixed personal use
  • Lacking documentation to support the business purpose

If a pet lives inside the home, interacts with family, or functions primarily as a companion, it is almost always considered a personal expense.

Home-Based Contractors Face Higher Scrutiny

Contractors operating from home face additional IRS skepticism. To support a pet-related deduction, there must be:

  • A clearly defined business-use area
  • Stored equipment or materials requiring security
  • A legitimate, documented security need

Even then, deductions are typically limited and carefully allocated.

Professional Guidance for Contractors

Pet deductions are generally low-dollar, high-risk strategies. Contractors are usually better served focusing on larger, more defensible tax strategies such as:

  • Equipment depreciation and cost segregation
  • Vehicle and mileage planning
  • Proper home office deductions
  • Retirement contributions and tax-advantaged planning
  • Income structuring and entity optimization

If a pet truly qualifies, the deduction should be handled carefully and documented thoroughly. If not, it’s best to avoid forcing it.

Final Takeaway

Trying to deduct a pet without a legitimate business purpose can quickly lead to problems with the IRS. Smart tax planning for contractors focuses on defensible deductions, not trendy or questionable write-offs.

If you’re unsure what deductions apply to your construction business, professional guidance can help ensure compliance while maximizing tax efficiency.

🔗 Connect with Us


Episode 49 - Crypto Payments in Construction? The IRS Is Watching

Show Notes

The IRS has officially launched Form 1099-DA, a major new reporting requirement for digital asset transactions—including crypto payments, exchanges, and certain real estate deals. This is the most significant change to crypto tax reporting in years, and it directly affects contractors, subcontractors, real estate pros, and anyone using crypto in their business.

This episode breaks down what Form 1099-DA is, why it matters, which transactions get reported, and what contractors must do NOW to stay compliant before the first forms roll out in 2026 for the 2025 tax year.

  • IRS rolls out Form 1099-DA
  • Applies to 2025 tax year; first issued in 2026
  • Impacts anyone using crypto in business: payments, bonuses, investments

Even if you don’t trade crypto, you’re affected if:

  • You accept crypto as payment
  • You invest company profits in crypto
  • Subs use crypto payment processors
  • Real estate deals involve crypto
  • Your customers pay or get paid through crypto platforms

Bottom line: Contractors are now firmly on the IRS’s radar.

Custodial platforms (Coinbase, Binance, BitPay, etc.) must report:

  • Taxpayer info (name, address, TIN)
  • What was sold
  • Units, sale date, gross proceeds
  • Whether sale was for cash, crypto, property, services, etc.
  • Cost basis reporting begins in 2026

This closes long-standing IRS visibility gaps.

Reportable events include:

  1. Selling crypto for cash
  2. Getting paid in crypto for goods/services
  3. Crypto-to-crypto trades
  4. Using crypto to buy real estate (2026 forward)
  5. NFT sales over $600

Not reported in 2025 (for now):

  • Wrapping/unwrapping
  • LP transactions
  • Staking
  • Some lending
  • Short sales
  • Notional principal contracts

Most contractors won’t touch these—but you should know they exist.

  • FIFO becomes the default method
  • Specific ID still allowed—but you must choose LOTS before or at sale
  • Broker must support specific ID for it to count
  • 2025 is a transition year

If you invest in crypto:
📌 This is the year to clean up your tracking.

The IRS no longer lets taxpayers treat crypto holdings as one big bucket.

You must track:

  • Cost basis per wallet
  • Movement of coins between wallets
  • Basis allocation across all wallets before Dec 31, 2025

Two allocation options:

  1. Specific unit allocation (high precision)
  2. Global allocation (spread basis proportionally)

Critical for anyone using multiple exchanges.

Congress killed the IRS’s proposed DeFi reporting rules in 2025.

So:

  • DeFi platforms do NOT issue Form 1099-DA
  • Custodial brokers DO

You should:

  1. Track all crypto payments
  2. Choose your accounting method now (FIFO vs. Specific ID)
  3. Organize wallets and complete basis allocation by 12/31/2025
  4. Use crypto accounting software (not spreadsheets)
  5. Consult your CPA (crypto + business = messy tax situations)

Crypto is no longer the “wild west.”
The IRS is tightening enforcement, and 1099-DA is the new tool.

If you accept crypto, invest in it, or even plan to—get your systems ready now.
For help with:

  • Recordkeeping
  • Basis tracking
  • Accounting method selection
  • Tax planning

👉 Reach out. I’m here to help.

Don’t forget to like, subscribe, and drop questions in the comments—I answer every one.

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Episode 48 - The Most Underrated Tax Deduction for Contractors 179D

Show Notes

If you’re a construction contractor, GC, mechanical contractor, lighting contractor, architect, engineer, or design-build pro, this episode is a must-watch. Section 179D is one of the most powerful—and underused—tax deductions available for commercial construction and government projects.

In this video, I break down how 179D works, who qualifies, how much money is on the table, and exactly how contractors can claim the deduction (even when the building owner can’t).

🔧 What You’ll Learn in This Episode

👉 What Section 179D Actually Is

179D is an energy-efficient commercial building deduction.
If your work helps a building save energy—through lighting, HVAC, or envelope improvements—the IRS may allow YOU, the designer/contractor, to take the deduction when the owner can’t (government + tax-exempt buildings).

Eligible building owners include:

  • Schools & universities
  • Airports
  • Libraries
  • Courthouses
  • Military & municipal buildings
  • Nonprofits & religious institutions

Eligible “designers” include:

  • GCs
  • Design-build firms
  • Mechanical contractors
  • Lighting contractors
  • Architects & engineers
  • Energy consultants

💰 How Big Is the Deduction?

Depending on energy savings + labor rules, the deduction ranges from:

💵 $0.54 to $5.00+ per square foot

Example:

  • A 100,000 sq. ft. school project could generate $54,000 to $500,000+ in tax deductions.

For contractors doing multiple projects per year, this becomes a major tax strategy.

⚡ What Types of Work Qualify?

179D applies to improvements in three core systems:

  1. Interior Lighting Systems

LED retrofits, high-efficiency lighting, controls, daylighting.

  1. HVAC & Hot Water Systems

VRF systems, chillers, heat pumps, efficient ventilation, boilers.

  1. Building Envelope

Insulation, roofing, windows, doors, air sealing.

If your work reduces energy usage, it may qualify.

📄 How to Claim the Deduction (Step-by-Step)

Step 1 — Meet Efficiency Requirements

A licensed third-party engineer calculates energy savings using IRS-approved software.

