About TrueBooks CPA
TrueBooks was built for clients who want more than once-a-year filing. We help business owners, real estate investors, high-income earners, and individuals make better tax and financial decisions throughout the year.
Our Founder
Founder & Managing Partner, TrueBooks CPA
Specialized credentials supporting tax, advisory, and wealth strategy.
Rooted in big-four technical precision and real-world advisory execution.
Trusted media contributor and speaker on real estate tax strategy.
Our Origin Story
Matt Bontrager founded TrueBooks CPA after seeing how often business owners, real estate investors, and high-income clients missed meaningful tax planning opportunities simply because they did not have the right financial guidance at the right time.
Many clients were receiving tax preparation, but not proactive strategy. They had returns filed, but not enough clarity. They had books, but not always financial visibility. They had CPAs, but not always a year-round advisory partner.
“TrueBooks CPA was built to close that gap.”
The firm brings together tax planning, tax preparation, accounting, bookkeeping, payroll, and real estate tax advisory into one coordinated relationship. The goal is simple: help clients make better tax decisions before the year is already over.
HOW WE HELP
For investors with rental properties, short-term rentals, depreciation, property sales, entity structures, and portfolio-level tax questions.
For owners who need tax planning, bookkeeping, payroll, entity guidance, owner compensation planning, and year-round advisory support.
For high W-2 earners, professionals, and households managing income, bonuses, real estate, investments, and tax exposure.
For individuals and families with complex assets, investment income, business interests, inheritance, real estate, and major financial decisions.
Next Steps
After submitting the form, you’ll be able to schedule a free consultation with a TrueBooks team member. We’ll learn more about your situation, answer your questions, and explain how TrueBooks can help.
If we’re a good fit, you’ll choose the service plan that best matches your needs and officially become a TrueBooks client. Our team will immediately begin getting organized and putting your tax and financial strategy into action.
Depending on your plan, we’ll continue monitoring your tax situation throughout the year, identifying opportunities, answering questions, and helping ensure your tax strategy stays as optimized as possible as your finances evolve.
The TrueBooks Difference
| TRADITIONAL CPA RELATIONSHIP | TRUEBOOKS CPA |
|---|---|
| Focuses on annual tax filing | Focuses on proactive planning and advisory |
| Starts when tax documents arrive | Starts before major decisions are finalized |
| Reviews one return at a time | Reviews the full financial picture |
| Limited communication | Clearer year-round guidance |
| Generic advice | Strategy built around the client's situation |
| Disconnected services | Tax, accounting, payroll, and advisory connected |
| Reactive problem solving | Forward-looking planning |
Clients come to TrueBooks CPA because they want an advisory relationship, not just a tax return.
Client Experience
Clients work with professionals who understand their situation and can explain the strategy clearly.
Tax questions do not only happen during filing season. TrueBooks is built around ongoing advisory support.
Advisory NPS Score of 94 vs industry average 41. Built on clear feedback and high client satisfaction.
Clients understand what happens first, what comes next, and how planning connects to preparation.
The TrueBooks Difference
HOW WE HELP
Proactive planning to help clients make better tax decisions before the year is over.
Accurate, organized tax filing for individuals, business owners, investors, and complex returns.
Clean books and financial visibility that support better tax planning and preparation.
Payroll support connected to bookkeeping, owner compensation, tax preparation, and advisory planning.
Specialized tax guidance for rental property owners, short-term rental investors, and real estate portfolios.
Client Trust
“TrueBooks has helped maximize our tax strategy across personal income, real estate, and business over the last three years.”
Real Estate & Business Client
“Matt is world class. If you’re looking for high-quality tax advisors that don’t beat around the bush and give specific, guided direction, TrueBooks is the spot.”
Business Owner
“They went above and beyond to make sure the experience was five stars.”
Individual Advisory Client
“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.”
High-Income Investor
No obligation. Free 1-on-1 strategy call. Fully confidential.