Business Details
8 Years
experience
Trusted Accounting & Tax Services for Trucking Professionals in Omaha
Larsen & Associates has been a trusted provider of accounting, tax, and financial planning services since 2018, specializing in the unique needs of the trucking industry. Our team combines over 70 years of cumulative experience in tax preparation, business incorporation, and payroll management, serving owner-operators, company drivers, and small businesses. We prioritize continuous education on industry-specific tax regulations to ensure clients receive accurate, up-to-date guidance. Our services include quarterly tax filings, financial statement preparation, and incorporation support, tailored to maximize deductions and compliance. With a client-centric approach, we aim to simplify financial responsibilities so clients can focus on operational success.Our professionals, including a licensed attorney and seasoned accountants, provide personalized support for complex tax scenarios, business structuring, and retirement planning. We maintain a deep understanding of state and federal tax requirements, particularly for Nebraska-based businesses and truckers nationwide. Our commitment to transparency and expertise has established us as a reliable partner for financial management in the transportation sector. We offer dedicated payroll services and specialized tax solutions for both Werner and non-Werner affiliated drivers. Backed by decades of experience and a focus on the trucking industry, we deliver comprehensive financial support designed to enhance client success.
Services
Bookkeeping
Tax Preparation
Incorporation
Financial Planning
Payroll Services
Details
- Year established: 2018
Highlights and features
- We have over 70 years of combined experience in trucking industry accounting.
- Our team includes a licensed attorney specializing in tax compliance.
- We offer tailored payroll and tax filing services for owner-operators.
- We specialize in Nebraska tax applications and Heavy Road Use Tax forms.
- Our professionals provide incorporation and business structuring guidance.
Services
Sole Proprietorship Accounting
We prepare monthly financial statements and quarterly tax deposits for independent truckers. Our team handles federal/state income tax returns and Nebraska tax applications. This service ensures compliance with Heavy Road Use Tax (Form 2290) requirements while maximizing deductible expenses.
Corporation Accounting
We manage payroll forms (941, W2), quarterly tax deposits, and annual reconciliations for trucking companies. Our experts prepare corporate tax returns and Domestic Occupation Tax Reports. This service supports compliance with federal and state regulations for incorporated businesses.
Incorporation Services
We assist with LLC setup, partnership agreements, and tax ID applications (SS4/2553). Our team handles annual meeting requirements and ownership transfers. This service provides legal structure guidance and tax optimization for new trucking businesses.
Payroll Services
We process payroll tax filings (940, 941) and prepare W2/W3 forms for trucking companies. Our team handles state unemployment and withholding reconciliations. This service ensures accurate employee tax reporting and regulatory compliance.
Tax Preparation
We prepare individual and corporate tax returns with expertise in trucking industry deductions. Our team addresses IRS issues and provides tax planning strategies. This service covers state/federal compliance and specialized forms like Form 2290 for heavy vehicle operators.
People
Jim Larsen
Founder
Graduated from University of Nebraska in 1980, worked at KPMG before founding his practice in 1987. Specializes in trucking industry tax services and has partnered with Werner Enterprises since 1993.
Doug Kozeny
Tax Attorney
Licensed in Nebraska and U.S. Tax Court, Doug holds a Juris Doctor and Accounting degree. He focuses on tax compliance, IRS issues, and business transactions for trucking clients.
Tracy Grell
Accountant
Joined Larsen in 2000 after graduating from University of Nebraska. Specializes in tax planning and preparation with 20 years of experience supporting trucking industry clients.
Janice Dube
Tax Specialist
Has worked with Larsen since 1991, focusing on individual income tax and business payroll tax. Combines decades of experience with personalized client support for trucking professionals.
Kelsey Richards
Administrative Assistant
Serves as primary client contact, answering tax questions and coordinating support. Applies her psychology background to enhance client communication and service delivery.
Questions
What accounting services do you offer for truckers?
We provide monthly financial statements, quarterly tax deposits, and Heavy Road Use Tax filings tailored to owner-operators and company drivers.
Do you handle both individual and corporate tax returns?
Yes, we prepare individual and corporate federal/state income tax returns, including W2/W3 forms and annual payroll reconciliations.
Can you assist with business incorporation?
We offer LLC setup, partnership agreements, and tax filing assistance (SS4/2553) for new trucking businesses.
Are trucking-related expenses deductible?
Necessary operational expenses like fuel, maintenance, and tolls may be deductible if not reimbursed by your employer.
