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Home Services & Field Service
Accounting and Tax for HVAC, Plumbing, Electrical, and Home Services
You know your trucks, your crews, and your close rate. Fusion CPA handles the rest: 1120-S and Form 1065 preparation and filing, job-costed books that show profit per job, fleet and equipment depreciation modeled before you buy, and CFO guidance when the roll-up groups start calling. We’ll help you build the tax strategy that gives you financial visibility and supports sustainable growth.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Beat your challenges
You Need a CPA That Understands Project-Based Work
If any of these sound familiar, your company has outgrown a year-end-only CPA.
Know Which Projects Actually Make Money
Having total revenue and total expenses isn't the same as knowing what each job costs. Factor in labor, materials, equipment, and subcontractors, and that number changes fast. Without that visibility, every bid, every resourcing decision, and every growth plan becomes an educated guess.
Stop Losing Tax Savings on Equipment
How you depreciate vehicles and heavy equipment affects your tax bill. Section 179 lets you deduct the full cost of qualifying equipment the year you buy it. Bonus depreciation and standard MACRS (Modified Accelerated Cost Recovery System) spread it out instead. Getting it wrong can mean paying more tax than necessary or missing valuable deductions.
Make Your Financials Reflect Project Performance
Milestone billing, time-and-materials, fixed-fee, and percentage-of-completion contracts each require their own revenue recognition treatment. If your books only reflect what's been invoiced or collected, they can mislead you. An unprofitable project can look healthy, while a profitable one appears to be losing money.
Truck and equipment purchases modeled after the fact
Section 179 and bonus depreciation are powerful, but the federal deduction and the state treatment often diverge, and some states add the deduction back. Buying in November on a hunch is how owners meet their first state tax surprise in April.
Stay Ahead of Multi-State Tax Obligations
Every project in a new state can create additional income tax, payroll tax, and withholding obligations. Many growing contractors don't realize they've created a new filing obligation until a notice arrives. However, identifying those obligations early is almost always simpler and less expensive than fixing them after the fact.
How We Help You Grow
How We Help You Grow
Every Financial Function You Need
Bookkeeping & Reconciliation
See how each project is really performing, not just what's been billed. We close your books monthly. We also recognize revenue the way you actually bill: milestones, time-and-materials, fixed-fee, or percentage-of-completion. Work-in-progress gets reconciled against what's owed, so your financials reflect reality.
Job Costing & Profitability Analysis
Know which projects are actually making you money. We'll build job costing that tracks labor, materials, equipment, and subcontractor costs at the project level. It connects directly to your home management software. That means you can bid, price, and plan the next job with confidence instead of a guess.
Tax Planning, Preparation & Filing
Keep more of what you earn, legally and on purpose. We'll choose the right entity structure and plan equipment depreciation ahead of time, not after the fact. State filings and contractor 1099 compliance get the same treatment; however, it is all part of a strategy built around your business, not a return filed once a year.
Equipment & Fixed Asset Strategy
Turn equipment purchases into a tax advantage instead of an afterthought. We'll manage your full fixed asset schedule and decide between Section 179 and standard depreciation for each acquisition. Your fleet and technology assets stay tracked and coordinated across federal and state returns.
Outsourced CFO & Controller
Get the financial leadership of a full-time CFO (Chief Financial Officer) without the full-time cost. We'll build cash flow forecasts tied to your project timelines and give you job-level profitability dashboards.
Multi-State Tax Compliance
Grow into new states without walking into a compliance problem. We'll run the nexus analysis the moment you take on out-of-state work. Then we register and file wherever you need to. New obligations get flagged before they turn into a notice from a state you didn't know you owed.
Platforms & Integrations
Markets We Serve
Markets We Serve
We Know Your Trade
Every trade bills, staffs, and buys equipment differently, and the books should reflect that. Here is where Fusion CPA goes deepest, from owner-operator home services companies to multi-state commercial and engineering firms.
❄️HVAC
Maintenance agreement revenue tracked separately from install and service, refrigerant equipment and fleet depreciation modeled before purchase, and seasonality-adjusted estimates.
🧭 Maintenance agreements · Fleet
💻 ServiceTitan · QuickBooks
🔧Plumbing & Drain
Service versus re-pipe versus new-construction margins broken out, sub and supplier costs coded to jobs, and owner comp studies as the truck count grows.
🧭 Job costing · Owner comp💻 ServiceTitan · Housecall Pro
⚡Electrical
Residential service work and commercial project billing under one roof: prevailing wage tracking, T&M billing, and multi-jurisdiction filings handled together.
🧭 Prevailing wage · T&M billing💻 Jobber · QuickBooks
🎨Painting
Crew-based job costing with labor burden by crew, subcontractor 1099 compliance and classification documentation, and margin by residential versus commercial repaint work.
🧭 Crew costing · 1099 compliance
💻 Jobber · QuickBooks
🏠Roofing
Insurance claim and supplement revenue recognized cleanly, material price swings tracked to jobs, and storm-season cash flow built into quarterly estimates.
