Service calls, install jobs, maintenance agreements, and EPA rules — refrigeration and HVAC mixes every revenue type a trade can have.
Prepaid maintenance plans are deferred revenue with scheduled recognition — and a goldmine when tracked right.
Regulated refrigerants and van stock need tracking for both compliance and profit.
In NY, qualifying capital improvement installs differ from taxable repairs — every ticket needs the right call.
Every legitimate deduction you're entitled to — captured, documented, and defended. Here's where we look first:
New system installs often qualify as capital improvements (ST-124, exempt); repairs and maintenance are taxable. We build the logic into your invoicing.
Payment upfront, revenue spread over the contract. We set the schedule so your books stay accurate.
Yes — tagging callbacks separately shows their true cost and protects your margins.
This guide is general education, not individualized tax or legal advice — your situation is unique, which is exactly why the first call is free.
Free consultation — English y Español. We already know your industry.