Did you know?

Taxes are often your largest expense.

Over 80% of the tax returns we review contain errors or missed opportunities.

Sadly for most taxpayers, this is true. Taxes can often represent 30-50%+ of your annual income.

What’s worse is many real estate investors never receive adequate tax advice or coaching from their CPAs on how to reduce their tax bills.

In fact, most real estate investors are leaving thousands of tax dollars on the table. We review 1,000s of real estate investor tax returns each year as part of our sales process and over 80% of them have errors or missed opportunities.

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.

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.

Ready to Become Part of TRUEBOOKS?

Needs a CPA that understands your business and works with people within your industry.

STEP # 1

Apply to be a Client

Meet your tax manager and discuss the tax preparation process, including expectations for the engagement and what information and documents we will need to prepare your return.

STEP # 2

State your Goals

Our team will prepare your tax return and review it for accuracy, finding every opportunity for tax savings.

STEP # 3

Shape your Finance

After we prepare and review your return, we will send it to you for your review before filing it on your behalf.

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

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

ABOUT ME

Matt Bontrager

CPA & Managing Partner

Money and real estate have always been a passion of mine. I started my career in the banking industry. After graduating college I went to work at one of the Big 4 accounting firms, Deloitte to 'earn my stripes' and later became a CPA. During this time I was able to buy my first home when I was 23 years old.

After working with Ryan and other real estate investors, I’ve learned that even the best investors need a lot of help on the accounting side. They are so busy taking action and making deals happen, that they fail to maintain proper books. This ends up costing them so much in the long run. Not only do their tax preparation costs increase, but more importantly they’re not able to make the best decisions throughout the year because they don't know their current financials.

I’m excited to help investors across the country understand their numbers, make better decisions for their business, and save as much money as possible come tax time.

ABOUT ME

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 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.

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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.”