LAS VEGAS PREMIUM CPA ADVISORY

Premium CPA Advisory for Business Owners, Investors & High Earners

TrueBooks CPA provides proactive, year-round tax planning, immaculate monthly bookkeeping, and compliant wealth protection for clients who demand more than once-a-year filing.

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GET STARTED

A Strategic CPA Partner You Can Trust

Whether you’re an operator seeking tax optimization or a business requiring strategic advisory, our team is ready to assist. Reach out today for a confidential consultation.

Confidential & Secure Handling

Your financial data is protected by enterprise-grade security standards and strict CPA-client confidentiality.

Direct Access to Senior Partners

No junior gatekeepers. You gain direct access to experienced advisors who understand complex wealth optimization.

LAS VEGAS CPA ADVISORY SUITE

Our Core Services

We coordinate tax architecture, pristine recordkeeping, compliance defense, and wealth advisory under one unified partnership model.

Tax Planning

Tax preparation tells the IRS what already happened. Tax planning helps you make better decisions before the year is over to minimize tax liability legally.

Tax Preparation

Accurate, timely, and optimized tax preparation for complex personal returns, multi-state businesses, and investment entities, keeping you secure.

Accounting & Bookkeeping

Clean books create better decisions. We handle your monthly bookkeeping and deliver high-contrast, professional financial statements for absolute visibility.

Payroll Services

Ensure accurate owner compensation, payroll compliance, and optimized S-Corp salary structures that integrate seamlessly with your tax planning.

Real Estate Tax Consulting

Specialized strategy for active real estate investors, syndicates, and short-term rental operators. Maximize depreciation, 1031 exchanges, and REPS eligibility.

The TrueBooks Team

A Local Team Powering Hundreds of Clients.

Our Founder

Matt Bontrager, CPA, PFS

With over a decade of experience in the financial sector, Managing Partner Matt Bontrager has seen firsthand how even the savviest investors and business owners miss out on significant tax-saving opportunities simply because they lack the right financial guidance. He founded TrueBooks to provide that guidance and help you turn your tax liabilities into investment opportunities and has helped his clients cut their tax bills with top-tier service and innovative ideas.

Meet The Team

Exceptional CPAs, Enrolled Agents, & Advisors Working for You

Steven Castronova

Steven Castronova

VP of Operations

Krystle Baumgart

Krystle Baumgart

Administrative Director

Stella Sherwood

Stella Sherwood

Accounting Director

Tom Kastorff

Director of Sales

Vien Van

Senior Tax Advisor

Doug Richter

Tax Manager

Dionne Coward

Tax Manager

Gideon Huang

Gideon Huang

Tax Manager

Autumn Gatesman

Autumn Gatesman, EA

Senior Tax Associate

Laura Harvey

Laura Harvey

Senior Accountant

Crystle Castronova

Crystle Castronova

Administrative Manager

Teddyann Murao

Teddyann Murao

Accountant

Steven Kim

Steven Kim

Tax Associate

Wendy Rutkowski

Wendy Rutkowski, EA

Tax Associate

Daniel-Du

Daniel Du

Tax Associate

Engaging Partnership

Our 4-Step Advisory Process

The first 90 days of onboarding completely transforms how you handle entity structures and corporate tax strategies.

01

GET ORGANIZED

We bring your tax and financial picture into focus—gathering prior returns, identifying your accounting system, and reviewing your current entities to make sure the foundation is right.

02

BUILD YOUR STRATEGY

You’ll meet one-on-one with your dedicated advisor to identify the tax strategies that fit your situation—from entity optimization and compensation planning to real estate and other available tax-saving opportunities.

03

PUT THE PLAN IN MOTION

We turn strategy into action with a clear implementation plan—outlining what needs to happen, when it needs to happen, and the estimated tax impact along the way.

04

MONITOR & SUPPORT

Tax planning doesn’t stop after implementation. We meet throughout the year to review your numbers, update projections, identify new opportunities, and keep your strategy aligned as your business and investments evolve.

Las Vegas Accounting Firm Reviews

Our Strategy. Your Results.

See how our tailored advisory models, entities strategy, and proactive tax architecture elevate business owners and high earners.

TrueBooks is by far the best CPA firm we’ve ever worked with. Matt Bontrager and his team are knowledgeable, personable, and genuinely care about their clients. They really make you feel like a top priority and go above and beyond to help. We’ve worked with TrueBooks accountants, tax advisors and bookkeeping team and all are amazing. We highly, highly recommended them!

S

Sonya Ah Chong

Wow! I am so glad I found Truebooks! Needed a bookkeeper ASAP. Went through a few different bookkeepers, and the other ones were not great. Truebooks was professional, fast and extremely detailed oriented.

G

Greg Helbeck

The TrueBooks team has been incredible in helping our business with not only bookkeeping, but tax prep and tax strategy. We view TB as a valuable partner in our business and recommend them strongly. Thank you Matt, Jerry, Stella, Steven… I can keep going on!

N

Nick C.

Matt @ TrueBooks, takes the fear out of working with a CPA! They explain everything in plain English — no jargon — so I actually understand my taxes, and I can email anytime between calls at no extra charge. So kind, so patient, and they truly make you feel like a priority. Highly recommend!

L

Louisa Higgins

Matt and his team are very professional and extremely knowledgeable about real estate tax. I love Matt’s office hour phone call twice a month where you can hop on a Zoom call with other clients and ask any tax questions. It’s a great value-added feature of working with Truebooks.

R

Rene B

You won’t meet many business owners that care more about their clients than TrueBooks founder Matt Bontrager. He’s always willing to roll up his sleeves and jump in to solve any tax problems you might have. He stands out as someone who makes sure to do right by every client, big or small.

