We help Investors & Entrepreneurs pay less taxes.

You deserve a CPA that does more than just file your taxes. TrueBooks can help you turn your tax liabilities into investment opportunities.

We help Investors & Entrepreneurs pay less taxes.

You deserve a CPA that does more than just file your taxes. TrueBooks can help you turn your tax liabilities into investment opportunities.

Tax

Advisory

Strategic planning to stay ahead

This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.

Tax

Preparation

Accuracy and proper reporting

Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings.

Accounting Services

The backbone to everything

Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions.

Office Hours

Your tax toolbox

Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.

Tax

Advisory

Strategic planning to stay ahead

This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.

Tax

Preparation

Accuracy and proper reporting

Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings.

Accounting & Bookkeeping

The backbone to everything

Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions.

Office Hours

Your tax toolbox

Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.

We're excited to work together.

Step 1

Apply to work with us

Complete the form on this page and our office will reach out to ensure we are a good fit.

Step 2

Onboarding

If we are a fit, we will onboard and collect all of your information required for your selected services.

Step 3

Implementing

After onboarding, we execute on the services you've chosen and are here to grow with you.

We're excited to work together.

Step 1

Apply to work with us

Complete the form on this page and our office will reach out to ensure we are a good fit.

Step 2

Onboarding

If we are a fit, we will onboard and collect all of your information required for your selected services.

Step 3

Implementing

After onboarding, we execute on the services you've chosen and are here to grow with you.

43+

Clients we’ve helped

28+

Industries we’ve worked with

62 International Sponsors

980+

Event Participants

43+

Clients we’ve helped

43+

Clients we’ve helped

62 International Sponsors

980+

Event Participants

“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability...”

Before coming to us, Joe was not sure how to handle his taxes as W-2 employee that also was interested in acquiring some short term rentals. We informed him of a short term rental loop hole that ended up saving him thousands of dollars. He can now go take that savings and invest it elsewhere!

Joe

Short-Term Rental Investor

“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability...”

Qorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc vulputate libero et velit interdum, ac aliquet odio mattis. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur tempus urna at turpis condimentum lobortis. Ut commodo efficitur neque.

Joe

Short-Term Rental Investor

Get Access to Templates our Clients use For Free

Matt Bontrager, CPA

Managing Partner

Money and real estate have always been a passion of mine. I started my career in the banking industry. After graduating college I went to work at one of the Big 4 accounting firms, Deloitte to 'earn my stripes' and later became a CPA.

After working for enough time in this industry, I’ve learned even the best investors and business owners need a lot of help on the accounting and tax side. They are so busy taking action and making deals happen, that they fail to maintain proper books. This ends up costing them so much in the long run. Not only do their tax preparation costs increase, but more importantly they’re not able to make the best decisions throughout the year because they don't know their current financials.

The team and I are excited to help business-owners and investors across the country understand their numbers, make better decisions for their business, and save as much money as possible come tax time.

Get a team behind you that knows your business.

You get more out of working with others who know your industry.

Get a team behind you that knows your business.

You get more out of working with others who know your industry.

FAQs

How much do your services cost?

Our different services range from $1,497 to $6,750+ for each individual service. Tax preparation fees may be larger but will depend on the complexity of each specific return (industry, amount of partners, complex financials, etc.)

What is the difference between Tax Advisory and Tax Preparation?

Tax Advisory is where you strategize and put a plan in place for your taxes. This is done through a series of phone calls and deliverables to ensure every area of your tax situation is covered. Tax Preparation is the compliance portion of your taxes. Preparing and filing your actual tax returns with the federal and state agencies.

Does your advisory service include tax preparation?

No, it does not. Tax Advisory and Tax Preparation are sold separately.

I may only need tax preparation right now, am I an ideal client?

Yes, you could be. If your tax returns are more complex than the average, having someone specialized in your industry is beneficial. We have other opportunities to receive advisory level services.

How can I ensure a smooth tax preparation process?

Our Tax Preparation fees assume your accounting work is complete and accurate. This means a Profit & Loss Statement and Balance Sheet if you’re a business. If you need help with Accounting, we have an Accounting service to assist you!

Will you help me find tax deductions?

As part of our Tax Advisory service we will help identify what expenses you currently should be deducting given your current structure, as well as potential deductions for your business. As a rule of thumb, always start with what you’re currently spending money on as a potential deduction.