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TAX STRATEGY
FOR CONTRACTORS

Where the real tax savings happens

Protect your profits with strategic tax planning

Strategic tax planning is more than just finding deductions at tax time – it’s a year-round approach to protecting and maximizing your construction company’s profits. Instead of waiting until tax season, we help you make smart financial decisions throughout the year that reduce your tax burden and keep more money in your pocket.

 

Through proactive planning, you can take advantage of tax-efficient strategies for:

– Equipment purchases

– Payroll structure

– Retirement planning

– Hiring your children & more

Plus, you’ll gain peace of mind knowing exactly where you stand financially. No more year-end surprises or scrambling to find deductions – just a clear roadmap for managing your taxes and growing your wealth.

is your current accountant helping you save?

Here's a checklist to find out:

  • How often do they meet with you?

If you’re only meeting with your accounting team to prepare and file taxes – they are not tax planning or strategizing with you. Tax strategy happens throughout the fiscal year. Tax return preparation and filing is just putting everything together and reporting it.

  • Do they review your bookkeeping on a monthly basis?

We perform and review our clients bookkeeping with them every month. Why? Because accurate, up-to-date bookkeeping is the foundation of accurate tax planning. We can’t make sound tax strategies for you if we don’t know the numbers.

  • Are they advising you on the most tax-efficient ways to spend?

You should be able to call your accounting team before you make any large purchases or investments and get advice on the best way to do it to minimize your tax liability. 

This contractor saved $31K in taxes in 2023

Let’s Review a Case Study:

Jacob, the owner of a $3M roofing company met with us in early 2023.

He felt he was paying too much in taxes & wanted our opinion.

We reviewed his bookkeeping – there were missing deductions and hundreds of thousands of dollars misclassified. He had multiple dual incomes reported.

He was only meeting with his accountant to file a tax return.

We took over his bookkeeping, corrected the errors (immediate $10K tax savings).

We implemented two tax strategies immediately that helped him save another $21K.

Want to save like Jacob? Click Below. 

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Your Guide to Set Up Subcontractors the Right Way

Are you having trouble collecting information from your subcontractors? Download our “Subcontractor Checklist Packet” to know what you need from them for 1099’s, workman’s comp, and liability audits. We’ve even included a contract for reduced liability!

Justice Bragg

Business Development Specialist, Florida

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant, Florida

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT, FLORIDA

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.

Seren Lunsford, MBA

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.

Ivette Rivera

EXECUTIVE ASSISTANT, FLORIDA

Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.

When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.