Free download · The Contractor’s Tax Flow Toolkit
Free: The Contractor Tax Flow Checklist
The whole 4-part Tax Flow system on one page you can pin up in the shop or truck, plus three plain-English pages that walk you through it one section at a time. Enter your first name and email and your download link appears on the next screen. No waiting, no hoops.
From Steve Padgett, CPA, author of Tax Flow for Contractors
What you get
- The Contractor Tax Flow Checklist: A 4-page PDF. Page 1 is a pin-up sheet for the shop or truck; pages 2 to 4 walk through the 4-part Tax Flow system: Cash Flow Buckets, Owner Pay, Estimates & Quarterlies, and Clean Books.
- More tools from the book are on the way. Get the checklist now and you’ll be first to hear when they’re added.
Inside the checklist
- Your “TAX: do not touch” account (the book’s Tax Flow Reserve), and the routine that keeps it funded every time a customer pays
- Why money in the bank isn’t profit, and the weekly 10-minute money check that shows you the real number
- S corp owner pay basics: a reasonable salary through payroll first, then distributions on a schedule
- Your quarterly estimate calendar, and what to do when a big job closes or a quarter runs slow
- The monthly close that gets your books “clean enough for good tax planning”
- Truck, equipment, and retirement-plan questions to take to your tax advisor before December 31
- Washington-specific items: B&O, sales tax, and L&I
