ABOUT US

Finally, A Tax Team That Understands Your Business

ABOUT US

Finally, A Tax Team That Understands Your Business

Our Purpose in Business

To build an innovative, people-first, firm that delivers excellence and creates raving fans out of everyone we meet

Excellence

Responsiveness

Candor

Meet Your Team

Matt Bontrager, CPA

Managing Partner

Krystle Baumgart

Office Manager

Crystle Castronova

Office Administrator

Taylor Lee

Office Administrator

Stella Sherwood

Accounting Director

Morgan Allen

Accounting Manager

Ashley Cavanaugh

Advisory Associate

Lexi Kaaz, CPA

Advisory Associate

Jerry Rubino

Sr. Tax Manager

Steph Swenson, CPA

Sr. Tax Manager

Glen Ellefson

Sr. Tax Associate

Gideon Huang

Sr. Tax Associate

Autumn Gatesman

Sr. Tax Associate

Brenda Benavidez, CPA

Tax Associate

Wendy Rutkwoski

Tax Associate

Steven Kim

Tax Associate

Nick Cope

Services Specialist

Tessa Nelson

Services Specialist

Meet the Team

Matt Bontrager

Managing Partner

Stella Sherwood

Accounting Director

Krystle Baumgart

Office Manager

David Hansen

Advisory Manager

Stephanie Swenson

tax Manager

Crystle Castronova

Office Administrator

Melanie Renteria

Senior Accountant

Morgan Allen

Sr. Accountant

Autumn Gatesman

Sr. Tax Associate

Gideon Huang

Sr. Tax Associate

Glen Ellefson

Sr. Tax Associate

Tessa Nelson

consultant

Nick Cope

Consultant

Taylor Lee

Office Administrator

Brenda Benavidez

Tax Associate

Steven Kim

Tax Associate

Wendy Rutkwoski

Tax Associate

Lexi Kaaz

Advisory Associate

Ashley Cavanaugh

Advisory Associate

A team dedicated to people-first excellence.

A team dedicated to people-first excellence.

FAQs

How much do your services cost?

Our different services range from $1,497 to $6,500+ 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.

Swiper Carousel Example

I now feel confident and stress-free during tax time

“I cannot express how grateful I am to TrueBooks. As a busy entrepreneur, I used to dread tax season and the uncertainty it brought. However, they meticulously reviewed my financial situation, identified often overlooked deductions, and implemented a tax-saving strategy tailored to my specific needs. I now feel confident and stress-free during tax time, knowing that I'm taking advantage of every available opportunity to save. TrueBooks has not only saved me money but also provided me with valuable financial insights that have positively impacted my overall financial planning. I highly recommend their services to anyone seeking to optimize their tax position and secure a brighter financial future.”

-Jane Johson, Business Owner

We were pleasantly surprised by the substantial savings we achieved

“Working with TrueBooks has been a game-changer for our business! They helped us navigate the complexities of tax regulations, allowing us to decrease our tax liability significantly. We were pleasantly surprised by the substantial savings we achieved, which freed up resources to reinvest in our growth initiatives. Their personalized approach and proactive strategies have undoubtedly made a positive impact on our bottom line.”

-Julie Smith, 6-Figure Business Owner

A++++

“Our experience with TrueBooks has truly revolutionized our business operations! Their expert guidance in navigating the intricate landscape of tax regulations has resulted in a remarkable reduction in our tax burden. We were pleasantly taken aback by the substantial cost reductions we attained, enabling us to redirect resources towards fueling our expansion endeavors. Their tailored methods and forward-thinking tactics undeniably contributed positively to our financial performance"

-Rod Johnson

We highly recommend TrueBooks!

"TrueBooks has been a game-changer for our company, transforming the way we handle our finances. Their expert guidance in maneuvering through complex tax regulations has led to a significant decrease in our tax expenses. We were pleasantly surprised by the substantial savings we achieved, allowing us to allocate more resources towards our growth initiatives. Their personalized approach and proactive strategies have unquestionably boosted our financial well-being."

-Zane Simpson

WOW, Truly Surprised

“TrueBooks has been an invaluable partner in managing my tax needs. Their service stands out with its user-friendly approach, making tax management accessible for both seasoned professionals and newcomers. The commitment to accuracy is evident in every aspect, ensuring precise calculations and compliance with the latest tax regulations. TrueBooks doesn't just provide a service; it offers a comprehensive solution that instills confidence in the accuracy of my financial reports and statements. The responsive customer support team adds another layer of assurance, making TrueBooks my top choice for reliable, efficient, and user-friendly tax services. I highly recommend TrueBooks to anyone seeking a trustworthy ally in navigating the complexities of taxation for financial success..”

-Jane Smith, 6-Figure Business Owner

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