A

Alex Camacho

When Reviewing Our Team's Performance

Our Firm Outperforms

Industry Standard

41

Our Advisory Score

94

Our Tax Prep Score

91
* Our Advisory Team’s 2024 Net Promoter Score (derived from surveying over a hundred clients) is 50 points higher than average.

Specialized Portfolios & Profiles

Tax Strategy Calibrated for High-Performance Profiles

We do not try to serve everyone. TrueBooks is built specifically for business operators, real estate investors, and high-income households seeking robust, proactive, and legal wealth optimization.

Real Estate Investors

Specialized tax structure and accounting designed to protect and compound your real estate holdings. We speak the language of cap rates, cash-on-cash, REPS, and cost seg.

Business Owners

You focus on driving revenue and operations; we focus on entity optimization, proactive deductions, compliant payroll, and bulletproof financials.

High-Income W-2 Earners

Earn a high salary but feel trapped by massive tax brackets? We specialize in legal strategies like real estate investing and tax-advantaged accounts to lower your taxable burden.

High-Net-Worth Individuals

Preserve generational wealth. We coordinate your businesses, real estate, trusts, and personal assets into one unified, tax-efficient framework.

FAQs About Our Las Vegas CPA Services

Frequently Asked Questions

Learn more about our team, our proactive year-round advisory process, and how we leverage Nevada’s unique tax environment.

Do you only serve clients located in the Las Vegas valley?

While our physical roots and headquarters are in Las Vegas, Nevada, we serve business owners, real estate investors, and high earners nationwide. We utilize highly secure, modern client portals, video consultations, and digital signing tools to manage complex federal and multi-state tax structures seamlessly from anywhere.

Most local firms are purely compliance-focused—they take your numbers once a year, look backward, and file your tax returns. TrueBooks is a modern, advisory-first firm. We partner with you year-round to build, implement, and monitor tax-saving strategies before your financial year ends, turning tax planning into a proactive tool.

Our process begins with an in-depth Tax Discovery session where we analyze your past 2 years of returns and identify immediate wealth leakages. Throughout the year, we host quarterly strategy reviews to adjust your entity structures, bookkeeping, and write-offs in real time.

You aren’t handed off to junior data-entry staff. TrueBooks was built by Matt Bontrager to offer boutique-level care. You work directly with senior advisors who understand your business niche. We have a strict communication guarantee: a dedicated portal for your files, regular touchpoints, and a committed 24-to-48 business hour reply window for any questions.

Tax planning is best suited for individuals and business owners whose financial situation
is evolving. If you have growing income, multiple entities, real estate investments, or feel
unsure whether you’re optimizing your tax strategy, planning provides structure, clarity, and
proactive guidance throughout the year.

While many of our clients invest in real estate, our planning services are designed for a wide
range of situations. We regularly work with business owners, freelancers, professionals, and
investors who want coordinated planning across personal income, business activity,
and investments.

Tax preparation focuses on reporting what already happened. Planning focuses on planning
ahead. With planning, your advisor works with you throughout the year to:

  • Identify opportunities before decisions are made
  • Adjust strategies as income or investments change
  • Reduce surprises at tax time

Tax preparation is about compliance. Planning is about strategy.

Yes. You’ll be assigned a dedicated Tax Advisor who leads your planning, understands your
situation, and remains your primary point of contact throughout your engagement.
If you use multiple services, your Advisor will help coordinate communication.

You’ll have scheduled planning calls at key points during the year along with ongoing email
access to your advisor for tax planning questions. Our goal is to stay proactive, responsive,
and aligned; not reactive or transactional.

The first phase of planning focuses on:

  • Organizing your information
  • Establishing a baseline tax picture
  • Identifying planning opportunities
  • Building a clear action plan

This ensures recommendations are grounded in accurate data and tailored to your
specific situation.

Yes. As part of the planning process, your advisor will review prior-year returns (when
available) to identify potential issues, missed opportunities, or items that should be
addressed moving forward.

Planning and tax preparation are separate services.

Planning focuses on strategy, planning, and optimization. Tax preparation focuses on filing
accurate and compliant returns. Clients engaged in planning are offered tax preparation
services, but each service is scoped independently.

That’s exactly what planning is designed for. Changes in income, investments, business activity, or life events are reviewed and incorporated into your tax plan so strategies remain aligned and effective.

Near the end of your engagement, your advisor will review the year’s progress, results, and remaining opportunities. Together, you’ll determine the scope and goals for the upcoming year and whether continuing planning makes sense.

Most clients choose to renew to maintain momentum and proactive planning.

We want clients to feel confident in their decision. If early in the engagement you determine planning isn’t the right fit, we’ll discuss next steps transparently and fairly based on work already completed.

Clients choose TrueBooks because we offer:

  • Proactive, year-round planning
  • Clear and direct guidance
  • Real estate and business expertise
  • A responsive, relationship-driven approach
  • Advisors who take the time to educate, not just file

While Nevada is famous for having no state personal or corporate income tax, local business owners still face unique hurdles like the Nevada Commerce Tax, Modified Business Tax (MBT), and local licensing regulations. We align your federal tax strategy with Nevada’s structure, ensuring your S-Corp or LLC maximizes local advantages while avoiding common multi-state tax traps.

Act Prior to Fiscal Year-End

Ready to Formulate a Smarter Tax Strategy?

Eliminate the stress of unexpected April liabilities. Let’s sit down 1-on-1 to analyze your operational businesses, investment holdings, and overall tax situation to unlock strategic legal deductions.

No Obligation. Free 1-on-1 Strategy Call. Fully Confidential.