TAXES & FINANCIAL PLANNING FOR TRUCKING COMPANIES

We now offer two payment methods:

        1. Zelle® — no additional fees + eligible for a 3-installment payment plan: $450 Total

        2. Credit Card — $35 processing fee applies + payment plans not available: $485 Total

 

Taxes & Financial Planning for Trucking — Live Zoom Workshop with CPA
Format: Live via Zoom (small group)
Price: $450

*Complimentary for QuickBooks students

Full Schedule of Classes
Taught live by the instructor — attendance is required.

A 3 hour session with the CPA: Taxes Optimization & Financial Planning

– Part 1 (Group Class): Tax strategy workshop (interactive)
– Part 2 (Private Consult): A 30-minute 1:1 with our CPA to address your specific questions (scheduled during/after the session)

Course Overview
This two-hour trucking tax planning and financial strategy workshop—led by a seasoned CPA with trucking industry experience—helps owner-operators, fleets, and small businesses optimize taxes, stay organized, and plan for long-term wealth. You’ll leave with practical tactics you can apply immediately to reduce liability and improve financial health.

What You’ll Learn

• Proactive tax planning: How to pay only what’s necessary—no more, no less
• Maximizing deductions: Fuel, maintenance, equipment, per-asset strategies (trucking-specific)
• Simple record-keeping: Practical systems for 1099s, receipts, mileage, and audit-ready files
• Wealth & protection: Retirement, insurance, and financial planning basics for long-term success

Who This Workshop Is For

• Trucking companies (all sizes), owner-operators, and leased-on drivers
• Small business owners seeking clear, actionable tax guidance
• Office managers/bookkeepers supporting trucking businesses

What You’ll Gain

• A clear tax-savings plan tailored to trucking and small business operations
• A streamlined record-keeping checklist for faster, error-free filing
• Confidence choosing deductions and timing purchases to optimize taxes
• A private 30-minute CPA consultation to apply the strategies to your situation

Format & Support

• Live Zoom instruction (interactive Q&A) in a small-group setting
• Private 30-minute CPA consultation included
• Practical checklists and step-by-step guidance you can use right away

How to Enroll

Secure your spot with a $200 deposit via Zelle® to van53co@gmail.com.
After sending the deposit, email your name and contact information to van53co@gmail.com to receive confirmation and Zoom access.
Balance is due on the day of the class.

Frequently Asked Questions

Is this only for trucking? The focus is trucking taxes, but small business owners will also benefit from the planning frameworks.
Do I need accounting experience? No—this is a practical workshop with plain-English explanations.
What do I need to bring to the private consult? Recent 1099s (if any), a list of typical expenses, and your top questions for the CPA.
How is the private consult scheduled? You’ll receive your 30-minute slot (during/after the session) with your confirmation email.