Step 2 — Get the Allocation Letter

Because the building owner is tax-exempt, they must formally allocate the deduction to you.
This letter must:

  • Be signed by the tax-exempt/government owner
  • Identify you as the “designer”
  • Specify which project elements you’re allocated

No letter = no deduction.

Step 3 — Obtain an Energy Certification

A qualified, independent engineer certifies the results.

Step 4 — Claim on Your Tax Return

Your CPA (that’s me 😄) applies the deduction to your business or personal return.

📈 Recent Changes That Make 179D Even Better

The Inflation Reduction Act expanded 179D by:

✔ Making the deduction permanent
✔ Significantly increasing the dollar amount available
✔ Allowing tax-exempt entities to allocate the deduction to contractors
✔ Enabling deductions to be taken year after year for ongoing improvements

More gov’t + nonprofit projects = more contractor opportunities.

🏗 Real Contractor Examples (Actual Math)

Lighting Contractor — Public School Retrofit

  • 90,000 sq. ft.
  • Meets prevailing wage
    ➡️ $450,000 deduction

Mechanical Contractor — City Hall HVAC Upgrade

  • 50,000 sq. ft.
    ➡️ $150,000 deduction

General Contractor — Nonprofit New Construction

  • 120,000 sq. ft.
  • Lighting + HVAC + envelope
    ➡️ $600,000+ deduction

These offsets can reduce:

  • Corporate tax
  • Personal income tax
  • Capital gains
  • In some cases, AMT

🧰 How Contractors Maximize 179D

  1. Identify qualifying projects early (ask during bid stage)
  2. Meet prevailing wage & apprenticeship rules for higher deduction
  3. Line up your third-party engineer early
  4. Secure the allocation letter BEFORE filing
  5. Work with a CPA who specializes in construction tax incentives

🎬 Closing Thoughts

Section 179D is one of the best, most powerful tax tools available to contractors working on:

  • Government buildings
  • Schools
  • Universities
  • Airports
  • Hospitals
  • Nonprofits
  • Commercial buildings with energy upgrades

If you’re not using it, you’re likely leaving serious money on the table.

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Episode 47 - New 2025 Tax Write-off: For Personal Vehicles?! Here's How it Works.

Show Notes

If you're in the trades and planning to buy a personal vehicle in 2025, there’s a brand-new tax perk inside the One Big Beautiful Bill Act (OBBBA) that could save you up to $10,000 in deductible interest per year — even if you take the standard deduction.

This episode breaks down who qualifies, how it works, what vehicles count, income limits, how much you could realistically save, and who shouldn’t rely on it.

📌 Key Topics Covered

  1. Introduction
  • New 2025 tax break affecting personal vehicle purchases.
  • Not for work trucks or business vehicles.
  • Could mean thousands in annual savings for contractors.
  1. What Is This New Tax Perk?
  • Part of the One Big Beautiful Bill Act (OBBBA) starting in 2025.
  • Allows a deduction of up to $10,000 per year in auto loan interest.
  • Works with either itemized or standard deduction — rare and powerful.
  1. Who This Benefits Most
  • Anyone financing a $40k–$70k personal vehicle.
  • High interest rates = high deductible interest.
  • Potential savings: $1,500–$3,000 per year, depending on tax bracket.
  • Ideal for contractors who need a personal ride, not a business truck.
  1. What Vehicles Qualify

Checklist:

  1. Brand New Only — no used or CPO.
  2. Financed on/after Jan 1, 2025 — no retroactive loans.
  3. U.S.-Assembled — must verify VIN or dealer info.
  4. Under 14,000 lbs — excludes heavy-duty rigs.
  5. Personal Use Only — if you depreciate or deduct mileage as a business vehicle, you cannot claim this new deduction.

Note: This rule ironically applies to the one vehicle contractors don’t use for work.

  1. Income Limits

Single Filers:

  • Phaseout: $100,000–$150,000 MAGI

Married Filing Jointly:

  • Phaseout: $200,000–$250,000 MAGI

Below the limits = full deduction.
Within phaseout = partial.
Above limit = no deduction.

  1. How Much This Could Save You

Example:

  • $55,000 new SUV purchased in 2025
  • ~$6,000 interest in year one
  • Entire $6,000 is deductible

Tax impact:

  • 22% bracket → $1,320 saved
  • 24% bracket → $1,440 saved
    And again — itemizing not required.
  1. Important Warning

This deduction expires after 2028.
Valid only for tax years: 2025, 2026, 2027, 2028.
Congress must renew it or it’s gone.

  1. Who Should Not Use This Strategy
  • ❌ Contractors needing a business vehicle write-off (Section 179, bonus depreciation, mileage).
  • ❌ High earners above income limits.
  • ❌ Buyers of used vehicles.
  • ❌ Buyers of vehicles not built in the U.S.
  1. Summary + Final Advice

Quick Recap:

  • Deduct up to $10k interest per year
  • Must be new, U.S.-assembled, personal use, <14,000 lbs
  • Starts 2025, ends 2028
  • Works with standard deduction
  • Has income limits

Final guidance: Talk to a tax pro before buying. But for many in the trades, this is a unique, time-limited opportunity.

To check if a vehicle was made in the U.S., use the official NHTSA VIN Decoder by entering the 17-digit VIN, and look for the "Plant of Manufacture" field, which shows the assembly location and country, or check the first character (1, 4, or 5 usually means U.S. assembly) for a quick indicator. 

How to Use the NHTSA Decoder:

  1. Find your VIN: It's on the driver's side dashboard or door jamb.
  2. Visit: vpic.nhtsa.dot.gov/decoder/.
  3. Enter: The 17-digit VIN and click "Decode VIN".
  4. Check the results: Look for the plant and country listed in the detailed information to confirm its origin. 

Quick Tip: A VIN starting with 1, 4, or 5 generally indicates the vehicle was assembled in the U.S.. 

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Episode 46 - The 529 Tax Trick Every Contractor Should Know

Show Notes

In this episode, I break down one of the most overlooked (and most powerful) tax strategies for builders, subcontractors, and construction business owners: Section 529 Plans.

With the new One Big Beautiful Bill Act, 529 plans just became a MAJOR wealth-building tool — not just for college, but for trades, apprenticeships, licenses, and private K–12 education.

If you're a contractor with kids (or grandkids), this episode shows you how to save thousands in taxes and fund their future — completely tax-free.

