Peak Trucking Consultants

Our Mission

We are here to provide real world assistance in helping owner operators more efficiently operate their business, and keep as much of their hard earned money as possible. You can rely on us for proven best practices from our industry experience and knowledge. We provide, business consulting, accounting, bookkeeping, and tax preparation services.

"The hardest thing in the world to understand is the income tax."

Albert Einstein

The information on this web site is for general guidance only. This general information is provided to represent a good faith effort to provide accurate and complete tax information. The information provided herein should not be used as a substitute for consultation with professional advisers. Every situation may be unique, please contact us to discuss your particular situation.

End of The Year Tax Preparation

1. Request a tax organizer here. You may either download the tax organizer, or
    request one be mailed to you with prepaid pre-addressed envelopes to return it.
    Using these envelopes may minimize mailing errors.

2. Sign the Peak Trucking Consultants Services Agreement. This makes our
    relationship official and allows us to work for you.

4. Sign the payment authorization for letting us know how you want to pay.

3. Complete the tax organizer as best you can. You need you to fill this out as
    best you can. As always please call if you have any questions.

4. Mail all of these documents, with any necessary supporting information such as
     equipment purchases, profit and loss statements, W-2s, 1099's, Interest
     statements etc. If we did not prepare the previous years tax return, we need a
     copy of your last tax return.

5. We will review the tax organizer once received. If we have questions or need
    additional information we will contact you. You will only be contacted by the
    person assigned to your return.

6. Once we have all of the required information we will process your return.

7. When completed we will call you with the results of your return, and either
     electronically file your return, or mail you a copy to be filed.

8. We will mail back any information you provided in the preparation of your return,
     as well as copies for your records.