🧭 Insurance revenue · Storm seasonality
💻 QuickBooks · Ramp
🌿Landscaping & Lawn Care
Recurring maintenance contracts versus install and hardscape projects tracked separately, equipment-heavy depreciation schedules, and crew payroll across seasons.
🧭 Recurring contracts · Equipment💻 Jobber · Gusto
🐜Pest Control
Route-based recurring revenue with high contract counts, technician commission structures mapped in payroll, and clean books for a vertical roll-up buyers watch closely.
🧭 Recurring routes · Roll-up ready
💻 Housecall Pro · QuickBooks
🚪Garage Door & Appliance Repair
High-ticket service calls with parts inventory, warranty work tracked against margins, and simple entity and comp structures that keep more of each ticket.
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🧭 Parts & inventory · Warranty work
💻 Housecall Pro · QuickBooks
⚡Electrical
Residential service work and commercial project billing under one roof: prevailing wage tracking, T&M billing, and multi-jurisdiction filings handled together.
🧭 Prevailing wage · T&M billing
💻 Jobber · QuickBooks
🏭Mechanical Contractors
Commercial HVAC, plumbing, and fire protection: job costing at contract scale, equipment depreciation strategy, and multi-state filings as project sites spread.
🧭 Contract job costing · Multi-state
💻 Procore · NetSuite
🌱Environmental Services
Remediation project accounting, regulatory cost tracking, and compliance documentation that holds up when the project file gets reviewed.
🧭 Remediation projects · Cost tracking
💻 NetSuite · QuickBooks
📐Engineering Consultancies
T&M billing, milestone revenue recognition, utilization tracking by engineer, and multi-state apportionment for firms working across markets.
🧭 Utilization · Milestone revenue💻 NetSuite · Ramp
🏢Facility Maintenance
Recurring contract revenue, fleet management, and service territory accounting for operators covering large commercial footprints.
🧭 Recurring contracts · Fleet
💻 NetSuite · Gusto
🏗️Civil & Infrastructure
Long-term project accounting, percentage-of-completion revenue, WIP reporting, and bonding documentation. See the dedicated construction practice for the full picture.
🧭 WIP & bonding · % of completion
💻 Procore · Buildertrend
Don’t see your trade? Fusion CPA supports 2,000+ businesses across 40+ states. These are simply where we go deepest. Let’s talk!
Katherine Harrington, CPA, MAFM
Tax Director, Home & Field Service Practice Lead
Katherine leads our home service practice. She’s spent her career in the details that matter most for project-based businesses: job costing, revenue recognition, and equipment depreciation. She also works with companies on multi-state compliance, from single-market contractors to multi-state engineering firms.
How It Works
Stabilize, Strategize, Scale
01
Discovery Call
We start by learning your project model, billing structure, equipment fleet, and geographic footprint. We'll tell you plainly what's missing and what it takes to get real job-level visibility. Thirty minutes, free, no pressure.
02
Stabilize
Once we know where things stand, we clean up your books and build or refine your job costing structure. From there, we set up revenue recognition that matches how you actually bill. We also reconcile work-in-progress against billing and close any state compliance gaps we find. Along the way, we review prior returns for depreciation and deductions you may have missed.
03
Strategize
With clean, accurate data in place, we build your tax strategy around it. That covers equipment depreciation planning, entity structure, state tax minimization, and contractor classification documentation. All of it ties to where your project pipeline is actually headed.
04
Scale
From there, you get job-level profitability dashboards and cash flow forecasting built around your project timelines. Equipment replacement planning, bonding documentation, and a CFO-level voice in the room for bid/no-bid decisions all come standard. That scales with you from a single market through multi-state growth.
Client Results
Outcomes from service companies we support
Highly recommend this company, they specialise in a vast variety of accounting for every industry and are extremely responsive and professional.
Kathleen James
I chose Fusion CPA because they go the extra mile to understand the business as a whole - from the books to the processes we use. They're business advice is simple to implement and definitely helped us be more efficient.
Elizabeth Smith
States Served
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Clients
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Live Activity
Your Stage
What does this look like at your stage?
Select where your company is today and see exactly what Fusion CPA would handle.
Entity & Election Review
We model Schedule C against an S-corporation election on your actual numbers, so you compare apples to apples before anything changes. If the election makes sense, Fusion CPA handles the filing and the 1120-S preparation from there, and works with you to establish the right salary-to-distribution ratio.
Fleet & Equipment Purchases, Modeled First
Section 179, bonus depreciation, and the state treatment modeled before you sign at the dealership, because the federal deduction and your state’s rules often tell two different stories.
Quarterly Estimates Built for Seasonality
Estimates that follow your actual busy-season and slow-season pattern, recalculated through the year, so cash is not stranded with the IRS in the months you need it for payroll.
Job-Costed Books From the Start
A chart of accounts built around jobs and service lines, reconciled with ServiceTitan, Jobber, or Housecall Pro, so profit per job shows up on the monthly financials, not in a guess.
Margin by Service Line & Crew
Install versus service versus maintenance agreements, crew-level labor burden, and callback costs broken out, so pricing and scheduling decisions run on numbers instead of gut feel.