🧰 What You’ll Learn

✔️ What a 529 plan is (explained in contractor language)
✔️ How tax-free growth and tax-free withdrawals work
✔️ The two types of plans: prepaid tuition vs. college savings
✔️ HUGE new benefits starting in 2026 — especially for trades
✔️ How 529s now cover apprenticeships, trade school & licenses
✔️ The “front-loading” strategy that lets you contribute $190k at once
✔️ Why this is one of the only tax advantages built for contractors
✔️ How to choose and start a plan that fits your family

🔨 Key Highlights

  • 529 plans now allow up to $20,000/year for private K–12 tuition (starting 2026)
  • You can use 529 funds for apprenticeships, trade programs, certifications, tools, and exams
  • Tax-free rollovers into ABLE accounts are now permanent
  • Married couples can contribute up to $190,000 in one year with ZERO gift tax
  • A great way to turn a profitable year into generational wealth

👍 If you found this episode valuable:

✔ Like the episode
✔ Subscribe for weekly contractor-focused tax insights
✔ Drop a comment: Did you know the commercial credit stays at 30% until 2032?

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Episode 45 - Contractors: The Solar Credit is Ending... But This Tax Loophole Isn't

Show Notes

In this episode of Concrete Numbers, George Ghazarian, CPA, breaks down one of the biggest misunderstandings happening in the construction world right now:
Residential energy credits are expiring December 31st — but the commercial credits under Section 48 are still wide open through 2032.

Whether you’re in solar, HVAC, roofing, electrical, or general construction, this episode gives you the clarity (and sales angle) you need to keep revenue flowing long after the residential deadline hits.

🔥 What You’ll Learn in This Episode

1️⃣ What Actually Expires on December 31st

Homeowners are rushing to finish solar, heat pumps, and efficiency upgrades before the residential credits under Sections 25C and 25D step down or expire. George explains exactly what the deadline means and why homeowners are panicking.

2️⃣ Why Contractors Shouldn’t Panic — Section 48 Is Still Wide Open

The commercial Investment Tax Credit (ITC) stays at 30% through 2032, with:

  • ❌ No 2025 expiration
  • ❌ No “start construction by July 2026” rule
  • ❌ No mid-construction cutoff

Contractors can keep selling qualifying energy improvements to businesses, rentals, and income-producing properties for years.

3️⃣ What Qualifies as a “Commercial Project” Under Section 48

This credit applies far beyond traditional commercial buildings. Eligible properties include:

  • Offices, retail, industrial, warehouses
  • Rental properties (single-family to multifamily)
  • Airbnbs & short-term rentals
  • Farms and agricultural structures
  • Mixed-use buildings
  • Any property used in a trade or business

George breaks down how even partial business use of a home can qualify a portion of the project for the commercial credit.

Example covered:
A homeowner using 25% of their home for business can allocate that portion of a $100,000 energy-improvement project and receive a $7,500 commercial ITC.

4️⃣ Clearing Up the Misinformation About “Start of Construction Deadlines”

There is NO July 6, 2026 deadline, despite the rumor floating around the industry.
George explains:

  • Where that date actually comes from
  • Why it has nothing to do with Section 48
  • The real rule: property just needs to be placed in service in a year the credit applies

5️⃣ How Contractors Should Be Selling This Right Now

George gives four ready-to-use pitches to help contractors save deals and close new ones:

  • Commercial credit still applies even after the residential deadline
  • Rental properties and business-use homes qualify
  • Mixed-use homes can allocate business-use percentage
  • The 30% commercial credit is available through 2032

These talking points can immediately help contractors win jobs competitors are walking away from.

6️⃣ Why This Matters for Your Construction Business

Understanding both credits allows contractors to:

  • Salvage “lost” residential deals
  • Sell more profitable commercial projects
  • Provide huge tax incentives to landlords and business owners
  • Build a year-round pipeline instead of a seasonal energy-credit rush
  • Position themselves as the go-to energy-upgrade expert

🎧 Conclusion

Residential energy credits may be expiring soon — but commercial energy credits are alive and well. Contractors who understand Section 48 aren’t worried about December 31st. They’re focused on the opportunities that extend all the way to 2032.

📩 Need help running numbers for proposals or explaining credits to your clients?

George helps contractors structure and price energy-efficiency jobs with real tax savings.
Reach out anytime.

👍 If you found this episode valuable:

✔ Like the episode
✔ Subscribe for weekly contractor-focused tax insights
✔ Drop a comment: Did you know the commercial credit stays at 30% until 2032?

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Episode 44 - How Contractors Should Pay Themselves

Show Notes

🔨 What You’ll Learn (Fast Highlights)

  • Why paying yourself correctly matters

High cash flow, low margins, inconsistent jobs — the usual contractor chaos. George explains how bad payment habits screw your taxes, distort your books, and make the IRS ask questions you don’t want to answer.

  • Sole Proprietors & Single-Member LLCs

No payroll. No W-2. Just owner’s draws. Learn how self-employment tax works and why you’re taxed on PROFIT — not the cash you pull out. And yes… your random $9,000 “I drove past the dealership” draw is a problem.

  • Partnerships & Multi-Member LLCs

Partners can’t be W-2 employees. Ever. Learn the difference between guaranteed payments, profit distributions, and draws — and why your partnership agreement shouldn’t be written on a napkin from Buffalo Wild Wings.

  • S Corporations (the big one)

You MUST pay yourself a reasonable salary. Full stop. Then — and only then — you can take distributions with no self-employment tax. George explains how this saves thousands and the #1 mistake contractors make when they don’t run proper payroll.

  • C Corporations

Who should realistically use them, how dividends get double-taxed, and why most smaller contractors are better off avoiding C-corps unless scaling or doing advanced tax planning.

  • The biggest mistakes contractors make

Mixing funds, skipping payroll, taking too much in busy season, and not keeping books. George covers the top pitfalls that cause IRS headaches and cash flow disasters.

  • What structure is best for YOU

A simple breakdown of when to stay a sole prop, when a partnership makes sense, when to elect S-corp, and when (if ever) a C-corp is the smart move.

📣 Want Help? Work With Us

If you’re tired of guessing, stressing, or hoping the IRS “just doesn’t notice,” let us help you clean your books, set up payroll, choose the right entity, and finally pay yourself the right way.

 

Tell us what you think. Drop a comment..

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Episode 43 - OBBBA Overhaul: What Contractors Need to Know (Part 3 of 3)

Show Notes

In this episode, we wrap up our three-part series on the new business tax rules by breaking down investment incentives and information reporting changes that affect founders, investors, real estate professionals, and small business owners.

