Our Services

You deserve a CPA who does more than just prepares your tax return.

Our services can help grow your business in a number of ways:


Live Meetings Twice a Month

Live Q&A Sessions

Tax Tips and Strategies

Best Practices

Access to Prior Q&A Recordings

Premium (Most Popular)

Includes Starter Service

Income Tax Preparation

Prior-Year Tax Return Review

Entity Structure Review

Tax Strategy

Quarterly Tax Review

IRS Letter Review

Tax Deadline Reminders

24/7 Access to Secure Cloud Portal

Video & Phone Communication


Includes Starter and Premium Services

Monthly Accounting & Bookeeping

Monthly Management KPI/Q&A Meeting

Mid-Year and Year-End Financial Planning Review

"Using Truebooks CPA helped me save over $31,000 in taxes this past year."

- Cindy Martin

Ready to Get Started?