Terms Of Use

These are the terms and conditions (“Terms”) that govern the relationship between you, the user of this website (the “Website”), and TrueBooks CPA© (the “Company”) regarding your use of the Website. By visiting the Website, you accept and agree to abide by these Terms.

Your access to and use of this Website, as well as all related Websites operated by Company is subject to Terms and all applicable laws. By accessing and browsing the Website, you accept the Terms, without limitation or qualification.

Informational Website

The information provided on the Website is for informational purposes only. It is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Our inclusion of information on the Website is not intended to create, and your receipt of the information does not constitute, an accountant-client relationship. Do not act upon information contained on the Website without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this Website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information

The Company makes reasonable efforts to include accurate and up-to-date information on the Website. The Company, however, does not warrant that any information contained in or made available on the Website is current, accurate, or complete.

The Company provides no warranties of any kind, express or implied, regarding the information contained on, or in, the Website.

Third-Party Sites

The Website may contain links to other websites. We do not control, evaluate, endorse, or guarantee anything found in those sites. We do not assume any responsibility or liability for the actions, products, services, and content of any third-party Websites.

Social media

The Website may contain links to social media sites such as LinkedIn, Facebook, and Twitter (collectively, “Social Media Sites”). Any information or other content you post or divulge, such as pictures, information, opinions, or any other type of personal identifiable information that you make available to other participants on these Social Media Sites may be subject to this Website’s Terms and/or the terms and conditions and privacy policies of those respective Social Media Sites. We do not control or endorse the content, messages or information found in any Social Media Sites and, therefore, specifically disclaim any liability relating to the Social Media Sites and your use of such Social Media Sites.

We have no obligation to monitor the Social Media Sites and are not responsible for the content or activities on the Social Media Sites. However, we reserve the right in our sole discretion to review materials posted to Social Media Sites and to remove any materials at any time, for any reason, without notice to you. The Company reserves the right to terminate your ability to access to any or all of the Social Media Sites through the Site at any time without notice for any reason whatsoever.

Ownership of Content and Related

All content on the Website is the property of the Company or its licensors or suppliers, which includes, but is not limited to all content, videos, training materials, products, services and/or other materials, made available on the Website by us or other third parties (collectively referred to as the “Content”). You agree that such Company Content shall include all proprietary videos, coding, graphics, voice, and sound recordings, artwork, photos, documents, and text as well as all other materials included on the Website. You may not use, display, reproduce, retransmit, modify, distribute, disseminate, sell, publish, create derivative works of, broadcast, circulate, display or in any way exploit any such content (including any copyrighted material, trademarks, or other proprietary information), in whole or in part, anything on the Website or otherwise owned by Company, whether by e-mail or by any other means, for any purpose other than for your personal, non-commercial use. You may not distribute, modify, transmit or use the content of the Site or any Content, including any and all software, tools, graphics and/or sound files, for public or commercial purposes without the express written permission of the Company.

All Content, such as text, data, graphics files, videos and sound files, and other materials contained on the Website, are the property of the Company and/or a supplier to the Company. No such materials may be used except as provided in these Terms.

All trade names, trademarks, and images and biographical information of people used in the Company Content and contained on the Website, including without limitation the name and trademark Company, are either the property of, or used with permission by, the Company. The use of Content by you is strictly prohibited unless specifically permitted by these Terms. Any unauthorized use of Content may violate the copyright, trademark, and other proprietary rights of the Company and/or third parties, as well as the laws of privacy and publicity, and other regulations and statutes. Nothing contained in this Agreement or in the Site is, or shall be construed to be, granting, by implication or otherwise, any license or right to use any Content without the express written consent of the Company.

If you provide anything regarding the Website to Company, including, but not limited to, notes, text, drawings, images, designs or computer programs, such submissions shall become, and shall remain, the sole property of Company. No submission shall be subject to any obligation of confidence on the part of Company. Company shall exclusively own all rights to (including intellectual property rights thereto), and shall be entitled to unrestricted use, publication, and dissemination as to all such submissions for any purpose, commercial or otherwise without any acknowledgment or compensation to you.

Limitation of LiabilityYou use the Website at your own risk. In no event shall the Company, its officers, directors, managers, members, employees, agents, sponsors, advertisers, parents, affiliates, successors, or assigns be liable to any person or entity for any loss, damage (whether actual, consequential, punitive, special or otherwise), injury, claim or liability of any kind or character whatsoever based upon or resulting from the use of, or inability to use, this Website, or any information or materials provided on the Website. We expressly disclaim all liability of any kind.

Indemnification

You agree to indemnify and hold the Company and each its officers, directors, managers, members, employees, agents, sponsors, advertisers, parents, affiliates, successors, and assigns, harmless from any and all liabilities, claims, damages and expenses, including reasonable attorney’s fees, arising out of or relating to (i) your breach of these Terms, (ii) any violation by you of law or the rights of any third party, (iii) any materials, information, works and/or other content of whatever nature or media that you post or share on or through the Website, (iv) your use of the Website or any services that the Company may provide via the Website, and (v) your conduct in connection with the Website. The Company reserves the right to assume the exclusive defense of any claim for which we are entitled to indemnification under this section. In such event, you shall provide the Company with such cooperation as is reasonably requested by the Company.

Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Nevada, without giving effect to any principles of conflicts of law. You further submit to the exclusive jurisdiction of the state and federal courts sitting in Clark County, Nevada. If any provision of this agreement shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions.

Revisions

The Terms may be revised from time to time. You are bound by any such revisions and should therefore periodically visit this page to review the then current Terms to which you are bound.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (I) avoiding penalties under the Internal Revenue Service (II) promotion, marketing or recommending to another party any transaction or matter addressed herein.

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.

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

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.

We help Investors & Entrepreneurs pay less taxes.

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