We cover how the government is expanding certain tax benefits — while quietly cleaning up years of reporting chaos.

🔹 QSBS: More Flexibility, Higher Limits, New Planning Opportunities

Qualified Small Business Stock (QSBS) remains one of the most powerful tax breaks for founders and startup investors — and the new rules significantly expand its reach.

Key updates for stock issued after July 4, 2025:

  • Tiered gain exclusions ranging from 50%–100%
  • Gain exclusion cap increases from $10M → $15M
  • Company asset limit increases to $75M
  • Partial QSBS exclusion available before the 5-year holding period

These changes create new planning opportunities around entity selection, option exercises, stock issuance timing, and exit strategy — but also introduce new complexity and potential traps.

🔹 Opportunity Zones Become Permanent (Opportunity Zones 2.0)

Opportunity Zones were set to sunset — instead, they’ve been fully revamped and made permanent starting in 2027.

Major changes include:

  • Permanent OZ program (no expiration)
  • Mandatory 5-year capital gain deferral
  • 10% basis step-up on deferred gains
  • Zone designations updated every 10 years
  • Increased reporting, transparency, and oversight
  • New incentives for rural Opportunity Zones

These updates are likely to revive long-term OZ investing and support more structured, accountable capital deployment.

🔹 1099-MISC & 1099-NEC Threshold Increases to $2,000

The long-standing $600 reporting threshold — unchanged since the 1950s — is finally being modernized.

Starting in 2026:

  • 1099-MISC and 1099-NEC reporting threshold increases to $2,000

This significantly reduces administrative burden for:

  • Small business owners
  • Landlords
  • Casual contractors
  • Seasonal and gig workers

Small, occasional payments no longer trigger unnecessary paperwork.

🔹 1099-K Rules Return to $20,000 + 200 Transactions

After years of confusion, the IRS is officially reversing course.

New (retroactive) rule effective 2025, back to 2022:

  • 1099-K issued only if both:
    • More than $20,000 in payments and
    • More than 200 transactions

This eliminates accidental reporting for:

  • Personal reimbursements
  • Selling used items
  • Splitting expenses with friends or family

Actual businesses and high-volume sellers are still reported — casual users are not.

🔹 How These Changes Fit Together

Taken as a whole, these updates:

  • Encourage startup investment and entrepreneurship
  • Support long-term real estate and community development
  • Reduce unnecessary reporting and compliance friction
  • Restore sanity to online payment platform reporting

The focus shifts away from paperwork — and back toward real economic activity.

Final Takeaways

  • QSBS is more generous and more flexible than ever
  • Opportunity Zones become a permanent investment tool
  • 1099 compliance becomes less burdensome for small payers
  • 1099-K chaos is finally resolved

This episode closes out our three-part series on the most impactful business tax changes you should be planning around now.

 

 

Tell us what you think. Drop a comment..

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Episode 42 - OBBBA Overhaul: What Contractors Need to Know (Part 2 of 3)

Show Notes

Episode 2 dives into the core deductions that quietly drive business tax planning. While Episode 1 focused on headline-grabbing incentives, this episode covers the fundamentals business owners ask about immediately: expensing, deductions, and limits that directly affect cash flow, planning, and entity strategy. The good news? There are real, meaningful wins baked into these changes.

What We Cover in This Episode

Corporate Charitable Contributions (Section 170(b))

  • Introduction of a 1% floor on deductible charitable contributions for C-corporations beginning in 2026
  • The 10% cap on deductions remains unchanged
  • Corporations can only deduct charitable contributions above 1% of taxable income
  • Practical impact for mid-size and large corporations
  • Planning takeaway: donations below the floor generate goodwill, not deductions

R&D Expensing Makes a Comeback (Section 174)

  • Restoration of immediate expensing for domestic R&D costs starting in 2025
  • Option to elect amortization over 60+ months instead
  • Retroactive relief for small businesses for tax years 2022–2024
  • Why this change significantly improves cash flow and simplifies compliance
  • Clarification of what qualifies as R&D, including software development and engineering work
  • Action item: review prior-year returns for refund opportunities

Section 179 Expensing Gets a Major Expansion

  • Expensing limit increases to $2.5 million starting in 2025
  • Phaseout threshold rises to $4 million
  • Expanded ability for growing businesses to fully expense equipment and property
  • Common qualifying assets, including machinery, software, furniture, and certain building improvements
  • Why Section 179 remains a powerful tool for small and mid-sized businesses

The Clock Is Ticking on the 179D Energy-Efficient Building Deduction

  • 179D will be eliminated for buildings beginning construction after June 30, 2026
  • Why this deduction has been so valuable for developers, architects, and engineers
  • The significant dollar impact on large construction projects
  • Planning urgency: contracts, permits, and ground-breaking must happen before the deadline

QBI Deduction (Section 199A) Becomes Permanent

  • The 20% Qualified Business Income deduction is no longer temporary
  • Expanded income phaseout ranges for service and non-service businesses
  • Addition of a minimum deduction to soften phaseout cliffs
  • Long-term planning stability for pass-through entities
  • Why this change keeps S-corps, partnerships, and sole proprietors competitive with C-corps

Employer-Provided Meals Return to 100% Deductibility (Section 274)

  • Full deductibility restored beginning in 2026
  • Applies to restaurant meals, catering, and certain specific operations
  • In-house cafeterias and general meal programs remain excluded
  • Practical impact for team lunches, meetings, and staff meals
  • A rare case where morale and tax savings align

Excess Business Loss Rules Become Permanent (Section 461(l))

  • Large pass-through losses can no longer offset non-business income beyond annual limits
  • Excess losses convert to Net Operating Losses instead
  • Permanent starting in 2027
  • Who is most affected, including real estate investors and entrepreneurs
  • Why this rule matters for entity choice, depreciation strategy, and income stacking

Key Takeaways

  • Several core deductions are expanding, becoming permanent, or returning in taxpayer-friendly ways
  • Others, like 179D, now have clear expiration timelines that require proactive planning
  • These changes impact far more than just tax returns — they influence cash flow, growth decisions, and long-term strategy

 

Tell us what you think. Drop a comment..

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Episode 41 - OBBBA Overhaul: What Contractors Need to Know (Part 1 of 3)

Show Notes

Business Tax Breakdowns

In this episode, we kick off a three-part mini-series covering major business-focused changes in the latest tax law. From clean energy credits winding down earlier than expected to the return of 100% bonus depreciation, this episode breaks down what’s changing, what’s staying, and what business owners and advisors need to plan for now.

