Trucker Tax Service

What Trucker Tax Service does

Trucker Tax Service (TTS), founded in 2007 and headquartered in Fort Wayne, Indiana, is a privately-held professional services firm providing tax preparation, financial tracking, payroll, incorporation, and CFO services exclusively to the U.S. trucking industry. The company segments its offerings around three primary driver categories — Owner/Lease Operators (1099 contractors, $525 one-time tax prep), Corporate Clients (S Corp/C Corp/multimember LLCs, $800 total), and Company Drivers (W-2 employees, $250) — and supports them with trucking-specific expertise in IFTA, HVUT, and IRP compliance that generalist accountants typically lack. Its product portfolio includes two software-enabled subscription services: Truckers Auto Ledger (TAL, $250/month), a QuickBooks-integrated platform that ingests bank, card, and settlement-statement data to generate real-time Profit & Loss statements, and the Truckers Advantage Program (TAP, $75/month), a mobile app paired with unlimited phone access to in-house tax consultants and CPAs. Additional services include tax extensions ($100), past tax reviews ($100), incorporation ($300 + $199/month), payroll ($75 setup + $75/month), CFO services for high earners (>$250K annually), and IRS audit representation.

TTS operates a self-serve / sales-led GTM with nationwide remote delivery optimized for over-the-road drivers who cannot easily visit physical offices — customers enroll online via tax organizer forms, with support accessible through phone (888-799-1099), text, fax, and email. Marketing relies primarily on its website (including a deductions reference, IRS resource links, and downloadable tax organizers for tax years 2015-2025) rather than paid acquisition, and distribution is supplemented by a strategic partnership with Rubber Duck bundling TTS services into fleet-owner financing packages. The business model combines seasonal one-time tax preparation fees with an expanding base of monthly recurring subscriptions and adjacent professional services, generating revenue from a long-tail of individual drivers and small fleets rather than a concentrated enterprise book. The firm employs 11-50 people, has no disclosed outside funding, and competes on domain specialization, multi-year client data continuity, and a remote-first delivery model tailored to mobile drivers.

Name

Trucker Tax Service

Legal name

Trucker Tax Service, Inc

Website

https://truckertaxservice.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Trucker Tax Service is a privately-held U.S. professional services firm that provides specialized tax preparation, bookkeeping, payroll, and CFO services exclusively to over-the-road truck drivers, including owner-operators, corporate drivers, and W-2 company drivers, delivered via a nationwide remote model supported by QuickBooks-integrated tracking tools.

Ownership category

akta.pro rank

Product category

Trucking Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Payroll Services (541214), Other Accounting Services (541219)

SIC

Services-Management Services (8741)

akta.pro primary industry

Fleet Tax & Regulatory Reporting (IFTA/IRP, VAT/GST Fuel Reclaims) (TLABAMAH)

akta.pro secondary industry

Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Trucking tax preparation
• Owner operator taxes
• Driver tax services
• Fleet bookkeeping services
• Trucker payroll services

Headquarters

HQ city

Fort Wayne

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Truckers Advantage Program (TAP): Monthly subscription at $75.00 providing unlimited phone access to tax consultants, CPA support, business tracking app, and reduced year-end tax prep fees.
2. Truckers Auto Ledger (TAL): Monthly subscription at $250.00 for automated financial tracking and Profit & Loss statement generation, powered by QuickBooks integration.
3. Tax Preparation Services: One-time fees for annual tax return preparation: Company Drivers $250, Owner Operators $525, Corporate Clients $800 total ($590 corporate + $210 individual).
4. Additional Professional Services: Extensions ($100), Past Tax Review ($100), Incorporation ($300 one-time + $199/month), Payroll ($75 setup + $75/month), CFO Services (custom pricing), IRS Audit Assistant (contact for info).
5. Rubber Duck Partnership: Bundled service package for Rubber Duck clients including Personal Tax Preparation, Corporate Tax Preparation, Business Tracking App, Payroll, Incorporation, CFO Services, and 2290 Filing.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Trucker Tax Service prepares federal and state income tax returns for over-the-road truck drivers, owner operators, and trucking-related corporate entities. The firm also provides trucking-specific bookkeeping, payroll processing, business incorporation, IRS audit representation, CFO advisory, and ongoing tax planning. All services are delivered remotely via phone, text, and secure document upload.

