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SM Accounting

  • Accounting Built for Trades and Contractors

    Accounting Built for Trades and Contractors

    Bookkeeping, tax filing, and financial reporting for plumbers, electricians, HVAC technicians, roofers, painters, and contractors who want their financials handled right.
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You Didn't Start Your Business to Deal With This.

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"I'm busy every day but never know if I'm actually making money on my jobs"


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"I have no idea what I owe in taxes until my accountant tells me at year end"


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"My accountant files my return once a year and I don't hear from them again"


Who This Is For

We work with independent tradespeople and small contracting businesses who are serious about getting their finances under control. Whether you're a solo operator or running a small crew, we handle the books and taxes so you can focus on the work that actually pays the bills.

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Plumbers, electricians, and HVAC technicians

Roofers, painters, and flooring contractors

Landscaping and lawn care businesses

General handymen and renovation contractors

Solo operators and small crews

What's Included

Bookkeeping

  • ​Transactions categorized and reconciled every month
  • Business and personal finances cleanly separated
  • QuickBooks Online managed on your behalf
  • Clean books delivered without you lifting a finger

Tax Filing

  • ​
    Federal and state business tax return
  • Personal tax return
  • Estimated tax calculations so you're never caught off guard
  • Proactive tax planning so a good year doesn't turn into a surprise tax bill

Business Insights

  • Financial reports covering revenue, expenses, and net profit
  • Key metrics tracked and tailored to your business
  • Know how your business is performing on a regular basis
  • Quarterly business review call on mid and high tier plans
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Why Us?

Most accountants are comfortable with businesses that have predictable monthly revenue and simple books. Trades businesses are different. Income comes in job by job. Customers pay late. Slow seasons hit hard. And the tax bill at the end of a good year can feel like a gut punch if nobody planned for it.


We have worked with trades and contracting businesses and we understand the financial reality of running one. Before starting S.M. CPA & Accounting I spent over 10 years in accounting across Big 4 public accounting and as a finance hire inside a growing business. That experience shapes how we approach every client in this space.


We are not here to show up in April and disappear. We are here year-round.


FAQs

Absolutely. We assess the cleanup scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we are catching up on. Once everything is clean you move onto your flat monthly plan.

For most businesses, yes. Your business tax return depends on accurate income, expenses, assets, liabilities, owner contributions, distributions, and other financial activity. Clean bookkeeping makes tax filing easier and helps avoid missing important information.

Yes. Tax-only services are available for individuals and businesses with complete and organized records. If your books need cleanup, catch-up, or correction before the tax return can be prepared, we can help with that work at an additional rate.

Yes. This is one of the most common situations we see. We'll assess the scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we're catching up on. Once everything is clean you move onto your flat monthly plan.

You'll receive regular financial reports covering profit and loss, cash flow, and the key metrics that matter to your business, so you always know where you stand, not just at year end. See Pricing for more details. 

We prepare key US personal and business tax forms, including Form 1040 for individuals, Form 1120-S for S corporations, Form 1120 for C corporations, and Form 1065 for partnerships and multi-member LLCs.


We can also assist with additional forms when required, including Schedule C, Schedule E, Schedule D, K-1 reporting, 1099 filings, FBAR, Form 8938, Form 5471, Form 1116, and more.


Book a call to confirm which forms are needed for your situation.

Book a call and tell us about your business, entity type, transaction volume, number of accounts, and tax filing needs. We will recommend the right bookkeeping, tax, or bundled package. Book a Call with us today. 

Let's Take the Books Off Your Plate

Book a free 30-minute discovery call. We will look at where your finances stand today and put together a plan so you can stop worrying about your books and get back to running your business.

Book a Call