No jargon overload. No machetes required.

🔋 Clean Vehicle Credits Are Ending Early (Sections 25E, 30D, 45W)

Clean vehicle incentives are on a fast countdown clock.

Previously available credits included:

  • Up to $7,500 for new clean vehicles
  • Up to $4,000 for used clean vehicles
  • Up to $40,000 for heavy-duty electric commercial vehicles

Key change:
All of these credits terminate after September 30, 2025 — not year-end.

Why it matters:

  • Vehicle delivery delays can derail eligibility
  • Fleet upgrades need to be planned sooner, not later
  • Waiting until late 2025 may be too late

Takeaway:
Businesses considering EV purchases should treat this as a near-term planning item, not a future decision.

⚡ Alternative Fuel Refueling Property Credit Ends Early (Section 30C)

Credits for installing EV charging and refueling infrastructure are also being shortened.

Old rules:

  • Credit up to $30,000 per location
  • Originally extended through 2033

New rule:

  • Credit ends after June 30, 2026

Impacted projects include:

  • EV charger installations
  • Fleet charging infrastructure
  • Employee or customer charging stations
  • Commercial property upgrades

Planning insight:
Permitting and construction delays could push projects past the cutoff. Early action is critical.

👶 Employer-Provided Child Care Credit Expands (Section 45F)

One of the biggest “good news” provisions in the new law.

Old structure:

  • 25% credit
  • Maximum $150,000 per year

Starting in 2026:

  • 40% credit for regular businesses
  • 50% credit for small businesses
  • Annual limits increase to:
    • $500,000 (regular businesses)
    • $600,000 (small businesses)

Eligible costs include:

  • On-site child care facilities
  • Third-party child care providers
  • Child care resource and referral services

Why it matters:
This credit significantly improves the economics of offering child care benefits and can be a powerful recruitment and retention tool.

👨‍👩‍👧 Paid Family & Medical Leave Credit Becomes Permanent (Section 45S)

After years of temporary extensions, this credit finally sticks.

What changes starting in 2026:

  • Credit is now permanent
  • Employers can calculate the credit based on:
    • Wages paid during qualified leave, or
    • A portion of insurance premiums

Why this helps:
Predictability allows employers to build long-term leave policies without worrying about annual expirations.

🏭 Advanced Manufacturing Production Credit Tightens (Section 45X)

Important updates for clean-energy manufacturers.

New restrictions effective July 5, 2025:

  • Foreign-influenced entities are no longer eligible
  • Accelerated phaseouts:
    • Wind components end after 2027
    • Critical mineral credits phase out between 2031–2034

Bottom line:
Manufacturers now have a clearer — but shorter — runway to claim these credits.

💼 Business Interest Limitation Gets Looser (Section 163(j))

A welcome relief for leveraged and asset-heavy businesses.

Old rule issues:

  • Interest deductions capped at 30% of ATI
  • Depreciation, amortization, and depletion no longer added back, shrinking ATI

New rule starting in 2025:

  • Depreciation, amortization, and depletion are added back again

Result:

  • Larger ATI
  • Higher allowable interest deductions
  • Fewer businesses subject to limitation

Most impacted industries:

  • Manufacturing
  • Construction
  • Trucking
  • Capital-intensive operations
  • Private equity-backed businesses

🧾 100% Bonus Depreciation Returns Permanently (Section 168(k))

One of the most significant changes in the new law.

Previously scheduled phase-down:

  • 40% in 2025
  • 20% in 2026
  • Eliminated thereafter

New rule:

  • 100% bonus depreciation restored permanently
  • Effective for property placed in service starting January 20, 2025

Why it matters:

  • Immediate full expensing improves cash flow
  • Simplifies planning
  • Encourages investment in equipment, vehicles, and technology

Planning tip:
Major capital purchases can now be fully expensed without timing games or phaseout concerns.

📌 Episode Recap

In this episode, we covered:

  • Early termination of clean vehicle and refueling credits
  • Major expansion of employer child care incentives
  • Permanent paid leave credits
  • Looser business interest limitations
  • The permanent return of 100% bonus depreciation

 

Tell us what you think. Drop a comment..

🔗 Connect with Us

  • 🌐 accountingsolutionsllp.com
  • 💼 LinkedIn: https://www.linkedin.com/in/george-ghazarian-asllp/
  • Book a Strategy Call: https://accountingsolutionsllp.com/appointment/


Episode 40 - 3 Rental Tax Hacks Every Contractor Should Know

Show Notes

🏗️ 3 Real Estate Tax Hacks Every Contractor Should Know

In this video, George breaks down three powerful real estate tax strategies that most contractors don’t know about — but absolutely should. When structured correctly, these strategies can save contractors tens of thousands of dollars in taxes while leveraging skills they already have.

What You’ll Learn

  • How short-term rentals can offset ordinary income
  • How to pull tax-free money from your business using the 14-Day Rule
  • How rental arbitrage creates deductions and cash flow without buying property

🏡 Tax Hack #1: Short-Term Rentals (STRs)

Short-term rentals (like Airbnbs) can receive special tax treatment when the average guest stay is 7 days or less. Unlike long-term rentals, qualifying STRs are not automatically passive, which opens the door to offsetting ordinary income.

Why This Matters

  • STR losses can offset:
    • W-2 income
    • Business income
    • Contractor income
    • Investment income

How the Strategy Works

  • Purchase a property and operate it as a short-term rental
  • Use cost segregation and bonus depreciation to create large paper losses
  • If you materially participate, those losses can offset regular income

Material Participation (Common Tests Contractors Meet)

  • 100+ hours and more than any other person
  • 500+ total hours per year
  • You perform substantially all the work

Example

  • Purchase price: $600,000
  • Improvements & furnishings: $80,000
  • Cost segregation generates: $150,000 paper loss
  • That $150,000 can offset $150,000 of W-2 or business income

Why Contractors Win With STRs

  • You understand construction and renovations
  • You manage subs efficiently
  • You can improve properties at lower cost
  • You already evaluate projects for ROI

🏠 Tax Hack #2: The 14-Day Rule (Augusta Rule)

The 14-Day Rule allows you to rent out a personally owned property for up to 14 days per year and keep the income 100% tax-free.

Key Rules

  • You must own the property
  • It must be used personally
  • Rent it fewer than 15 days per year
  • The income is not reported
  • Expenses are not deductible (but the income is tax-free)

How Contractors Use This

You can rent your home to your own business for legitimate business purposes.