Product overview

Trucker Tax Service offers a portfolio of tax preparation and financial services specifically designed for over-the-road truck drivers. The core offering includes specialized tax preparation services for three driver categories: Owner/Lease Operators ($525.00), Corporate Clients ($800.00), and Company Drivers ($250.00). Supporting these are two key software-enabled services: Truckers Auto Ledger (TAL, $250/month) provides automated financial tracking and Profit & Loss statements powered by QuickBooks; Truckers Advantage Program (TAP, $75/month) offers a business tracking app with unlimited access to tax consultants including CPA. Additional services include tax extensions, past tax reviews, CFO services, incorporation assistance, IRS audit representation, payroll services, and a Rubber Duck Advantage Program sub-brand. The company serves both W2 employees and 1099 contractors/corporations in the trucking industry.

Differentiator

Problem solved

Functional benefit

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Rubber DuckcoreStrategic or Co-development PartnerRubber Duck partnered with Trucker Tax Service to provide comprehensive tax solution services for their Fleet Owners and OTR drivers. TTS provides bundled services including Personal Tax Preparation, Corporate Tax Preparation, Business Tracking App, Payroll, Incorporation, CFO Services, and 2290 Filing as part of Rubber Duck's service offerings.
• QuickBookscoreTechnology or IntegrationTruckers Auto Ledger (TAL) service is powered by QuickBooks integration. TTS uses QuickBooks to record and categorize every transaction in real time, providing automated Profit & Loss statements for trucking business customers.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Keeper Tax: AI-powered tax filing and expense-tracking app for 1099 workers, freelancers, and gig economy participants. Targets the same owner-operator and independent contractor segments as TTS with a tech-first, lower-cost alternative.
• Bench: Subscription bookkeeping service for SMBs combining software with a dedicated bookkeeper. Offers a similar product experience to TAL and targets overlapping 1099/owner-operator segments, though without trucking-specific tax compliance depth.
• Block Advisors (H&R Block): H&R Block's small business bookkeeping, payroll, and tax services arm. Directly competes with TTS's TAL and Payroll products at the small-business layer, leveraging the H&R Block brand and distribution scale.
• Pilot: Tech-enabled bookkeeping and accounting service for small businesses, including contractor and 1099 populations. Closest comparable to TTS's TAL service in product mechanics — monthly subscription bookkeeping with a dedicated team — though Pilot serves a broader horizontal SMB market rather than trucking.

Broad incumbents

• H&R Block: Largest US retail tax preparation chain offering personal and small business tax filing. Competes with TTS for the same OTR driver customers seeking in-person or assisted tax services, but lacks trucking-specific specialization in IFTA/HVUT/IRP compliance.
• Jackson Hewitt: National retail tax preparation franchise competing directly with H&R Block for individual and small business tax customers, including truck drivers. Offers generalist services without trucking-specific regulatory expertise.
• Liberty Tax: Franchised tax preparation chain serving individuals and small businesses. Competes with TTS for walk-in and assisted tax preparation customers in the same SMB/individual demographic, without trucking vertical specialization.
• TurboTax (Intuit): Dominant DIY tax preparation software from Intuit. Serves many of the same W-2 company drivers and 1099 owner-operators that TTS targets, offering a much cheaper self-serve alternative — particularly relevant given TTS's QuickBooks integration is also Intuit-owned.

Others

• Motive: All-in-one operations platform for trucking and logistics (formerly KeepTruckin). Adjacent ecosystem player serving the same fleet owner and OTR driver customer base as TTS, with potential as a future channel partner or feature competitor in trucking financial services.
• Samsara: Connected operations platform for fleet management, telematics, and asset tracking. Targets the same trucking customer base as TTS, representing an adjacent technology platform that could bundle financial services or partner with tax/prep providers like TTS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/truckertaxjim
• Facebookfacebook.com/Truckertaxservice
• LinkedInlinkedin.com/company/trucker-tax-service--fort-wayne

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trucker Tax Service