- Las Vegas, NV Tax Specialist & CPA Advisory Firm
CPA FOR HIGH W-2 EARNERS
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 high earners evaluate overall tax exposure, withholding optimization, estimated taxes, and timing opportunities.
Large executive bonuses or shifting pay structures create underpayment penalty or overpayment cash tie-up risks.
RSUs, ISOs, NQSOs, ESPPs, and phantom stock require careful AMT and capital gain timing analysis.
Reviewing capital gains, dividend taxation, and tax-loss harvesting opportunities before year-end.
High W-2 earners often utilize rental property or STRs as wealth and tax strategies; passive loss rules apply.
Employer 401(k)s, deferred compensation plans, and mega backdoor Roth options evaluated for optimal fit.
Donor-Advised Funds (DAFs) and appreciated stock gifting strategies modeled during peak income years.
Remote work, state relocation, stock vesting across state borders, and multi-state income allocation.
High W-2 returns filed with precision, capturing every eligible deduction and credit without audit risk.
Strategy updates when job changes, stock grants, or major asset sales occur mid-year.
RELATED SERVICES
Tax strategy for high W-2 earners investing in real estate.
FREQUENTLY ASKED QUESTIONS
A CPA for high W-2 earners helps with tax planning, tax preparation, withholding review, bonuses, equity compensation, investments, real estate, and estimated taxes.
There may be planning opportunities depending on income, investments, real estate, retirement options, charitable giving, and timing. The right strategy depends on the facts.
Yes. TrueBooks CPA can help review tax questions related to RSUs, stock options, ESPPs, vesting, and investment sales.
Often, yes. High income can create larger tax exposure, especially when combined with bonuses, investments, real estate, or equity compensation.
Real estate may create tax planning considerations, but passive loss rules, documentation, income, and property use must be reviewed carefully.
Nevada does not impose a state individual income tax, but federal tax, equity income, investments, real estate, and multi-state issues still matter.
Before year-end, before equity events, before selling investments, before buying real estate, and before major income changes.
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.