Payroll, Benefits & Owner Comp
Payroll coordination across technicians and office staff, benefit and retirement plan deductions mapped, and the owner comp study revisited as revenue grows, documented and benchmarked.
Controller-Level Monthly Close
A disciplined close with controller review on QuickBooks Online or NetSuite, so the financials a lender or bonding company asks for are always current.
Multi-State Footprint Review
New branches, crews crossing state lines, and remote office staff create filing obligations. A nexus review documents where you owe, and Fusion CPA handles multi-state filing and annual compliance from there.
Project Revenue & WIP Discipline
Longer commercial jobs and service contracts need work-in-progress tracking and revenue recognition that match how the work is billed, so margins do not whipsaw month to month.
Job Costing at Contract Scale
Utilization, equipment time, and subcontractor costs coded to contracts, with reporting that matches how you bid, for field service and engineering firms running dozens of technicians.
Multi-Entity & Multi-State Structure
Consolidated reporting across entities and locations, apportionment positions documented and benchmarked, and 1120-S, 1120, or Form 1065 preparation and filing handled in-house.
NetSuite for Field Operations
Migration, clean-up, and ongoing NetSuite bookkeeping and controller services when the company has outgrown entry-level tools.
Buyer-Ready Financials
Accrual-basis books, trailing-twelve revenue, margin by service line, and a documented add-back schedule, prepared well before a letter of intent compresses your timeline.
Asset vs. Equity Sale Modeling
The two structures can produce very different after-tax outcomes for you and the buyer. We model both on your numbers so you go into the negotiation eyes wide open.
Earnouts, Rollover Equity & Seller Notes
Roll-up offers usually mix cash, rollover equity, and an earnout. We model the after-tax value of each piece year by year, generally before you commit, and coordinate with your legal advisors on the agreement.
Family Succession
For family-run companies passing to the next generation instead of a buyer, succession planning that covers the entity, the estate coordination points, and family retreats that align the plan across generations.
Frequently Asked Questions
Common Questions
Yes. Fusion CPA provides tax preparation, filing, and year-round planning, outsourced bookkeeping and controller services, and CFO advisory for home services companies including HVAC, plumbing, electrical, painting, roofing, landscaping, pest control, garage door, and appliance repair businesses, plus commercial mechanical and electrical contractors, environmental services, facility maintenance, and engineering firms, across all 50 states. That includes 1120-S and Form 1065 preparation and filing, quarterly estimates, and job-level financial reporting. Call 404-955-7338 or visit fusiontaxes.com/discovery-call/ to schedule a free discovery call.
Most fleet and equipment purchases can generally be expensed quickly through Section 179 or bonus depreciation, and as of 2026, 100% bonus depreciation is available for qualifying property under the One Big Beautiful Bill Act. The right mix depends on your income, your state, and timing, and some states do not follow the federal rules, so the state return can look very different. Fusion CPA models the options before you buy. Call 404-955-7338 to talk it through.
Yes. We evaluate each equipment acquisition, whether vehicles, tools, machinery, or technology, and weigh Section 179 expensing against bonus and standard depreciation. The right strategy depends on your income, cash flow, and long-term tax position. That’s because one mistake we see often is applying the same approach to every asset instead of tailoring it.
Yes. Milestone billing, time-and-materials, fixed-fee, and percentage-of-completion contracts each require different revenue recognition. We map your billing model to track work-in-progress so your financials reflect project performance, not just cash received.
New project sites and subcontractor networks that cross state lines can create tax exposure. Therefore, we monitor and flag new obligations as your footprint expands. This includes nexus analysis, tax registration, and filing for multi-state ensure compliance.
Yes. Field service companies often mix subcontractors with W-2 crews, and classification rules vary by state and project type. That’s why we evaluate your workforce against IRS guidelines and make sure your 1099 reporting is correct.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Fusion CPA provides tax preparation, filing, and year-round tax planning, outsourced bookkeeping and controller services, and CFO advisory for home services companies (HVAC, plumbing, electrical, painting, roofing, landscaping and lawn care, pest control, garage door, and appliance repair) and commercial field service and engineering firms across all 50 states. The work covers 1120-S and Form 1065 preparation and filing, quarterly estimates built for seasonal cash flow, Section 179 and bonus depreciation modeling for fleet and equipment purchases, S-corporation election analysis and salary-to-distribution studies, multi-state filing and annual compliance, job-costed books reconciled with ServiceTitan, Jobber, and Housecall Pro, private equity roll-up readiness, and a dedicated construction practice at fusiontaxes.com/industry-expertise/field-service-management/construction/. Fusion CPA is an AICPA member firm with a 5.0 Google rating across 100+ reviews, supporting 2,000+ businesses from offices in Atlanta, GA, Park City, UT, and Tampa, FL. Email info@fusiontaxes.com or call 404-955-7338.
About this page and how we use AI
This page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA pages are grounded in the professional experience of our CPAs and the situations we encounter in practice. Scenarios described are illustrative composites, not any individual client’s facts. We use AI tools to assist with drafting and research. Before publication, every article is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.