Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621

Tax planning by industry

Industry-specific tax planning for law firms, medical and dental practices, restaurants, trucking, trades, e-commerce, farms, nonprofits, and more.

58 guides, each reviewed by a CPA licensed in the US and Canada.

Small Business & Bookkeeping

Cannabis Business Tax Rules: How IRC 280E Eliminates Most Deductions and What Operators Can Do About It

Cannabis businesses face a unique and punitive federal tax rule that no other legal industry confronts: IRC 280E. IRC 280E impact on cannabis.

Sep 5, 2026
Small Business & Bookkeeping

Franchise Business Tax Rules: Deducting Franchise Fees, Royalties, and Startup Costs Under IRC 195 and IRC 197

Franchising presents unique tax rules that differ from starting an independent business. Franchise cost tax treatment. Includes IRS rules, documentation.

Sep 5, 2026
Small Business & Bookkeeping

Small Business Government Contracting: Set-Asides, 8(a), and HUBZone

Federal agencies report their performance against these goals annually, and procurement officers face real pressure to meet them.

Aug 27, 2026
Small Business & Bookkeeping

Starting a Nonprofit: Tax-Exempt Status Under IRC 501(c)(3) and Ongoing Compliance Requirements

Forming a tax-exempt organization under IRC 501(c)(3) provides significant benefits. Types of tax-exempt organizations (common).

Sep 5, 2026
Small Business & Bookkeeping

Tax Considerations for Franchise Businesses: Fees, Depreciation, and Entity Selection

Franchise businesses have unique tax considerations that differ from independent businesses, starting with the treatment of the initial franchise fee.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Accounting Firms and CPA Practices: SSTB Classification, Partner Buy-In, and Practice Valuation

Accounting firms and CPA practices are explicitly classified as specified service trades or businesses (SSTBs) under IRC 199A.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Agricultural and Farm Businesses: Income Averaging, Crop Insurance Deferral, and Farm Equipment Depreciation

Agricultural businesses operate under a unique set of tax rules that recognize the inherent volatility of farm income. Farm-specific tax provisions: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Amazon FBA Sellers: Inventory Accounting, Multi-State Nexus, Sales Tax, and Cost of Goods Sold

Amazon FBA (Fulfillment by Amazon) sellers face a unique multi-state tax exposure because Amazon stores inventory in warehouses across the country.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Architecture and Engineering Firms: SSTB Classification, Project Accounting, and Entity Structure

Architecture and engineering firms are classified as specified service trades or businesses (SSTBs) under IRC 199A(d)(2).

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Auto Dealerships: Floor Plan Interest, LIFO Reserve, Demo Vehicles, and Inventory Accounting

Auto dealerships operate under a specialized tax framework that differs significantly from most retail businesses because of three unique features.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Beauty Salons, Barbershops, and Booth Renters: Tip Income, Booth Rental vs. Employment, and Product Sales

Beauty salons, barbershops, and hair studios present a unique tax structure because of the booth rental model.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Breweries, Wineries, and Distilleries: Excise Tax Credits, COGS, and Taproom Revenue

Craft beverage producers (breweries, wineries, and distilleries) face a unique two-layer tax structure. CBMA excise tax rates (permanent).

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Cannabis Businesses: IRC 280E, COGS Deductions, and Entity Structure Under Federal-State Conflict

Cannabis businesses operate under the most punitive tax regime of any legal industry in the United States because of IRC 280E.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Construction Companies: Completed Contract, Percentage of Completion, and Contractor-Specific Rules

Construction companies face unique tax rules that differ significantly from other industries. Revenue recognition methods for construction contracts: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Consultants, Freelancers, and Independent Professionals: Entity Structure, Deductions, and Self-Employment Tax

Consultants, freelancers, and independent professionals face a unique tax landscape where self-employment tax (15.3% on the first $176,100 of net.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Daycare and Childcare Centers: Dependent Care Credits, Food Program Reimbursements, and Home-Based Deductions

Daycare and childcare center operators face a unique tax profile because the business is labor-intensive (70-80% of revenue goes to staff wages.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Dental Practices: Equipment Depreciation, Retirement Plans, SSTB Considerations, and Entity Structure

Dental practices face a tax planning environment that closely mirrors medical practices but with several key differences.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Dental Practices: SSTB Classification, Equipment Depreciation, Associate Compensation, and Practice Sales

Dental practices are classified as specified service trades or businesses (SSTBs) under IRC 199A, falling within the 'health care' category of Treas. Reg.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for E-Commerce and Amazon FBA Sellers: Inventory, Nexus, and Multi-State Sales Tax

