Free for HVAC Techs

Keep Your Clients Cool. Keep Your Bookkeeping Cooler.

The free bookkeeping tool that helps self-employed HVAC technicians organize ordinary and necessary business expenses for Schedule C.

Download Free TemplateSee What You Can Deduct
60+
Business Types
6 Tabs
Per Template
500+
Transaction Rows
$0
Completely Free

Tax Deductions You May Be Missing

These are common Schedule C business expenses that hvac techs may be able to claim under IRC §162. Our template has them pre-loaded.

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Refrigerant & Parts

Line 22

Refrigerant, filters, thermostats, copper tubing, fittings.

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Service Van

Line 9

Gas, diesel, oil, tires, maintenance.

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Insurance

Line 15

General liability, workers comp, vehicle, EPA cert.

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Equipment Rental

Line 20a

Crane rental, recovery machine, vacuum pump.

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Tool Repair

Line 21

Gauge calibration, recovery machine service.

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Licenses

Line 23

HVAC license, EPA 608, NATE cert, permits.

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Advertising

Line 8

Google ads, Yelp, Angi, van wrap, direct mail.

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Software

Line 18

ServiceTitan, Housecall Pro, phone, tablet.

How It Works

1

Download

Pick your business type. Get a free template. No signup.

2

Categorize

Enter your bank transactions. Pick from the dropdown. ~30 min.

3

Review

Schedule C summary auto-calculates your income, expenses, and tax.

4

File

Hand it to your Enrolled Agent. Or let Arc & Ledger prepare your return from $300.

S

Get Your Free HVAC Tech Template

We'll email your template directly — open it in Excel or upload to Google Sheets. No software to install.

What's Inside

✓ Start Here tab with step-by-step instructions
✓ Business Info tab — your details, ready for filing
✓ Expense categories pre-loaded for your industry
✓ 500-row transaction tracker with dropdown categories
✓ Schedule C summary — auto-calculates your totals
✓ Monthly summary for quarterly estimated taxes

We'll email your template directly. No spam, unsubscribe anytime.

ENROLLED AGENT TAX SERVICES

Too Busy to DIY?
We'll Handle Everything.

Arc & Ledger is a tax and bookkeeping firm led by Enrolled Agents — authorized to prepare your return and represent you directly before the IRS. Over 10 years helping self-employed professionals like you.

✓ Schedule C tax preparation from $300
✓ Monthly bookkeeping from $200/mo
✓ S-Corp election & tax planning
✓ Authorized to represent you before the IRS
✓ Enrolled Agents — pass rigorous IRS exam
✓ 10+ years serving self-employed professionals
arcandledger.com | (310) 876-0249
bookkeeping@arcandledger.com | Culver City, CA

Get Your Price in 30 Seconds

Question 1 of 4

What income did you have in 2025?

🇺🇸

Need to File for Free? The IRS Can Help.

If you earned under $84,000, you may qualify for IRS Free File — free tax preparation software provided through an IRS partnership. No cost, no catch.

✓ IRS Free File — guided software for income under $84,000
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Visit IRS Free File Options →

Our free template works alongside any filing method — use it to organize your expenses first, then file however works best for you.

Common Questions

What Schedule C deductions can HVAC technicians claim?+
Self-employed HVAC technicians may deduct ordinary and necessary business expenses under IRC Section 162. Commonly claimed deductions include refrigerant and parts (Line 22), service van expenses (Line 9), insurance (Line 15), equipment rental (Line 20a), tool repair (Line 21), and EPA 608 certification costs (Line 23). Your tax situation may vary, so consult a qualified tax professional.
What is Schedule C?+
Schedule C (Form 1040) is the IRS form where sole proprietors report business income and expenses. It calculates your net profit or loss, which flows to your Form 1040. Self-employed HVAC technicians use Schedule C to report service income and deduct business expenses. Our free template is an organizational tool that categorizes expenses by the correct Schedule C line numbers.
How much tax do self-employed HVAC technicians pay?+
Self-employed HVAC technicians generally pay both income tax and self-employment tax (15.3% for Social Security and Medicare) on net profit. Your income tax rate depends on your total taxable income and filing status. The self-employment tax applies to net earnings over $400. Consult a qualified tax professional for personalized guidance.
Do I need to file quarterly estimated taxes as an HVAC tech?+
If you expect to owe $1,000 or more in federal tax for the year, the IRS generally requires quarterly estimated tax payments. Deadlines are typically April 15, June 15, September 15, and January 15. HVAC work often peaks seasonally, so tracking expenses year-round helps estimate quarterly payments more accurately.
Is EPA 608 certification deductible for HVAC technicians?+
EPA 608 certification costs, NATE certification fees, license renewals, and continuing education courses may be deductible as ordinary and necessary business expenses on Schedule C Line 23. These are commonly claimed by HVAC professionals who need them to perform their work. Consult a qualified tax professional for your specific situation.
Should I hire an Enrolled Agent or do my own taxes?+
An Enrolled Agent (EA) is a tax professional who has passed a rigorous IRS exam and is authorized to represent taxpayers directly before the IRS. Unlike other preparers, EAs must pass a rigorous exam and complete continuing education annually. For HVAC technicians with vehicle expenses, equipment depreciation, and certification costs, an EA can help ensure compliance. Arc & Ledger's team of Enrolled Agents specializes in Schedule C businesses.

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