Common Business Uses

  • Team meetings
  • Year-end planning
  • Training sessions
  • Content creation
  • Marketing photo/video shoots
  • Client events

Example

  • Fair rental value: $1,000 per day
  • 14 days rented = $14,000
  • Business deducts the rent
  • You personally receive $14,000 tax-free

🏢 Tax Hack #3: Rental Arbitrage

Rental arbitrage means leasing a property and then renting it out as a short-term rental — without owning it.

How It Works

  • Lease a property
  • Obtain landlord approval for STR use
  • Furnish and operate it as a business
  • No mortgage or down payment required

Why Landlords Often Agree

  • Guaranteed rent
  • Frequent professional cleaning
  • Better property care
  • Reduced vacancy risk

Tax Benefits

Even without ownership, you can deduct:

  • Rent expense
  • Furniture and furnishings
  • Supplies
  • Repairs and maintenance
  • Utilities
  • Cleaning services
  • Insurance
  • Marketing and photography
  • Travel related to management
  • Bonus depreciation on furniture

If STR rules apply and you materially participate, losses can still offset ordinary income.

Why Contractors Excel at Arbitrage

  • Strong property evaluation skills
  • Low-cost improvement ability
  • Operational efficiency
  • Scalable systems
  • Minimal capital required compared to ownership

🔑 Final Thoughts

These three real estate tax strategies can be game-changers for contractors when implemented correctly:

  • Short-Term Rentals
  • The 14-Day Rule
  • Rental Arbitrage

If you want help setting up:

  • STR purchases and participation
  • Cost segregation strategies
  • Augusta Rule compliance
  • Rental arbitrage tax planning

Reach out, leave a comment, or request a deeper dive on any one of these topics.

 

🔗 Questions? Connect with Me…

 


Episode 39 - Active, Passive, Pro: Unlocking the Real Estate Tax Code for Contractors

Show Notes

ACTIVE vs MATERIAL PARTICIPATION vs REAL ESTATE PROFESSIONAL

What Contractors Need to Know About Their Rentals

If you’re a contractor, builder, or hands-on business owner who also owns rental real estate, the way the IRS classifies your involvement can mean the difference between limited deductions and massive tax savings.

This episode breaks down the three levels of participation the IRS cares about and how each one impacts your ability to deduct rental losses:

  • Active Participation
  • Material Participation
  • Real Estate Professional Status (REPS)

Each level comes with different rules, benefits, and limitations — and understanding them is critical if you want to legally reduce your tax bill.

Why Participation Matters

By default, the IRS treats rental real estate as a passive activity. That usually means rental losses cannot offset:

  • W-2 wages
  • Contractor income
  • Business profits

However, there are specific exceptions that allow you to unlock deductions — and for contractors, those exceptions can be worth tens or even hundreds of thousands of dollars.

Active Participation

What It Is
Active participation is the most basic level of involvement. It applies when you’re involved in management decisions but not running the property as a full-time business.

Requirements

  • At least 10% ownership
  • Participation in basic management decisions, such as:
    • Approving tenants
    • Setting rental terms
    • Authorizing repairs
  • You can still qualify even if you use a property manager

Tax Benefit

  • Deduct up to $25,000 of rental losses against ordinary income

Income Limits

  • Full deduction under $100,000 MAGI
  • Phases out between $100,000–$150,000 MAGI
  • No deduction over $150,000 MAGI

Bottom Line
Good for lower-income investors, but often ineffective for higher-earning contractors.

Material Participation

What It Is
Material participation means you’re actively running the rental as a real business, not just overseeing it.

Common IRS Tests
You only need to pass one:

  • 500+ hours spent in the rental activity
  • You perform substantially all the work
  • 100+ hours, and no one else works more than you

Contractor Advantage
Time spent on repairs, renovations, bookkeeping, tenant screening, showings, and coordination all counts.

Important Limitation
Material participation alone does not automatically make long-term rentals non-passive.

Rental losses are still passive unless:

  • The property qualifies as a short-term rental exception
  • The rental is properly grouped with a real estate business
  • You qualify as a Real Estate Professional

Bottom Line
Necessary for certain strategies, but not enough by itself to unlock major deductions for long-term rentals.

Real Estate Professional Status (REPS)

What It Is
This is the most powerful real estate tax status available.

When you qualify, rental losses become fully deductible against all types of income.

Qualification Tests
You must meet both:

  1. 750+ hours in real estate activities
  2. More than half of your total working time must be in real estate

Qualifying activities include:

  • Rental management
  • Renovations and repairs
  • Acquisitions and leasing
  • Development and construction
  • Bookkeeping and tenant communication

Why It’s Hard for Contractors
Most contractors spend the majority of their time in construction, making the “more than half” test difficult.

Common Workarounds

  • A spouse qualifies as the Real Estate Professional
  • Reducing construction hours
  • Operating a large real estate portfolio

Tax Benefits
Once qualified:

  • Rental losses become non-passive
  • Losses can offset:
    • W-2 wages
    • Contractor and business income
    • Capital gains
    • Most other taxable income

This is how high-income investors deduct:

  • Bonus depreciation
  • Cost segregation losses
  • Renovation costs
  • Interest and property taxes

Big Picture Comparison

Active Participation

  • Easiest to qualify
  • 10% ownership + basic decisions
  • Losses capped at $25,000
  • Phases out at higher income levels

Material Participation

  • Hands-on involvement
  • 100–500+ hours
  • Required for some short-term rental strategies
  • Does not automatically unlock large losses

Real Estate Professional (REPS)

  • 750+ hours
  • Majority of work time in real estate
  • Unlimited loss deductions
  • Massive tax planning opportunities
  • Often achieved through a spouse strategy

Final Takeaway

For contractors with rental properties:

  • Active Participation is the entry level
  • Material Participation is the middle ground
  • Real Estate Professional Status is where the real tax savings happen

Understanding these distinctions — and structuring your activities correctly — can dramatically reduce your tax liability.

If you want deeper dives into short-term rentals, cost segregation, or contractor-specific structuring strategies, stay tuned for future episodes.

 

🔗 Questions? Connect with Me…

 


Episode 38 - Turn Stock Positions Into Tax Savings Contractor Style

Show Notes

🎯 Year-End Tax Moves Every Contractor Should Make Before December 31st

If you’re a contractor with money invested in stocks, funds, or brokerage accounts, there are simple year-end tax moves you can still make to significantly reduce your tax bill. In this video, George Ghazarian, CPA for construction contractors, breaks down five practical strategies you can implement before December 31st to keep more of your money and send less to Uncle Sam.

