Licensed in Illinois and able to practice in other states

Accounting for Truck Drivers

Our expert accounting and tax management services allow you to focus on trucking for profit. Steering clear of IRS audits is not the only reason to practice good management of the financial side of trucking. There are also the tax planning benefits that professionally prepared financial statements bring to your business.

Whether you are a local truck driver here in the Chicagoland area, or you travel out of the state of Illinois and throughout the United States, Customized Enterprises, LTD. can help your  tax planning needs.

There are a few simple steps to assure your trucking business is a success:

• First, you will meet with us to evaluate what accounting and tax services you require. We can then discuss our fees and collect preliminary information on you and your company.
• We will set up your trucking business in our accounting software. We will create a customized chart of accounts that are specific to your business and the trucking industry. We will explain the financial and business management side of your trucking business, as well as provide you with an understanding of Income, Profit, Expense, Asset, and Liability Accounts.
• You will send us your income and expense information every month using summary worksheets we provide. (We don’t need your documentation, only your totals). You can send the completed worksheets to us by fax, e-mail, courier, UPS, FedEx, or registered mail.
• We will collate and classify the financial information you provide and enter this information into our accounting software.
• We will also prepare the following reports and forms for you if applicable:
  • Monthly and quarterly income statements
  • Third quarter year-end tax planning report projections and consulting
  • Year-end financial statements and tax returns
  • All federal and state forms

Our trucking services will help your business succeed. We will be your trusted business advisor while you are on the road and give you peace of mind so you can focus on your truck driving career.  Remember, the job is not complete, until you are satisfied!

What Sets Us Apart from General Accountants

We know trucking isn’t like other businesses — your expenses, tax deductions, and income streams are unique. While most accountants provide cookie-cutter solutions, we deliver services that are tailored to the trucking industry. That means:

• You won’t waste time explaining how your business works
• You’ll get a customized chart of accounts specific to freight and logistics
• We’ll help you plan for taxes well in advance, not just at year-end
• You’ll receive financial reports that make sense — even if you’re not a numbers person

We understand the pace and pressure of life on the road, which is why our systems are designed for simplicity, speed, and clarity.

Our Streamlined Approach for Busy Truckers

Personalized Onboarding

We begin by understanding your business structure, driving routes, and tax situation. Based on this, we tailor our accounting setup to reflect your operational and financial reality.

Easy Monthly Reporting
You’ll receive simple summary templates to report income and expenses — no shoeboxes full of receipts, no unnecessary paperwork. You submit totals; we handle the rest.

Real-Time Financial Insight
We don’t just keep your books — we give you valuable insights through monthly and quarterly statements, helping you monitor your performance and prepare for tax season with zero surprises.

Tax Planning That Works for You
As the year progresses, we proactively review your records and project your tax liability. This helps you take advantage of deductions, avoid penalties, and plan ahead.

Year-End Filing with Full Compliance
We prepare your federal and state returns, along with any required forms. You get clean, audit-ready financials and expert support every step of the way.

The Financial Pitfalls We Help You Avoid

Without expert guidance, truck drivers often miss out on major deductions and run into preventable compliance issues. Here’s how we help you avoid common missteps:

• Misreporting travel expenses and per diem allowances
• Overlooking maintenance and fuel write-offs
• Failing to plan for self-employment or quarterly taxes
• Not keeping clean profit/loss records for financing or audits

As part of our taxpayer support services in Palatine, Illinois, we work as an extension of your business — anticipating problems, maximizing deductions, and giving you total clarity around your finances. Whether you’re filing in-state or managing multi-jurisdictional obligations, we make sure no detail gets missed.