Attention Home Service Business Owners

If Your Home Service Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

We plan your taxes before December 31st and hand your CPA a clean package, so you don't have to switch.

Book A Strategy Call

Google Reviews

What Business Owners Say About Working With Diane

“They do what they say, and handle my taxes with expert care so I can focus on growing my business. Plus, with Dianne's coaching, I've able to save thousands of dollars a year using legal tax structures.”
SPStephen PrestonGoogle review
“They have been handling my taxes both personal and business for many years, Diane and her team are wonderful at saving me money and I appreciate them.”
GCGlen CareyGoogle review
“From the very beginning, they demonstrated a deep understanding of my financial needs and offered tailored solutions that have significantly benefited my business and personal finances.”
JHJames Henriques & Michael CornellPinnacle Exteriors, Google review
“Her expertise and proactive approach have been instrumental in providing clarity and direction for my business. ... Her dedication to the home service business community is evident in her specialized tax and profit planning.”
JJJosh JenkinsGoogle review
“Adept Business Solutions has truly transformed our business! The value they provide is unmatched, delivering high-quality insights and strategies that have significantly improved our operations.”
CBCory BolsingerGoogle review
“I've had the privilege of working with Adept Business Solutions, whose strategic insights and practical advice have helped me refine my business approach, evaluate our profit margins, and prepare for sustained growth.”
CACiaara AshlieGoogle review
“We have used Adept to do our taxes and our payroll for the last few years. Just recently, we had Shannon help us figure out how to reconcile our accounts on quickbooks.”
NRNicholsons Rain GuttersGoogle review
“THE TEAM at Adept will work tirelessly for you. They've steered us in the right direction and we couldn't be happier!!”
GPGoodDog Pet Supplies PlusGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • You own an HVAC, plumbing, electrical, roofing or other home service company doing $1M or more a year.
  • You started out as a technician and now run crews, trucks and a payroll that has to clear on time.
  • Every spring the tax bill takes the money you'd set aside for a new hire or another truck.
  • Your CPA files on time, but nobody calls you in the fall to talk about what to do before December 31st.
  • Your QuickBooks file is behind or messy, and you're not sure you trust the reports it gives you.
  • You want a team to handle the planning and the paperwork so you can stay focused on the jobs.

This Is Not For:

  • Employees who only need a personal return filed.
  • Home service companies doing under $1M a year.
  • Owners who only want last year's return filed and nothing more.
  • Anyone looking for loopholes or write-offs that can't hold up on paper.

Real Clients · Real Outcomes

What We've Delivered

Two of Diane's clients, from her published case study and tax planning page.

Custom home elevators12-month plan
$56,000
surprise tax bill; now every tax season is funded in advance
Phoenix, AZNearly $5M in revenue

Every tax season is now fully funded before it arrives. It started when a CPA told them they owed $56,000 with three weeks to pay. Diane fixed their QuickBooks categories, set up Profit First accounts and built a 12-month plan.

Shawn & Erin Leary, Celtic Elevators
Prior returnsLast 2 years
$73,000
additional refund from amended returns
2 years of returns reviewedAmendments filed

An extra $73,000 came back to him. Diane's team went back over his previous 2 years of returns, found things worth fixing and filed the amendments.

Tax planning client

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Diane and her team take your taxes off your plate, from the first look at your returns to filing day.

We Review Your Last 2 Returns

We read your business and personal returns from the past 2 years. If something was missed and can still be fixed, we amend it, and one client got an additional $73,000 back that way.

We Check Your Entity And Pay

We look at how the company is set up and how you pay yourself, because in a trades business that's often where the biggest tax dollars sit.

We Line Up Every Write-Off

Trucks, equipment, owner health insurance, retirement contributions and properly categorized expenses: we line up the write-offs a home service company actually has and time them so they count this year.

We Finish It Before Year End

A tax move only counts for 2026 if it's in place before December 31st, so we get the work done during the year, while it can still change your bill.

We Set Up Your Tax Account

Using Profit First, we set up separate bank accounts so a share of every job payment goes straight to taxes, and the bill is already funded when it arrives.

We File Or Hand It Off

Diane is an Enrolled Agent and can prepare your returns herself. If you'd rather keep your CPA, we hand them a clean, documented package so they can claim all of it.

Book A Strategy Call

On The Record

Does It Actually Work?

“
We were honestly flying blind with the financial side of the business and were in a very tough spot when Diane stepped in. In just a few weeks, she helped us understand what was actually happening and gave us a path forward. ... Diane is incredibly detailed, thorough, patient, and most importantly, she follows through and gets things done.
A
Artem
Foremost Exteriors
“
Profit First was the turning point. Since then, every tax season has been funded in advance. ... Now decisions are fast and confident, and our profit margins beat industry standards.
SE
Shawn & Erin Leary
Owners, Celtic Elevators
“
The concept of taking your profit up front as we get paid for jobs is a game changer. This concept alone is worth the price of the class!
J
James
Pinnacle Exteriors in PA
“
... we spotted $15,000 in profits leaking from our business. We not only got a huge ROI on our investment into the program so quickly but are on our way to plugging more leaks and expanding our profit opportunities.
T
Tracy
Business Owner in Texas

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA?+
No. Many of Diane's clients keep their current CPA, and she's happy to work directly with them. We handle the planning during the year and hand your CPA a clean, documented package at filing time. If you'd rather have one office do everything, Diane is an Enrolled Agent and can prepare the returns too.
Is this actually legal?+
Yes. The savings come straight from the Internal Revenue Code, and the strategies Diane uses are court tested. Every move comes with a paper trail that explains why it fits your company. Diane is an Enrolled Agent, authorized to represent taxpayers before the IRS.
My books are a mess. Is that a problem?+
No. Most of Diane's clients are trade experts, not financial experts, and cleaning up and organizing the books is part of what we do. Celtic Elevators came in with QuickBooks categories that didn't match how the company really ran, and Diane sorted them out with the owners.
Is it too late to lower my 2026 taxes?+
No, but the calendar matters. The moves that change your 2026 bill have to be in place by December 31st, and the savings show up when your 2026 return is filed. Returns you've already filed are different: if something was missed in the last 2 years, an amended return can bring it back.
How much of my time does this take?+
Not much. You start with one meeting with Diane, send over your documents, and her team handles the rest. After that, you get a one-on-one session with Diane every month and email access in between.
How much does it cost?+
The fee depends on the size of your company and isn't published, so Diane quotes it up front on the strategy call. There's no long-term contract: you keep working together as long as it's worth it to you.
Do you work with companies outside Idaho?+
Yes. Diane works with home service companies all across the U.S. over Zoom, so it doesn't matter where your trucks run. Documents and questions go back and forth by email between your monthly sessions.
What happens on the strategy call?+
Diane asks about your trade, how many trucks are rolling, roughly what the company brings in and how it's set up. Then she looks at how you pay yourself and what you owed last April, and shows you where she'd look first for savings. If your company isn't a fit, she'll tell you plainly.
Book A Strategy Call
One Last Step

Want To See What Your Home Service Business Could Keep This Year?

On the strategy call, Diane walks through your company, how you pay yourself and last spring's tax bill. You'll leave knowing where your biggest savings are likely to be and which of them can still happen before December 31st.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.