- Las Vegas, NV Tax Specialist & CPA Advisory Firm
CPA FOR INHERITANCE
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 individuals evaluate the tax implications of inherited real estate, investments, business interests, and cash.
Proper documentation and determination of step-up in basis reduces potential capital gain when inherited property is sold.
We evaluate tax questions around selling, keeping, renting, or improving inherited residential or commercial property.
Inherited brokerage accounts, stocks, and mutual funds generate dividends, interest, and capital gains requiring strategy.
IRAs, 401(k)s, and annuities carry complex distribution rules and tax timing questions after inheritance.
Inherited shares in LLCs, S-Corps, or partnerships require coordination with existing partners and entity tax strategy.
Inherited property or beneficiaries located across state lines may create multi-state filing obligations.
Inheritance details are accurately integrated into personal returns without missing critical deduction or basis claims.
Liquidating inherited assets or receiving distributions can alter taxable income, requiring quarterly payment review.
Navigating inherited wealth requires ongoing support beyond a single tax filing season.
RELATED SERVICES
FREQUENTLY ASKED QUESTIONS
A CPA for high-net-worth individuals helps coordinate tax planning, tax preparation, multi-entity structure, investments, real estate, estate considerations, and year-round advisory.
High-net-worth individuals often have multiple income streams, business interests, real estate, investments, trusts, and multi-state tax issues that require integrated strategy.
Yes. Selling a business can create significant tax consequences. TrueBooks CPA helps business owners evaluate deal structures and planning opportunities before closing.
Yes. We often work alongside attorneys, wealth advisors, family office professionals, and lenders to align tax planning with the full financial picture.
Yes. TrueBooks CPA works with real estate investors on cost segregation, 1031 exchanges, entity structure, depreciation, and tax planning.
Nevada has no state individual income tax, which attracts high-net-worth individuals and business owners. However, federal tax, multi-state exposure, and asset structure still require careful planning.
Tax planning should be ongoing throughout the year, especially before major asset sales, business transitions, investments, or estate strategy 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.
