Thank you for your interest in our tax and accounting services.

Our Monthly Services Package includes:

1. Preparation of your monthly financial statement.
2. Preparation of your federal and state quarterly income tax deposits.
3. Preparation of your individual federal and state income tax returns.
4. Preparation of your Heavy Road Use return; Form 2290.
5. Answers to your personal tax questions via a Toll-Free number.

If you are interested in setting up an account with us; then please forward the following information to us as soon as possible:

1. A completed "Information about you and your family" sheet.
2. A copy of your "Security Agreement" summarizing the purchase of your truck.
   ( Purchase price, monthly payment, etc. )
3. A copy of your latest federal and state income tax returns.

In addition; at the end of each month your expenses need to be sent or transmitted to our office. You may utilize the online expense sheet or use our monthly expense envelopes (see the New Client Packet)

They need to contain:

1. Settlement statements from the company you are leased to.
   ( via mail, email or fax )
2. Receipts for expenses that you paid for in cash or with your personal credit card.

Click here to learn about deductible items.

3. A check for the monthly accounting fee payable to:
   "Truckers Accounting Service".
   (We will not process your information unless the monthly fee is paid in advance.)