M&A TAX ADVISORY
The TrueBooks Team
Our Founder
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.
Exceptional CPAs, Enrolled Agents, & Advisors Working for You
VP of Operations
Administrative Director
Accounting Director
Director of Sales
Senior Tax Advisor
Tax Manager
Tax Manager
Tax Manager
Senior Tax Associate
Senior Accountant
Administrative Manager
Accountant
Tax Associate
Tax Associate
Tax Associate
GET STARTED
Looking for a broader Las Vegas CPA firm? Visit our homepage to learn more about TrueBooks CPA’s full advisory suite.
HOW WE HELP
We help sellers evaluate capital gains, ordinary income treatment, and tax strategies before LOI or closing.
We help buyers evaluate the tax, accounting, and asset value implications of target companies.
Asset sale vs. equity/stock sale comparisons to maximize after-tax cash proceeds.
How purchase price is divided among inventory, equipment, goodwill, and covenants affects future deductions and tax obligations.
Current and target entity choices (S-Corp, C-Corp, LLC, Partnership) determine deal flow tax impact.
Clean financial statements build buyer confidence, support higher valuations, and make due diligence seamless.
We align payroll, owner compensation, and employment agreements during the transaction period.
Significant capital gains require precise estimated tax calculation to prevent penalties and cash strain.
Reinvestment, income timing, retirement funding, and long-term tax preservation after the sale.
Transaction advisory that extends from initial valuation discussions through post-closing tax filings.
RELATED SERVICES
FREQUENTLY ASKED QUESTIONS
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.