🔑 What You’ll Learn in This Video

1️⃣ Avoid Overpaying Taxes on Short-Term Capital Gains

Selling investments too early can trigger short-term capital gains taxes, which are taxed at your ordinary income rate — often as high as 40%+ for profitable contractors. Holding investments for over 12 months can cut that rate nearly in half. Timing matters, and sometimes the smartest move is simply waiting.

2️⃣ Use Investment Losses to Offset High-Tax Income

Tax loss harvesting allows you to:

  • Offset capital gains dollar-for-dollar
  • Reduce up to $3,000 of ordinary income each year
  • Carry unused losses forward into future years

This strategy turns underperforming investments into real tax savings.

3️⃣ Don’t Lose Deductions to the Wash-Sale Rule

Selling a stock at a loss only helps if you follow the rules. Buying it back too soon can eliminate the deduction entirely. Learn how the wash-sale rule works, which assets it applies to, and how to avoid one of the most common (and costly) year-end mistakes.

4️⃣ Shift Income to Family Members in Lower Tax Brackets

Gifting appreciated stock to family members in lower tax brackets can legally reduce or eliminate capital gains taxes altogether. This strategy works especially well for retirees or adult children who aren’t subject to the kiddie tax.

5️⃣ Donate the Right Assets to Charity

When giving to a charity, what you donate matters:

  • Donating appreciated stock can eliminate capital gains and increase your deduction
  • Donating losing stock wastes potential tax benefits
  • Selling losing stock first and donating cash can create two deductions instead of one

This is a simple but powerful move most people overlook.

✅ Key Takeaways

  • Timing investment sales can save thousands in taxes
  • Losses aren’t failures — they’re planning opportunities
  • IRS rules matter, especially at year-end
  • Income shifting and smart giving are completely legal and highly effective
  • These strategies only work if done before December 31st

🔗 Questions? Connect with Me…

 


Episode 37 - Don't be a Sloth, Get a Roth

Show Notes

Roth IRAs for Construction Contractors

A Tax-Free Tool Every Builder Should Know About

In this episode, George Ghazarian breaks down why Roth IRAs are one of the most powerful — and often misunderstood — retirement tools for construction contractors, subcontractors, and owner-operators. Whether you’re running a crew, working solo, or scaling a construction business, this episode explains how to build a strong financial foundation using tax-free strategies.

What You’ll Learn

What a Roth IRA Is

A Roth IRA is a retirement account funded with after-tax dollars, allowing your investments to grow tax-free and be withdrawn tax-free in retirement. Unlike traditional IRAs, you pay taxes upfront and avoid them entirely later — a major advantage for contractors with long time horizons and fluctuating income.

Why Contractors Love Roth IRAs

Roth IRAs offer several benefits that align perfectly with the realities of construction work:

  • Tax-free growth with no IRS cut in retirement
  • No required minimum distributions (RMDs) at any age
  • Flexible access to contributions (not earnings) without penalties
  • Great during lower-income years, slow seasons, or early business stages
  • Ideal for long-term compounding, especially for contractors still building wealth

Contribution Rules & Income Limits

For 2025:

  • Up to $7,000 per year if under age 50
  • Up to $8,000 per year if age 50+
  • Contributions require earned income
  • Limits apply across all IRAs combined

Income phase-outs apply for direct Roth IRA contributions, meaning high-earning contractors may be blocked from contributing directly — which leads to advanced strategies discussed in this episode.

When a Roth IRA Makes Sense (and When It Might Not)

A Roth IRA is generally a strong fit if you expect your income to grow, want tax-free retirement withdrawals, and value flexibility with no forced distributions.

It may be less ideal if you’re in peak earning years and need immediate tax deductions — unless you’re using advanced planning tools like the backdoor Roth.

Real-world contractor examples are discussed to show how age, income level, and business stage affect the decision.

The Backdoor Roth Strategy

High-income contractors often use the Backdoor Roth to legally fund a Roth IRA even when income exceeds IRS limits. The process involves:

  1. Making a non-deductible contribution to a traditional IRA
  2. Converting that contribution into a Roth IRA

This strategy keeps tax-free retirement savings available even during big income years — but it comes with an important caveat.

The Pro-Rata Rule (Critical Warning)

If you already have pre-tax money in traditional IRAs, the IRS requires all IRA balances to be considered during a Roth conversion, potentially triggering unexpected taxes.

Common solutions for contractors include rolling pre-tax IRA funds into:

  • A Solo 401(k)
  • An employer-sponsored 401(k)

This helps “clear the runway” for clean backdoor Roth conversions.

Roth 401(k) vs Roth IRA (Bonus Discussion)

This episode also touches on Roth 401(k)s:

  • Funded with after-tax dollars
  • Tax-free withdrawals in retirement
  • No income limits for contributions
  • Higher annual contribution limits than Roth IRAs

For high-earning contractors or self-employed builders, Roth 401(k)s and Solo 401(k)s can dramatically increase tax-free savings potential.

2025 Contribution Highlights (Looking Forward)

  • Employee 401(k) deferral limit: $23,500
  • Standard catch-up (50+): $7,500
  • Enhanced catch-up (ages 60–63, plan permitting): potentially higher
  • Total employee + employer limit: ~$70,000
  • No income limits for Roth 401(k) contributions

Action Steps for Contractors

  • Review your current income and tax bracket
  • Decide between Roth IRA, backdoor Roth, or Roth 401(k)
  • Check existing IRA balances for pro-rata issues
  • Consider opening a Solo 401(k) if self-employed
  • Automate contributions and review annually

Final Takeaway

Construction is about building things that last — and your retirement strategy should be no different. Roth IRAs and Roth 401(k)s give contractors long-term tax control, flexibility, and powerful compounding that can save tens of thousands in taxes over time.

If you’re serious about building wealth beyond your tools, trucks, and jobsites, this episode gives you the blueprint.

🔗 Connect with Me

 


Episode 36 - Crypto Tax Strategies That Save Contractors Thousands (Part 2 of 2)

Show Notes

2025 Year-End Crypto Tax Strategies


Episode 35 - Crypto Tax Strategies That Save Contractors Thousands (Part 1 of 2)

Show Notes

2025 Year-End Crypto Tax Strategies


Episode 34 - How Contractors Can Write Off a 'Leased' Truck Like They Bought It

Show Notes
Most business owners think a leased vehicle can never qualify for Section 179 or bonus depreciation… but that's not always true. In this video, we break down exactly when a lease does qualify and how a simple $1 buyout can unlock massive deductions.


