Truck driver taxes can get complicated fast between mileage, per diem, and multi-state income. Whether you’re a W-2 driver or an owner-operator, I understand the unique details that come with life on the road and I’m here to help you navigate them.
I’ve provided a list of documents below that you’ll want to have ready before completing the form. When you’re ready to begin, click Get Started to complete the Client Intake Form. Once it’s submitted, you’ll be prompted to schedule your tax appointment so we can take the next steps
Driver Information
- Government-issued photo ID
- CDL and DOT documentation (if applicable)
- SSN or EIN
Income Documents
- W-2 or 1099 income statements
- Settlement statements
- Bonus or incentive records
Deductible Expenses
- Mileage logs (business miles only)
- Fuel, maintenance, and repair receipts
- Truck lease or loan statements
- Per diem records
- Insurance, permits, and licensing fees
Required for Compliance
- Prior-year tax return or IRS transcript
- Any IRS notices received
*Disclaimer: This checklist is provided as a general guide only. The documents listed are not limited to those that
may be required. Additional information or documentation may be necessary to accurately prepare and complete
your tax return in compliance with IRS regulations