TrueBooks can help you turn your tax liabilities into investment opportunities.

TRUEBOOKS

Number of Employees

21-50

Pricing Model

Subscription

Support Model

TRUEBOOKS

We help high income W2 earners, investors and entrepreneurs pay less taxes. You deserve a CPA that does more than just file your taxes. TrueBooks can help you turn your tax liabilities into investment opportunities.

At TrueBooks, we understand that navigating personal taxes can be overwhelming. Our expert team is here to simplify the process and maximize your returns. Whether you're a salaried employee, self-employed, or have multiple income streams, we tailor our services to your unique needs. We stay updated with the latest tax laws and deductions to ensure you get the most out of your tax return. Trust us to handle your tax preparation, filing, and planning with precision and care.

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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.

Clients who would be a good fit

Our firm works best with growth-minded business owners and real estate professionals who value proactive communication, organized financials, and long-term strategic planning. We thrive in partnerships where clients are open to collaboration, appreciate responsiveness, and are committed to staying on top of their financial obligations. Our ideal clients are looking for a team that not only keeps their books clean and compliant but also provides guidance to support their business goals.

Clients who would NOT be a good fit

We may not be the best fit for clients who are looking for one-time, transactional services without ongoing communication or collaboration. We also tend to avoid engagements where financial records are consistently disorganized with limited willingness to improve systems or processes.

Credentials

No items found.

Services

Accounting

Tax Strategy

Tax Preparation

Preferred Industry

Hospitality

Industrial

Medical

Office

Residential

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