Episode 33 - How Contractors Can Offer Health Benefits Without Big Insurance Costs

Show Notes

🏗️ 2025 Health Insurance & Tax Strategies Every Contractor Should Know

If you run a construction business — whether it's just you, you and your spouse, or a small crew — this episode is packed with medical plan strategies that can save you thousands in taxes before year-end.

George Ghazarian, CPA at Accounting Solutions LLP, breaks down how small business owners and contractors can use health reimbursement arrangements and other IRS-approved plans to cover medical costs, support their team, and keep more cash in their pocket.

🔹 What You'll Learn in This Episode

✅ The five smartest 2025 medical plan strategies for small business owners ✅ How to make your health insurance 100% tax-deductible ✅ The difference between Section 105 HRAs, QSEHRAs, and ICHRAs ✅ What S Corp owners must do before December 31 to get their health insurance deduction ✅ How to qualify for the 50% Small Business Health Insurance Tax Credit ✅ Year-end action steps to lock in your 2025 deductions

📅 Key 2025 Health Plan Limits

QSEHRA Reimbursements:

$6,350 (self-only)

$12,800 (family coverage)

S Corp Deduction Rule:

Must be paid or reimbursed and included on your W-2 by December 31, 2025

Health Insurance Tax Credit:

Up to 50% of premiums (for businesses under 25 FTEs with avg wages under $25,000)

💡 Quick Takeaways

Reimburse 2025 medical expenses now under Section 105

Get your QSEHRA or ICHRA set up for 2026

Fix your S corp health insurance reporting before year-end

Check if your team qualifies for the 50% small business health insurance credit

🔗 Connect with Me

🌐 Website: https://accountingsolutionsllp.com

💼 LinkedIn: https://www.linkedin.com/in/george-ghazarian-asllp/

📅 Book a Strategy Call: https://accountingsolutionsllp.com/appointment/


Episode 32 - 2025 Retirement Plan Options and Limits

Show Notes

💰 2025 Retirement Plan Limits Every Contractor Should Know

Are you self-employed, a contractor, or a small business owner? The IRS just released the 2025 retirement contribution limits — and the numbers are higher than ever. In this episode, George Ghazarian, CPA at Accounting Solutions LLP, breaks down what's new, what's smart, and how you can legally lower your 2025 taxes while stacking long-term wealth.

Whether you run a one-person S corp or manage a small crew, this walkthrough helps you understand your best retirement plan options — from Solo 401(k)s and SEP IRAs to new small business tax credits under SECURE 2.0.

🔹 What You'll Learn in This Episode

- 2025 contribution limits for Solo 401(k), SEP IRA, SIMPLE IRA, and Defined Benefit Plans - How much you can actually deduct as both employer and employee - Key 2025 deadlines — and what has to be done by December 31 - The powerful new small business retirement plan tax credits (up to $15K!) - When a Roth IRA conversion makes sense — and when it doesn't - How contractors can use retirement plans to smooth out income volatility and reduce taxes

Intro: Why 2025 is a huge year for retirement planning

Why contractors need to pay attention to contribution limits

Solo 401(k): The powerhouse for self-employed pros

SEP IRA: Simple, flexible, and tax-efficient

SIMPLE IRA: Great for small teams and growing businesses

Defined Benefit Plans: Advanced savings for high earners

New tax credits under SECURE 2.0 (free money alert)

Key deadlines and strategy tips

Roth conversions: When they're worth it

Wrap-up: How to make your 2025 retirement plan work for you

📅 Key 2025 Contribution Limits

Solo 401(k)

$23,500 employee deferral

$31,000 with catch-up (50–59, 64+)

$34,750 with "super" catch-up (ages 60–63)

Total combined limit up to $81,250

SEP IRA — Up to 25% of compensation, capped at $70,000 SIMPLE IRA — $16,000 deferral + $3,500 catch-up Defined Benefit Plans — Varies; often six figures for high-income earners

If you want to make employee deferrals for 2025, your plan must be set up by December 31, 2025. Employer contributions can usually wait until your 2025 tax filing deadline.

🔗 Connect with Me

🌐 accountingsolutionsllp.com

💼 LinkedIn: https://www.linkedin.com/in/george-ghazarian-asllp/

Book a Strategy Call: https://accountingsolutionsllp.com/appointment/


Episode 31 - Cost Seg for Contractors: The Tax Hack You're Missing

Show Notes

1. What Cost Segregation Actually Is

A simple explanation of how cost segregation breaks a building into shorter-lived components (5, 7, and 15-year property) to accelerate depreciation.

2. Unlock Hidden Cash Flow

How a cost seg study uncovers "buried value" inside your property and converts it into immediate tax deductions.

3. Fast-Track Savings With the "Tax Time Machine"

Why cost segregation can pull 20–30% of future depreciation into Year 1, giving contractors real, spendable cash today.

4. Cash Flow Surge: The Contractor's Caffeine Boost

How accelerated depreciation strengthens working capital, smooths out cash-flow spikes, and gives your business more breathing room.

5. The Precision Scalpel of Tax Strategy

Why cost segregation is a highly engineered, documentation-heavy tax strategy that precisely reduces tax liability.

6. Audit Protection: Clarity Armor

How the IRS's preferred method — detailed engineering-backed studies — provides audit defense rather than audit risk.

7. Who Should Consider Cost Seg in 2025

A quick list of property owners and project types that can see the biggest benefit from a cost segregation study — including retroactive opportunities.

🧰 Who This Episode Is For

General contractors

Builders

Developers

Rental property owners

Trades business owners

Anyone who owns commercial or residential investment property

If you operate out of your own building or you've renovated, bought, or built property — this strategy applies to you.

📈 Key Takeaways

Cost segregation accelerates depreciation to increase cash flow now.

The strategy can unlock 30% or more of your property's cost in Year 1.

Contractors can use it to strengthen liquidity, fund growth, and reduce tax burden.

It's IRS-approved, engineering-based, and backed by strong documentation.

2025 is a prime year to take advantage of cost segregation opportunities.

🔗 Connect with Me

🌐 accountingsolutionsllp.com

💼 LinkedIn: https://www.linkedin.com/in/george-ghazarian-asllp/

Book a Strategy Call: https://accountingsolutionsllp.com/appointment/