Housecall Pro Tax FAQ's

Housecall Pro Tax is a tax service built specifically for home-service Pros. You’re paired with a dedicated tax advisor who understands your industry and works with you year-round, combining proactive tax guidance with accurate filing when it’s time to submit. Your advisor prepares and files your federal and state business tax returns, as well as your personal return if needed. HCP Tax is available as an add-on for Housecall Pro Accounting customers.

HCP Tax is for HCP Accounting customers who want a trusted tax expert in their corner, not just at tax time, but all year long. It’s built for Pros of all sizes and trades, whether you’re just getting started or growing fast.

If you’ve ever wondered how to maximize deductions, what actually counts as a write-off, or whether an S-corp makes sense for your business, HCP Tax is here to help. Your advisor helps you make these decisions throughout the year, so filing season is the result of ongoing guidance, not a one-time handoff. And because support is available year-round, you can reach out anytime, without long waits, if you get a letter from the IRS, have a quick tax question, or need guidance on your next move. Think of it as having a tax pro on your team who knows your business and is always there when you need them.

Yes. Your HCP Tax advisor can help you determine if an S-corp election makes sense for your business and guide you through the steps to make the election correctly. If you’d like hands-on support, we also offer an add-on service where we handle the S-corp election paperwork for you. If you’re already an S-corp, our team can routinely work with you to review your Reasonable Compensation and ensure ongoing compliance.

We handle business income tax returns for home-service Pros, including federal and applicable state filings. We also offer personal income tax returns for all owners for an additional cost. The same team that advises you throughout the year is involved in preparing and reviewing your returns, so nothing gets lost at filing time.

Every return is prepared and reviewed by credentialed tax professionals, including CPAs or Enrolled Agents. Your work is never handled solely by software or automation.

HCP Tax is not just software or AI-driven. You work with a dedicated tax advisor who understands your business and industry and helps you make smarter decisions year-round.

HCP Tax is an add-on for our HCP Accounting customers and can be quickly and easily added to your account, so you don’t have to wait to get started.

Yes. We can help review prior-year returns and guide you through the next steps if anything needs to be corrected or cleaned up. Our tax advisors can also prepare and file prior-year returns for an additional filing fee.

You can connect with your dedicated tax advisor by phone, Zoom, or chat. You can schedule as many meetings as needed, and we don’t charge by the hour or cap the number of meetings. We respect your time and prioritize responsiveness, so you can get answers when you need them, without repeated follow-ups or long wait times.

We’re fully integrated with HCP Accounting and coordinate with you to upload any prior year financials and tax returns directly to our secure tax document portal to ensure consistency year over year.

We advise on equipment and vehicle purchases, reasonable compensation, entity structure, owner draws, benefits plan options for owners or teams, and even long-term succession strategies.

Yes. Your data is encrypted and only accessible to professionals directly involved in your tax work.

Yes, and that’s our focus. Return prep is just the final step in a year-round strategy to lower your tax bill and grow your business.

Your Tax advisor helps remind you of upcoming estimated tax deadlines and advises on how much should be paid each period, and can walk you through how to remit the payments or schedule the payments directly to the IRS.

The HCP Tax team will never have access to your funds or move money on your behalf, in keeping with secure financial best practices to make sure your money stays safe!