tax Advisory

Proactive tax strategy to

minimize your taxes.

Individualized tax planning for real estate investors and business owners.

tax Advisory Services

Proactive tax strategy to

minimize your taxes.

Individualized tax planning for real estate investors and business owners.

There's more to Taxes Than Just Filing them

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.

There's more to Taxes Than Just Filing them

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.

Tax Advisory

Advanced level investor/business owner

Our more inclusive advisory service, providing you with more one-on-one time and analysis. You will receive two one-hour tax planning calls, accounting assessment, entity structure chart, and tax plan analysis. If we prepare your tax returns, you can expect a tax projection to best be prepared for tax season as well.

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.

Not ready? - Here's how we can still help.

If you're not ready for one-on-one tax planning, we've come up with a scalable solution for you that gives you tips and strategies to still maxmize your tax situation. You'll get,

- Live Q&A

- Digital self-study courses on tax strategy

- Templates, and more

This is the perfect solution for someone new to their tax situation.

Office Hours

$1,497

Not ready? - Here's how we can still help.

If you're not ready for one-on-one tax planning, we've come up with a scalable solution for you that gives you tips and strategies to still maxmize your tax situation. You'll get,

- Live Q&A

- Digital self-study courses on tax strategy

- Templates, and more

This is the perfect solution for someone new to their tax situation.

FAQs

How much do your services cost?

Our different services range from $2,000 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.)

What is the difference between Tax Planning and Tax Preparation?

Tax Planning 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 Planning 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.”

-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

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