E-commerce businesses face a unique combination of tax challenges that brick-and-mortar retailers do not encounter. E-commerce tax obligations: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for E-Commerce Businesses: Amazon FBA, Multi-State Sales Tax Nexus, and Inventory Accounting

E-commerce businesses face a tax compliance landscape that is more complex than traditional brick-and-mortar retail because online sellers create sales.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for E-Learning, Online Education, and Course Creators: Revenue Recognition, Platform Fees, and SSTB Classification

Online education businesses (course creators, membership sites, coaching programs. E-learning business SSTB classification.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Farms and Agriculture: Cash Method, Farm Income Averaging, Soil Conservation Deductions, and Commodity Sales

Farmers and agricultural businesses receive more favorable tax treatment than almost any other industry in the Internal Revenue Code.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Fitness Centers, Gyms, and Personal Trainers: Membership Revenue, Equipment Depreciation, and SSTB Classification

Fitness businesses span a wide range of models (from solo personal trainers to multi-location gym chains). Fitness business SSTB classification: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Food Trucks and Mobile Food Businesses: Vehicle Depreciation, Commissary Costs, and Multi-Jurisdiction Sales Tax

Food truck and mobile food businesses present a unique tax profile because the primary business asset (the truck itself) serves as both a vehicle.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Franchise Owners: Franchise Fees, Royalties, Multi-Unit Structures, and IRC 197 Amortization

Franchise businesses have a distinct tax profile because the franchise fee (typically $25,000-$100,000 for a single unit) is an IRC 197 intangible asset.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Gym Owners, Fitness Studios, and Personal Trainers: Equipment Depreciation, SSTB Rules, and Entity Optimization

The fitness industry presents specific tax planning opportunities and challenges that differ from typical service businesses.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for HVAC, Plumbing, and Electrical Contractors: Vehicle Deductions, Inventory, and Service Agreement Income

HVAC, plumbing, and electrical contractors operate equipment-intensive. Trade contractor tax deduction priorities:. Covers key rules, filing requirements,.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Influencers and Content Creators: Deductions, Entity Structure, and Self-Employment Tax

Influencers and content creators face a unique tax situation because their income typically comes from multiple sources (brand deals, sponsorships.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for IT Consulting Firms and Managed Service Providers: SSTB Classification, R&D Credits, and Entity Structure

IT consulting firms, managed service providers (MSPs), and technology services companies face a critical tax planning question that determines the value.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Landscaping and Lawn Care Businesses: Equipment Depreciation, Seasonal Income, and Crew Management

Landscaping and lawn care businesses are equipment-intensive, seasonal (in most of the U.S.), and labor-dependent. Landscaping equipment depreciation: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Law Firms and Attorneys: SSTB Classification, Partner Compensation, and Practice Structure

Law firms are explicitly classified as specified service trades or businesses (SSTBs) under IRC 199A, falling within the 'law' category of Treas. Reg.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Law Firms and Attorneys: SSTB Classification, S-Corp Structure, Trust Accounting, and Retirement Plans

Law firms face a tax environment shaped by high income, the SSTB classification under IRC 199A (legal services are explicitly listed as a specified.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Law Firms and Attorneys: SSTB Rules, Retirement Strategies, and Entity Structure Optimization

Law firms and solo attorneys face unique tax planning challenges because legal services are classified as a specified service trade or business (SSTB).

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Manufacturing Businesses: Inventory Methods, Equipment Depreciation, R&D Credits, and IRC 199A

Manufacturing businesses benefit from a uniquely favorable tax position because they combine large equipment depreciation deductions.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Medical and Dental Practice Owners: Entity Structure, Retirement Plans, and Physician-Specific Strategies

Medical and dental practice owners are among the highest-earning small business owners in the country, with average net incomes of $250,000-$500.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Medical and Dental Practices: Entity Structure, Equipment, and Retirement Strategies

Medical and dental practices have unique tax planning opportunities that most general business guidance does not cover.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Medical Practices and Physicians: Entity Structure, Equipment Depreciation, and Locum Tenens Income

Medical practices and physician-owned businesses face a distinctive tax planning challenge because healthcare services are classified as a specified.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Nonprofits with Taxable Activities: UBIT, Taxable Subsidiaries, and Unrelated Business Income

Nonprofit organizations that generate income from activities unrelated to their exempt purpose are subject to the unrelated business income tax (UBIT).

