Tax planning for contractors and service businesses

Stop overpaying in taxes. Build a stronger business.

Find tax-saving opportunities, make confident decisions, and build a year-round plan.

Book a Strategy Call

See how it works

30-minute call · No obligation

Strategy call brief

What we’ll work through together

A focused conversation to review where you are, identify what matters, and leave with a clear next step.

Your business today
We’ll review the key details of your current setup and where things stand right now.
- Business structure
- Current financials

What you get

Tax planning, clear books, better decisions

Different goals. A connected approach. See what’s possible and the service that helps you get there.

Selected outcome

Keep more of what you earn.

Take advantage of tax opportunities while there is still time to act.

More of what you earn today. A stronger tomorrow.

Recommended service

Proactive Tax Planning

Strategic tax planning to help you minimize liability and keep more of what you earn.

Entity structure & strategy
Deductions & credits
Retirement & wealth planning
Timing and year-end strategy

Explore Tax Planning

Also relevantStrategic BookkeepingFractional CFO

Selected outcome

Know where the business stands.

Keep accurate, up-to-date numbers so you can plan ahead with confidence.

Clear numbers today. More confident decisions tomorrow.

Recommended service

Strategic Bookkeeping

Accurate, decision-ready books that give you visibility into performance and cash flow.

Monthly bookkeeping
Financial reporting
Cash flow tracking
Clean, organized records

Explore Bookkeeping

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Selected outcome

Make bigger decisions with confidence.

Use forecasts and financial guidance to plan growth, investments, and what’s next.

Plan for what’s next. Move forward with confidence.

Recommended service

Fractional CFO

Strategic guidance and financial modeling to help you make informed, confident decisions.

Forecasting & budgeting
Scenario modeling
Growth & investment planning
Ongoing strategic support

Explore Fractional CFO

Also relevantProactive Tax PlanningStrategic Bookkeeping

Tax strategy. Accurate books. Better decisions. A stronger financial future.

Same numbers. A brighter tomorrow.

Client reviews

What clients say about working with us.

Short excerpts from public Google reviews.

Confidence in the team

“I highly recommend Jason and his team.”

Carla Bassano

Google review excerptView on Google

Bilingual support

“He is bilingual which makes our experience easier and faster.”

Jeanine Ibarra

Google review excerptView on Google

Your next step

You know the options. Now clarify the next step.

A focused strategy call to review where the business stands and what deserves attention next.

30 minutes
Focused and efficient.
No preparation
Come as you are.
Enrolled Agent
Speak with a tax expert.

Book a Strategy Call

No sales pressure. Just practical advice.

Recent business changes

Goals + pressure points

What deserves attention

We’ll evaluate opportunities, risks, and key decisions based on your goals and timeline.

Tax opportunities
Entity decisions
Timing + deadlines
Financial priorities

What you leave with

You’ll walk away with clarity, priorities, and a practical plan for what happens next.

A clearer picture
of the current setup
The highest-priority
opportunities to pursue
A practical next-step plan
you can act on

Ready to get started?

Book a strategy call and let’s talk through your business.

30 minutes
No preparation required
Speak with an Enrolled Agent

Book a Strategy Call

Care and professionalism

“Excellent caring customer service. Knowledgeable and professional.”

Marlene Neptune

Google review excerptView on Google

Explore the planning behind one construction client’s experience.

See the Torres Built story See the Torres Built story

IRS Tax Resolution

Behind on taxes? Start with a clearer next step.

If you have unfiled returns or an unpaid IRS balance, we can review your situation and help you understand what options may be available.

Explore Tax Resolution

Please do not send sensitive tax information through public forms.

This may be relevant if

Unfiled tax returns
One or more tax years remain unfiled.
Unpaid IRS balance
You have an IRS balance that remains unpaid.

What happens next

We review the situation, identify what needs attention, and outline appropriate next steps.

Real numbers. Stronger businesses.

The Money-Making Blueprint for Construction Companies by Jason Astwood, EA

Knowledge builds what’s next

For construction business owners

Build a more profitable construction business

Bring more structure to job costing, estimating, cash flow, and leadership. The Money-Making Blueprint for Construction Companies connects your numbers with the systems that keep projects moving.

By Jason Astwood, EA

Job Costing
Estimating
Cash Flow
Operations

Improve project visibility
Review project costs with clearer, more consistent numbers.
Strengthen cash-flow decisions
Connect billing with upcoming cash needs.
Build a more organized operation
Create systems that clarify responsibilities and support consistent work.

Stop overpaying in taxes. Build a stronger business.

What we’ll work through together

Your business today

Tax planning, clear books, better decisions

Keep more of what you earn.

Proactive Tax Planning

Know where the business stands.

Strategic Bookkeeping

Make bigger decisions with confidence.

Fractional CFO

What clients say about working with us.

You know the options. Now clarify the next step.

What deserves attention

What you leave with

Ready to get started?

Specialized services for restaurants and construction.

Restaurant CFO Partnership

Construction CFO Partnership

Behind on taxes? Start with a clearer next step.

This may be relevant if

Unfiled tax returns

Unpaid IRS balance

What happens next

Build a more profitable construction business

Improve project visibility

Strengthen cash-flow decisions

Build a more organized operation