The Real Estate Investor’s CPA

TrueBooks provides Coaching, Tax, and CFO Services for small to mid-size businesses across the country, with a specialty in real estate.

Does this sound like you…

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"I feel like my taxes are too high"

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"I invest in real estate, but I don’t have a strategy"

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"I don't have enough time to manage my own taxes"

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"I don’t keep my books up to date"

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"I have no idea what I’m going to owe"

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"I’m not sure what deductions I’m able to get"

You deserve a CPA who does more than just manage the books.

Our services can help grow your business in a number of ways:

BLACK FRIDAY SPECIAL: 50% OFF

STARTER

Discuss hot topics surrounding tax and finance so you're up to date.

Subject matter experts that share best practices to implement in your business.

Live Q&A to get your personal questions answered.

PREMIUM

Prior two year tax review to ensure money wasn't left on the table.

Full service tax preparation and compliance.

Seek Strategies that align with your goals and to maximize tax savings.

EXECUTIVE

Keep your books up to date so you're never behind.

Help you analyze your numbers to make better business decisions.

Full service tax compliance, planning and strategy that aligns with your goals.

How it Works

1

Click here to schedule a free, no-obligation, call.

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We will discuss what products and services are best for your business.

3

We will review your documents and give you a proposal for our services.

4

Sign the proposal and we’ll get to work!

Ryan Pineda, CEO

Flips 100+ Properties a Year
Author of Flip Your Future

As I built my real estate business, I never had time to manage the books. I was more focused on finding deals and getting projects finished. I was successful doing it that way for a long time, but I knew I needed to know my true numbers in order to scale my business.

For years I went through multiple CPA’s. I wanted someone that understood my needs as a real estate investor. They needed to give me my KPI’s, understand my entity structure, get me every write off possible, and most importantly be responsive! It wasn’t until I met Matt, that I found someone that could do all those things.

Together we solved the issues I had been working so hard to resolve. I finally know my true numbers and have been able to make more profitable decisions. I know many real estate investors face the same issues I once had. The good news is, the search is over. TrueBooks is here to help.

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. During this time I was able to buy my first home when I was 23 years old.

After working with Ryan and other real estate investors, I’ve learned that even the best investors need a lot of help on the accounting 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.

I’m excited to help investors across the country understand their numbers, make better decisions for their business, and save as much money as possible come tax time.