Privacy Policy

TrueBooks CPA © (the “Company”) respects the privacy of the visitors to, and users of, Company’s website, truebookscpa.com (the “Website”). The Company’s policy is to respect your privacy and comply with any applicable law and regulation regarding any personal information we may collect, handle, process, use, share, or sell, including across our Website, and other sites we may own and operate.

It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy, please refrain from providing your personal data to us, accessing our Websites, and/or utilizing our products and services.

Notice

Our Website may contain links to other websites which are managed by third parties (including their use of cookies). As a user of links, it is your responsibility to understand those third parties’ privacy policies. Once you leave our Website using links, we have no control over information that is submitted to or collected by any third parties and are not responsible for other websites. You should refer to each website’s respective privacy policy and practices prior to disclosing any information.

Log Data

When you visit our website, our servers may automatically log the standard data provided by your web browser. It may include your device’s Internet Protocol (IP) address, your browser type and version, the pages you visit, the time and date of your visit, the time spent on each page, other details about your visit, and technical details that occur in conjunction with any errors you may encounter.

Cookies are pieces of information that a Website transfers to an individual’s computer hard drive for record keeping purposes. We may also make use of cookies in support of authenticating the user of certain Company web applications. Similarly, if you are a registered user of a site providing service to Company clients (and have a user ID and password), we may use cookies so that we can provide personalized information based on preferences you have indicated while using the site. These cookies are restricted for use only on our Website, and do not transfer any personal information to any other party. Most browsers are initially set up to accept cookies. You can, however, reset your browser to refuse all cookies or indicate when a cookie is being sent. Please consult the technical information relevant to your browser for instructions. If you choose to disable your cookies setting or refuse to accept a cookie, some parts of the Website may not function properly or may be considerably slower.

Collection and Use of Information

To provide our products, services and websites and for the other legitimate business purposes, we collect and process personal data from our customers and other users of our websites, products and services. We may collect information from you or your device such as, but not limited to, your name, address, telephone number, email address, user IDs and passwords, billing and

transaction information, credit card or other financial information, contact preferences, employment information, professional credentials, board membership and licensing information, device information (such as device IP address, geolocation data, identifiers associated with your devices, types of devices you use to connect to our website, web browser characteristics, device characteristics, language preferences, referring/exit pages, clickstream data, and dates and times of visits to our website), and similar information provided ("Personal Data"). You are not required to provide us with all of the Personal Data listed above, but if you do not do so, we may not be able to effectively provide you with our products, services and information.

We may collect personal information from you when you do any of the following on our Website:

• Use a mobile device or web browser to access our content.

• Contact us via email, social media, or on any similar technologies.

• When you mention us on social media.

We may collect, hold, use, and disclose information for the following purposes, and personal information will not be further processed in a manner that is incompatible with the services we offer, provide, or otherwise facilitate.

The Company does not store any credit card information it may receive in regard to a specific transaction and/or billing arrangement except as necessary to complete and satisfy its rights and obligations with regard to such transaction, billing arrangement, and/or as otherwise authorized by a user.

The Company may disclose user information in special cases when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference (either intentionally or unintentionally) with the Company’s rights or property, other users of the Website, or anyone else that could be harmed by such activities.

The Company may also be required to disclose personal information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

Security of Your Personal Information

When we collect and process personal information, and while we retain this information, we will protect it within commercially acceptable means to prevent loss and theft, as well as unauthorized access, disclosure, copying, use, or modification. Although we will do our best to protect the personal information you provide to us, we advise that no method of electronic transmission or storage is 100% secure, and no one can guarantee absolute data security. As a result, while we strive to protect your personal information, Company cannot ensure or warrant the security of any information you transmit via the internet. By transmitting any such information to Company, you accept that you do so at your own risk. We will comply with laws applicable to us in respect of any data breach.

MinorsThe Company recognizes the special obligation to protect personally identifiable information obtained from children aged 17 and under. AS SUCH, IF YOU ARE 17 YEARS OLD OR YOUNGER, THE COMPANY REQUESTS THAT YOU NOT SUBMIT ANY PERSONAL INFORMATION TO THE WEBSITE OR TO THE COMPANY. If the Company discovers that a child aged 17 or younger has signed up on the Website or provided us with personally identifiable information, we will delete that child’s identifiable information from our records.

Webinars, Group Chats and Community-Based Interactions

Guests of the Website are solely responsible for the content of video, audio, and chat messages they share on the Website, live webinars, post on the Company’s forums, such as chat rooms and bulletin boards. Users should be aware that when they voluntarily disclose personal information (e.g., user name, e-mail address, phone number) on the recordings, bulletin boards or in the chat areas, that information can be collected and used by others and may result in unsolicited messages from other people. You are responsible for the personal information you choose to submit in these instances. Please take care when using these features.

Choice/Opt-Out

The Website may provide you the opportunity to opt-in to receive communications from us at the point where we request information about you. You always have the option of removing your name from any e-mail list to discontinue any such future communications. To ensure immediate removal from any list, please follow the specific instructions set forth within the communications you receive from the Company which you no longer wish to receive. If you are unsuccessful in completing the instructions specified in any such communication, please e-mail us at EMAIL, including a copy of the undesired email attached to the request, and state you wish to be removed from the mailing list.

Acceptance of Terms

By using the Website, you accept the policies and restrictions set forth in this Privacy Policy. If you do not agree to this policy, please do not use the Website. This Privacy Policy may be revised from time to time by updating this posting. You are bound by any such revisions and should therefore periodically visit this page to review the then current Privacy Policy to which you are bound.

Unbelievable, we know.

But here’s why...

If you’re like many taxpayers, you meet with your CPA once per year to file your tax returns.

The problem with this is your tax return is just a report card of the previous year’s activities and the tax moves you made (or didn't make).

And while there are few things that we can correct retroactively, it's the actions

you take and strategies you implement throughout the year, and sometimes years in advance, that will impact the results of your tax return.

And that's where our structured Advisory and support plans come in.

Not ready? - Learn about other ways we can help your business

If you're just getting started or aren't ready to scale your business or portfolio, check out our Tax Smart Insiders TM Community, where you can get tax advice from our team at a fraction of the cost of one-on-one tax choaching!

If you’re a high-net-worth individual with a large portfolio, syndicate, fund, or real estate investment company with specialized needs, check out our customized services.

Plans Starting at

$4,950

FAQs

How much do you services cost?

Our different services range from $1,000 to $6,750 for each individual service. Tax preparation fees may be larger but will depend on the complexity of each specific return (industry, amount of partners, complex financials, etc.)

What is the difference between Tax Advisory and Tax Preparation?

Tax Advisory is where you strategize and put a plan in place for your taxes. This is done through a series of phone calls and deliverables to ensure every area of your tax situation is covered. Tax Preparation is the compliance portion of your taxes. Preparing and filing your actual tax returns with the federal and state agencies.

Does your advisory service include tax preparation?

No, it does not. Tax Advisory and Tax Preparation are sold separately.

I may only need tax preparation right now, am I an ideal client?

Yes, you could be. If your tax returns are more complex than the average, having someone specialized in your industry is beneficial. We have other opportunities to receive advisory level services.

How can I ensure a smooth tax preparation process?

Our Tax Preparation fees assume your accounting work is complete and accurate. This means a Profit & Loss Statement and Balance Sheet if you’re a business. If you need help with Accounting, we have an Accounting service to assist you!

Will you help me find tax deductions?

As part of our Tax Advisory service we will help identify what expenses you currently should be deducting given your current structure, as well as potential deductions for your business. As a rule of thumb, always start with what you’re currently spending money on as a potential deduction.