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From choosing the right entity structure to setting up your books, we help new HVAC companies get the financial foundation right from day one.
We identify every deduction specific to HVAC businesses vehicles, equipment, tools, licensing, and seasonal labour costs and build a year-round strategy to reduce what you owe.
We track job-level profitability so you can see which service types and customers generate the strongest margins and price your work accordingly.
Equipment financing, business loans, and lines of credit all affect your cash flow and tax position — we help you manage debt strategically rather than reactively.
Clean, current books delivered every month with reports that show exactly how your HVAC business is performing, so decisions are based on real numbers, not guesswork.
Most HVAC businesses are underpriced without realising it. We help you understand your true cost per job so you can set rates that protect your margins and support growth.
Acquiring another HVAC company or buying out a partner? We model the financial impact, advise on structure, and make sure the tax treatment of the transaction works in your favour.
Year-round access to a CPA who knows your business — for hiring decisions, pricing changes, equipment purchases, or any financial question that comes up while you are running the company.
If you run an HVAC business, you have probably worked with a CPA who only shows up in April — and goes quiet the rest of the year.
At Adam Traywick, we do things differently. We stay in touch year-round, not just when it is time to file. We check in, we plan ahead, and we respond when you reach out. We also limit how many clients each advisor works with — so you are not just a name in a spreadsheet. You get real attention, real strategy, and real tax savings all year long.
We’re able to save HVAC businesses thousands of dollars in tax savings when they switch to Adam Traywick due to our extensive experience in the industry.
Fleet vehicles and mileage, HVAC tools and equipment (including Section 179 expensing for large purchases), refrigerant and parts inventory, licensing and certification fees, uniforms and safety equipment, continuing education, a home office for owner-operators, and subcontractor costs are all commonly deductible. The specifics depend on your business structure — we make sure every applicable deduction is captured and documented correctly.
HVAC revenue is heavily seasonal in Texas — summer cooling season and winter heating calls create peaks and valleys that affect cash flow, payroll capacity, and quarterly tax payments. We model your seasonal patterns into your financial plan so slow periods are anticipated rather than survived, and estimated tax payments are sized to match your actual income rather than a flat projection that does not reflect how the business earns.
For most HVAC business owners generating above $50,000 to $80,000 in net profit, an S-Corp election can reduce self-employment tax liability significantly by splitting income between a reasonable W-2 salary and owner distributions. We assess your current revenue, growth trajectory, and the administrative cost of running payroll before recommending any structural change — and we only recommend it when the savings genuinely outweigh the complexity.
If you’re tired of overpaying taxes, getting generic advice, or chasing your accountant for answers… you’re in the right place.
Schedule a Free Strategy Call and we’ll show you exactly how we’d approach your small business.
