- Las Vegas, NV Tax Specialist & CPA Advisory Firm
TAX PLANNING LAS VEGAS
The TrueBooks Team
Our Founder
With over a decade of experience in the financial sector, Managing Partner Matt Bontrager has seen firsthand how even the savviest investors and business owners miss out on significant tax-saving opportunities simply because they lack the right financial guidance. He founded TrueBooks to provide that guidance and help you turn your tax liabilities into investment opportunities and has helped his clients cut their tax bills with top-tier service and innovative ideas.
Exceptional CPAs, Enrolled Agents, & Advisors Working for You
VP of Operations
Administrative Director
Accounting Director
Director of Sales
Senior Tax Advisor
Tax Manager
Tax Manager
Tax Manager
Senior Tax Associate
Senior Accountant
Administrative Manager
Accountant
Tax Associate
Tax Associate
Tax Associate
GET STARTED
Looking for a broader Las Vegas CPA firm? Visit our homepage to learn more about TrueBooks CPA’s full advisory suite.
TAX PLANNING, NOT TAX GUESSING
Tax preparation reports what already happened. Tax planning helps you make strategic decisions while there is still time to act.
We review your income, entities, deductions, investments, payroll, and upcoming decisions so you know where you stand.
We look for legal, strategic ways to reduce tax liability, improve timing, and avoid preventable surprises.
Tax planning works best when it connects with accounting, payroll, real estate activity, and long-term goals.
As income, investments, business activity, or life events change, your tax strategy should change with them.
PLANNING AREAS
For investors navigating rental properties, depreciation, cost segregation, property sales, passive losses, and portfolio growth.
For investors who need help understanding short-term rental rules, material participation, depreciation, documentation, and how short-term rentals fit into their larger tax picture.
For high-income earners who need help planning around W-2 income, bonuses, real estate investments, deductions, and long-term tax exposure.
For individuals and families with complex income, investment activity, real estate, inheritance, business interests, or major financial events.
For business owners buying, selling, or preparing to transition a business and needing tax guidance before decisions are finalized.
For individuals who have received or expect to receive an inheritance and need help understanding tax implications, basis, investments, and planning options.
For owners who need help with income planning, entity structure, owner compensation, deductions, payroll, and year-end tax decisions.
THE TRUEBOOKS DIFFERENCE
| Traditional Tax Filing | TrueBooks Tax Planning |
|---|---|
| Looks backward | Plans forward |
| Starts when documents are uploaded | Starts before decisions are made |
| Focuses on compliance | Focuses on strategy and compliance |
| Often reactive | Proactive throughout the year |
| Limited visibility | Clearer tax picture |
| Generic advice | Planning built around your situation |
| Tax return is the endpoint | Tax strategy is ongoing |
“Your tax return shows what already happened. Your tax plan helps shape what happens next.”
WHAT WE REVIEW
Tax planning is strongest when it is based on accurate books, clear documentation, and a complete view of your financial picture.
CLIENT EXPERIENCE
“Great CPA’s & Bookkeepers are IMPROBABLE to find. This crew is awesome. Thanks to Stella, Crystal and the Team (Sorry I am missing names) for helping us year after year! Blessings.”
— Joseph McFarlane
“I’ve been with TrueBooks for 2 years now. Very impressed! The team is super responsive and has given me excellent tax planning advice.”
— T. Owen Rassman
“Matt is world class! If you’re looking for high quality tax advisors that don’t beat around the bush and give specific and guided direction, TrueBooks is the spot. I really appreciate how they went above and beyond to make sure the experience was 5 stars. Thank you Matt and Steven.”
— Jordan Scroggins
“Stella with Truebooks provides the best service and quality I’ve ever had with bookkeeping services. I wish I would have found TrueBooks sooner. Matt, Stella and their team are the best! I highly recommend”
— Matt Sanderson
ENGAGING PARTNERSHIP
Step 1
We organize prior returns, entity details, accounting records, income sources, and key documents so your advisor can understand the full picture.
You meet with your advisor to discuss goals, concerns, income, investments, business activity, real estate, and upcoming decisions.
We identify planning opportunities, review projections, clarify priorities, and outline the steps needed to support your tax strategy.
As your income, business, investments, or goals change, we help adjust the strategy and keep your plan aligned throughout the year.
CONNECTED ADVISORY SERVICES
Accurate federal and state tax preparation supported by a team that understands your broader tax strategy.
Clean books and professional financial statements that help support better planning decisions.
Payroll support that coordinates with owner compensation, compliance, and tax planning.
Specialized guidance for real estate investors buying, selling, restructuring, or expanding their portfolios.
SPECIALIZED PROFILES
Planning for rental income, depreciation, entity structure, property sales, short-term rentals, and real estate portfolio decisions.
Planning for business income, entity structure, payroll, owner compensation, deductions, growth, and major business transitions.
Planning for high W-2 income, inheritance, investments, high-net-worth tax concerns, and major financial events.
GET STARTED
Step 1
Tell us about your tax situation, business, investments, or upcoming decisions.
Step 2
We determine whether TrueBooks is the right fit and what type of planning support makes sense.
Step 3
If we are a fit, we begin organizing your information, reviewing your tax picture, and building the right planning approach.
FREQUENTLY ASKED QUESTIONS
Tax planning is the process of reviewing your income, business activity, investments, entities, deductions, and future decisions before tax season so you can make smarter financial choices. Tax preparation reports what already happened. Tax planning helps you plan before the year is over.
Tax planning may be a good fit for business owners, real estate investors, high-income W-2 earners, high-net-worth individuals, and anyone with a more complex tax situation. It is especially useful if your income, investments, business, or major financial decisions are changing.
Tax preparation focuses on filing accurate tax returns. Tax planning focuses on strategy before those returns are filed. It may include projections, entity review, estimated tax planning, real estate strategy, payroll review, and coordination with accounting.
Tax planning can help identify legal strategies to reduce tax liability, avoid surprises, and improve decision-making. The exact opportunities depend on your income, entities, business activity, investments, real estate, and timing.
Yes. TrueBooks CPA helps real estate investors with tax planning related to rental properties, short-term rentals, depreciation, entity structure, property sales, and portfolio decisions.
Yes. TrueBooks CPA helps business owners with tax planning related to business income, entity structure, owner compensation, payroll, deductions, bookkeeping, and major business decisions.
The earlier, the better. Tax planning is most useful before major decisions are made and before the year is over. Waiting until tax season often limits the options available.
Yes. TrueBooks CPA is based in Las Vegas and works with business owners, real estate investors, high-income earners, and individuals nationwide who need proactive tax and accounting guidance.
No obligation. Free 1-on-1 strategy call. Fully confidential.
