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Book a consultation
Tell us how you run — owner-operator or a small fleet — and where IFTA, per diem, or the books usually fall behind.
Industries We Serve
Tax, bookkeeping & advisory for owner-operators and fleets.
When you’re on the road, the paperwork shouldn’t fall behind. We help owner-operators and small fleets stay current on IFTA, per diem, highway use tax, and the books that support a clean filing.
Book a consultationOwner-operators and small fleets
How this work usually looks
Trucking has its own compliance calendar: IFTA, Form 2290, and mileage and fuel records that have to be right, not reconstructed later. Income may come from a mix of loads, leases, or a small fleet, and per diem and equipment costs are a large part of the picture.
The goal is a set of books and filings that keep up with the miles, so tax time isn’t a scramble.
As an operation grows from a single truck into a small fleet, payroll, entity choice, and recordkeeping have to grow with it. That is easier to do on a steady rhythm than after a year of catching up.
Tax, bookkeeping & advisory challenges
These are the issues we see most often in trucking.
- IFTA reporting across the states you run
- Per diem and other travel-related deductions
- HVUT Form 2290 and other highway use requirements
- Mileage, fuel, and maintenance tracking
- Owner-operator vs. small-fleet bookkeeping and estimated taxes
- Entity and payroll questions as a second truck or a small team is added
How Cornerstone helps
We tailor tax planning, bookkeeping, entity setup, and compliance to this work.
- Bookkeeping that captures loads, fuel, mileage, and equipment costs as you go
- Tax planning and compliance for IFTA, Form 2290, per diem, and the annual return
- Entity setup and payroll support if you’re growing from a single truck into a small fleet
- Advisory on estimated taxes and recordkeeping that holds up if you’re asked for support
How we help across tax, bookkeeping & advisory
The work is tailored to this industry, with a consistent point of contact and a plan that runs through the year — not only at filing time.
Tax
Filings and planning that match the way the miles actually run.
- IFTA reporting across the states you operate in
- HVUT Form 2290 and other highway use requirements, kept on the calendar
- Per diem and travel-related deductions supported by the records
- Estimated taxes and the annual return planned around an uneven year on the road
Bookkeeping
Books that keep up with loads, fuel, and equipment — not a year-end catch-up.
- Monthly bookkeeping for loads, leases, and operating income
- Fuel, mileage, and maintenance tracked as you go
- Equipment and truck-related costs recorded so deductions have a clean base
- A consistent close, even when you’re not in the office every week
Advisory
Help as the operation stays a single truck — or starts to grow.
- Cash-flow and estimated-tax planning around an uneven year
- Entity and payroll support when you add a truck or a small team
- Recordkeeping habits that hold up if a filing or deduction is reviewed
- A consistent point of contact who can keep the paperwork from falling behind
What working with us looks like
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Get a clear plan
We’ll outline how tax, bookkeeping, and advisory should cover the miles, the filings, and the equipment.
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Stay current through the year
From there we keep the books and the compliance calendar current, so tax time is not a scramble.
Ready to talk through your situation?
Book a consultation and we’ll look at how tax, bookkeeping, and advisory should work for you.
Book a consultation