SERVICES
SERVICES
If you’re like many investors, business owners, or high earning individuals, you know keeping clean and up-to-date financial records is key to making good financial decisions, minimizing your tax liability, and growing your wealth.
All these questions can be answered when you have a good accounting system that is updated regularly. Without one, you’re making educated guesses (at best).
After helping over 800 real estate investors, business owners, and high earning individuals we have experienced every tax situation there is!
If you’re like many investors, business owners, or high earning individuals, you know keeping clean and up-to-date financial records is key to making good financial decisions, minimizing your tax liability, and growing your wealth.
All these questions can be answered when you have a good accounting system that is updated regularly. Without one, you’re making educated guesses (at best).
After helping over 800 real estate investors, business owners, and high earning individuals we have experienced every tax situation there is!
Your tax toolbox
Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.
Strategic planning to stay ahead
This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.Our more inclusive advisory service, providing you with more one-on-one time and analysis
Accuracy and proper reporting
Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings
The backbone to everything
Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions
Your tax toolbox
Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.
Strategic planning to stay ahead
This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.
Accuracy and proper reporting
Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings
The backbone to everything
Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
Tax Education
What’s included:
2 Live Calls per Month
Tax Tips and Strategies & Live Q&A Access to prior calls
1- 1hr, one-one-one call with a tax advisor
Templates
Tax FAQs
Digital Course
Option to Purchase 30 mins.
Advisory Calls $500
Advisory
What’s included:
Office Hours
Priority-year Tax Return Assessment
Accounting Assessment
Entity Structure Chart
Tax Planning Calls (3x 1 hour)
2x 30 min. Check Ins
Tax Plan Deliverable
Tax Projection*
Email Support
IRS Letter Review*
Tax Preparation
What’s included:
Federal & State Income Tax Return Preparation
State LLC/Franchise Tax Return Preparation
Amended Return Preparation if errors are found
Extension Filing: Assistance with filing for tax extensions when necessary
Estimated Tax Payments for self-employed individuals
Deductions Review
Credits Maximization
Tax Authority Notice Review
Professional representation before tax authorities, if needed
Secure and efficient electronic filing of tax returns
2-Year Tax Comparison
Regulatory Compliance with all current tax laws and regulations
Add On's For An Additional Fee:
Audit Assistance: Guidance and support in the event of an IRS audit (billed hourly)
Bookkeeping
What’s included:
Monthly Profit and Loss
Monthly Balance Sheet
Monthly Reconciled Bank Transactions
Monthly Reconciled Credit Card Transactions
KPI Analysis
What’s included:
2 Live Calls per Month
Tax Tips and Strategies & Live Q&A Access to prior calls
1- 1hr, one-one-one call with a tax advisor
Templates
Tax FAQs
Digital Course
Advisory
What’s included:
Office Hours
Priority-year Tax Return Assessment
Accounting Assessment
Entity Structure Chart
Tax Planning Calls (3x 1 hour)
2x 30 min. Check Ins
Tax Plan Deliverable
Tax Projection*
Email Support
IRS Letter Review*
Tax Preparation
What’s included:
Federal & State Income Tax Return Preparation
State LLC/Franchise Tax Return Preparation
Amended Return Preparation if errors are found
Extension Filing: Assistance with filing for tax extensions when necessary
Estimated Tax Payments for self-employed individuals
Deductions Review
Credits Maximization
Tax Authority Notice Review
Professional representation before tax authorities, if needed
Secure and efficient electronic filing of tax returns
2-Year Tax Comparison
Regulatory Compliance with all current tax laws and regulations
Add On's For An Additional Fee:
Audit Assistance: Guidance and support in the event of an IRS audit (billed hourly)
Accounting
What’s included:
Monthly Profit and Loss
Monthly Balance Sheet
Monthly Reconciled Bank Transactions
Monthly Reconciled Credit Card Transactions
KPI Analysis
Skip the learning and start earning more today. TrueBooks will step in as your very own CFO.
Skip the learning and start implementing TODAY!
Our different services range from $1,497 to $6,500+ 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.)
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.
No, it does not. Tax Advisory and Tax Preparation are sold separately.
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.
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!
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.
We help Investors & Entrepreneurs pay less taxes.
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