M&A TAX ADVISORY

Tax Advisory for Business Owners Buying, Selling, or Transitioning a Business

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

GET STARTED

Planning a Business Sale or Acquisition? Your CPA Should Be Involved Before the Deal Is Final.

Business transitions can create major tax consequences

Entity structure, deal structure, purchase price allocation, and timing matter

Clean books and tax planning can improve decision-making before a transaction

TrueBooks CPA helps owners evaluate the tax picture before, during, and after a deal

Looking for a broader Las Vegas CPA firm? Visit our homepage to learn more about TrueBooks CPA’s full advisory suite.

HOW WE HELP

Tax Strategy, Accounting, and Advisory Support Built Around Your Situation

Business Sale Tax Planning

We help sellers evaluate capital gains, ordinary income treatment, and tax strategies before LOI or closing.

Business Acquisition Review

We help buyers evaluate the tax, accounting, and asset value implications of target companies.

Deal Structure Analysis

Asset sale vs. equity/stock sale comparisons to maximize after-tax cash proceeds.

Purchase Price Allocation

How purchase price is divided among inventory, equipment, goodwill, and covenants affects future deductions and tax obligations.

Entity Structure Optimization

Current and target entity choices (S-Corp, C-Corp, LLC, Partnership) determine deal flow tax impact.

Pre-Sale Bookkeeping Cleanup

Clean financial statements build buyer confidence, support higher valuations, and make due diligence seamless.

Owner Compensation & Payroll

We align payroll, owner compensation, and employment agreements during the transaction period.

Estimated Tax Payment Modeling

Significant capital gains require precise estimated tax calculation to prevent penalties and cash strain.

Post-Sale Wealth Strategy

Reinvestment, income timing, retirement funding, and long-term tax preservation after the sale.

Year-Round M&A Advisory

Transaction advisory that extends from initial valuation discussions through post-closing tax filings.

RELATED SERVICES

Support for Every Part of the Tax and Accounting Picture

Tax Planning in Las Vegas

Proactive tax planning before year-end.

Tax Preparation in Las Vegas

Accurate tax filing for buyers and sellers.

Accounting & Bookkeeping Services

Clean financial statements for due diligence.

CPA for Business Owners

Year-round tax and accounting strategy.

CPA for High-Net-Worth Individuals

Post-exit wealth preservation and tax strategy.

CPA for Construction Companies

M&A tax advisory for contractor exits or growth.

FREQUENTLY ASKED QUESTIONS

FAQs About Working With a CPA for Buying or Selling a Business

What does a CPA for buying or selling a business do?

A CPA helps evaluate tax planning, deal structure, purchase price allocation, estimated taxes, bookkeeping cleanup, entity structure, and post-transaction planning.

Ideally before signing a letter of intent or finalizing deal terms. Early planning usually creates more options.

An asset sale and equity sale can create different tax outcomes for buyers and sellers. The right structure depends on the facts and should be evaluated with advisors.

Yes. Clean books can support valuation, due diligence, lending, buyer confidence, and tax planning.

There may be planning opportunities depending on entity structure, basis, allocation, timing, and transaction terms. The strategy should be reviewed before closing.

Yes. Buyers may need help understanding tax structure, accounting records, asset allocation, payroll, and future tax planning.

Nevada has no state individual income tax, but federal tax, entity structure, multi-state exposure, payroll, and transaction documentation still matter.

Yes. TrueBooks CPA is based in Las Vegas and works with business owners, real estate investors, high-income earners, and individuals who need proactive tax and accounting guidance.

Build a Smarter Tax Strategy Before the Next Major Decision