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Pet Grooming, Boarding Kennels, and Dog Daycare: Facility Depreciation, Service Revenue, and Entity Structure

Pet care businesses (grooming salons, boarding kennels, dog daycare facilities. Pet care business depreciation:. Covers key rules, filing requirements,.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Photography and Videography Businesses: Equipment Depreciation, Copyright Income, and Creative Business Deductions

Photography and videography businesses are equipment-intensive creative enterprises where the primary tax planning opportunities center on aggressive.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Physicians and Medical Practices: S-Corp Structure, Retirement Plans, and SSTB Considerations

Physicians and medical practice owners face a tax environment shaped by high income (average physician income ranges from $250,000 for primary care.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Private Equity Fund Managers: Carried Interest, IRC 1061, Management Fees, and Fund Structure

Private equity and investment fund managers face a unique tax landscape that revolves around two income streams. Fund manager compensation structure: |.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Professional Athletes and Entertainers: Multi-State Filing, Loan-Out Companies, and Income Timing

Professional athletes, entertainers, musicians, and other high-profile performers face unique tax challenges that ordinary business owners.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Professional Athletes, Entertainers, and Performing Artists: Multi-State Filing, Image Rights, and Career-Span Income Management

Professional athletes and entertainers face a tax environment that is unlike any other profession because their income is (1) extremely high.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Professional Services and Consulting Firms: SSTB Strategies, Entity Optimization, and Fee Structuring

Professional services and consulting firms (management consulting, marketing agencies, financial advisory, accounting firms.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Professional Services Firms: Attorneys, Consultants, and Advisors

Professional services firms (law firms, consulting practices, advisory firms. SSTB impact on professional services firms:.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Property Management Companies: Fee Income, Expense Allocation, and Entity Structure

Property management companies collect management fees (typically 8-12% of gross rent for residential. Property management revenue streams: | Revenue.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Restaurants and Food Service Businesses: FICA Tip Credit, QIP, and Industry-Specific Deductions

Restaurants and food service businesses have access to several tax benefits that are either unique to the industry or particularly valuable for food.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Restaurants, Breweries, and Wineries: FICA Tip Credit, Inventory Accounting, and Equipment Depreciation

Food and beverage businesses operate under a specialized set of tax rules that create both unique deductions and compliance requirements.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for SaaS and Software Companies: R&D Credits, IRC 174 Capitalization, and Revenue Recognition

Software and SaaS companies face a unique combination of tax rules that differ significantly from traditional businesses.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Staffing Agencies and Temporary Employment Services: FICA, FUTA, and PEO Structures

Staffing agencies and temporary employment services face a unique tax burden because their primary cost is labor. Staffing agency payroll tax costs (per.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Tattoo Studios, Piercing Shops, and Body Art Businesses: Booth Rental, Supply Deductions, and Entity Structure

Tattoo studios and body art businesses operate on a model similar to hair salons. Tattoo studio business models:. Covers key rules, filing requirements,.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Trucking and Transportation Companies: Per Diem, IFTA, Equipment Depreciation, and Entity Structure

Trucking and transportation businesses operate under a unique tax framework that combines heavy equipment depreciation. Covers key rules, filing.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Trucking Companies and Owner-Operators: Per Diem, Equipment Depreciation, and IFTA

Trucking companies and owner-operators have unique tax planning opportunities that differ significantly from other industries.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Trucking Owner-Operators: Per Diem Deductions, IFTA Fuel Tax, Equipment Depreciation, and Lease-Purchase Agreements

Trucking owner-operators (independent contractors who own or lease their truck and haul freight under their own authority or leased to a carrier) have one.

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Veterinary Practices: Equipment Depreciation, Entity Structure, and Retirement Plan Strategies

Veterinary practices share many tax characteristics with human healthcare practices, including the SSTB classification under IRC 199A(d)(2).

Sep 5, 2026
Small Business & Bookkeeping

Tax Planning for Wedding Planners and Event Planning Businesses: Vendor Payments, Deposit Handling, and Seasonal Income

Wedding and event planning businesses face unique tax challenges because of the timing mismatch between collecting deposits (often 6-18 months.

Sep 5, 2026
Small Business & Bookkeeping

Tax-Exempt Organizations: IRC 501(c)(3) Formation, Compliance, and UBIT Rules

Tax-exempt status under IRC 501(c)(3) provides significant benefits including exemption from federal income tax. Types of tax-exempt organizations: | IRC.

Sep 5, 2026

Other topics