SERVICES
What We’ll Help You With
SERVICES
What We’ll Help You With
Start planning for next year today
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!
Start planning for next year today
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!
Office Hours
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.
Tax Advisory
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
Tax Preparation
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
Bookkeeping
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
Office Hours
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.
Tax Advisory
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.
Tax Preparation
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
Bookkeeping
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
We're excited to work together.
Step 1
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Step 2
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Step 3
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
We're excited to work together.
Step 1
Apply to work with us
Complete the form on this page and our office will reach out to ensure we are a good fit.
Step 2
Onboarding
If we are a fit, we will onboard and collect all of your information required for your selected services.
Step 3
Implementing
After onboarding, we execute on the services you've chosen and are here to grow with you.
Office Hours
$2000 /year
What’s included:
2 Live Calls per Month
Tax Tips and Strategies & Live Q&A Access to prior calls
Templates
Tax FAQs
Digital Course
Option to Purchase 30 mins.
Advisory Calls $500
Advisory
$6,500
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
$1,000+
What’s included:
Federal & State Returns
Office Hours
Bookkeeping
$750+/monthly
What’s included:
Monthly Financial Statements
KPI Analysis
Office Hours
$2000 /year
What’s included:
2 Live Calls per Month
Tax Tips and Strategies & Live Q&A Access to prior calls
Templates
Tax FAQs
Digital Course
Option to Purchase 30 mins.
Advisory Calls $500
Advisory
$6,500
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
$2,000+
What’s included:
Federal & State Returns
Office Hours
Bookkeeping
$750+/monthly
What’s included:
Monthly Financial Statements
KPI Analysis
Find out how much your business will save with TrueBooks.
Skip the learning and start earning more today. TrueBooks will step in as your very own CFO.
Find out how much your business will save with TrueBooks.
Skip the learning and start earning more today. TrueBooks will step in as your very own CFO.
FAQs
How much do your services cost?
Our different services range from $1,497 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.
I now feel confident and stress-free during tax time
“I cannot express how grateful I am to TrueBooks. As a busy entrepreneur, I used to dread tax season and the uncertainty it brought. However, they meticulously reviewed my financial situation, identified often overlooked deductions, and implemented a tax-saving strategy tailored to my specific needs. I now feel confident and stress-free during tax time, knowing that I'm taking advantage of every available opportunity to save. TrueBooks has not only saved me money but also provided me with valuable financial insights that have positively impacted my overall financial planning. I highly recommend their services to anyone seeking to optimize their tax position and secure a brighter financial future.”
-Jane Johson, Business Owner
We were pleasantly surprised by the substantial savings we achieved
“Working with TrueBooks has been a game-changer for our business! They helped us navigate the complexities of tax regulations, allowing us to decrease our tax liability significantly. We were pleasantly surprised by the substantial savings we achieved, which freed up resources to reinvest in our growth initiatives. Their personalized approach and proactive strategies have undoubtedly made a positive impact on our bottom line.”
-Julie Smith, 6-Figure Business Owner
A++++
“Our experience with TrueBooks has truly revolutionized our business operations! Their expert guidance in navigating the intricate landscape of tax regulations has resulted in a remarkable reduction in our tax burden. We were pleasantly taken aback by the substantial cost reductions we attained, enabling us to redirect resources towards fueling our expansion endeavors. Their tailored methods and forward-thinking tactics undeniably contributed positively to our financial performance"
-Rod Johnson
We highly recommend TrueBooks!
"TrueBooks has been a game-changer for our company, transforming the way we handle our finances. Their expert guidance in maneuvering through complex tax regulations has led to a significant decrease in our tax expenses. We were pleasantly surprised by the substantial savings we achieved, allowing us to allocate more resources towards our growth initiatives. Their personalized approach and proactive strategies have unquestionably boosted our financial well-being."
-Zane Simpson
WOW, Truly Surprised
“TrueBooks has been an invaluable partner in managing my tax needs. Their service stands out with its user-friendly approach, making tax management accessible for both seasoned professionals and newcomers. The commitment to accuracy is evident in every aspect, ensuring precise calculations and compliance with the latest tax regulations. TrueBooks doesn't just provide a service; it offers a comprehensive solution that instills confidence in the accuracy of my financial reports and statements. The responsive customer support team adds another layer of assurance, making TrueBooks my top choice for reliable, efficient, and user-friendly tax services. I highly recommend TrueBooks to anyone seeking a trustworthy ally in navigating the complexities of taxation for financial success..”
-Jane Smith, 6-Figure Business Owner
We help Investors & Entrepreneurs pay less taxes.
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