Tax & Accounting Services—So you keep more of what you earn
Most CPAs just file your tax returns. At TrueBooks, we take a proactive approach—helping Real Estate Investors just like you unlock tax-saving strategies that keep more money in your pocket.
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We Help High-Income
W2 Earners, Investors, and Entrepreneurs Keep More of What They Earn!
You Deserve a CPA Who Does More Than File Taxes—TrueBooks Transforms Your Tax Liabilities into Wealth!
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★ ★ ★ ★ ★ Trusted by High-Income W2 Earners, Investors, and Business owners
Comprehensive Tax
Solutions Tailored to Your Needs
From Strategic Tax Planning to Flawless Filing,
We Offer Expert Services to Help You Save More and Stress Less!
Tax Planning
Strategic planning to stay ahead
Most investors and business owners overpay in taxes simply because they don’t have a plan. Our tax experts help you legally reduce your tax burden, optimize deductions, and implement strategies that put more money back in your pocket. Instead of playing catch-up, we help you stay ahead so you can build wealth smarter.
Tax PREPARATION
Accuracy and proper reporting
Tax season shouldn’t be stressful—or expensive. Our expert team ensures your taxes are filed accurately, on time, and optimized for the highest savings possible
ACCOUNTING
The backbone to everything
Your books are the backbone of your financial success. With our real estate-focused accounting and bookkeeping services, you’ll always know where your money is going and how to make better financial decisions. We help you track cash flow, monitor expenses, and stay tax-ready year-round—so you can focus on growing your business.
Comprehensive Tax Solutions Tailored to Your Needs
From Strategic Tax Planning to Flawless Filing, We Offer Expert Services to Help You Save More and Stress Less!
Tax Planning
Strategic planning to stay ahead
This is where savings happen. Instead of reacting, plan your tax situation in advance to maximize opportunities and minimize liabilities.
Tax PREPARATION
Accuracy and proper reporting
Tax preparation can be daunting. Our expert team ensures your return aligns with your plan, optimizing deductions and staying compliant.
ACCOUNTING
The backbone to everything
Let professionals handle your accounting, payroll, and reports so you can focus on growth. A solid accounting system drives better planning and decision-making.
43+
Clients we’ve helped
28+
Industries we’ve worked with
62
International Sponsors
980+
Event Participants
43+
Clients we’ve helped
43+
Clients we’ve helped
62
International Sponsors
980+
Event Participants
“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability...”
Before coming to us, Joe was not sure how to handle his taxes as W-2 employee that also was interested in acquiring some short term rentals. We informed him of a short term rental loop hole that ended up saving him thousands of dollars. He can now go take that savings and invest it elsewhere!
Joe
Short-Term Rental Investor
“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability...”
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Joe
Short-Term Rental Investor
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.
After working for enough time in this industry, I’ve learned even the best investors and business owners need a lot of help on the accounting and tax side. They are so busy taking action and making deals happen, that they fail to maintain proper books. This ends up costing them so much in the long run. Not only do their tax preparation costs increase, but more importantly they’re not able to make the best decisions throughout the year because they don't know their current financials.
The team and I are excited to help business-owners and investors across the country understand their numbers, make better decisions for their business, and save as much money as possible come tax time!
Get a team behind
you that knows your business!
Check What Our Clients Have To Say!
check Our Blogs!
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Various trade groups, such as the Freelancers Union, have been trying to get states to enact additional legal protections to help them. They’ve succeeded in three of the largest states—California, Ill... ...more
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Backdoor Roth IRA Conversions: Smart Move or Hidden Tax Trap?
This analysis focuses on how high-income individuals can beat the system by making annual Roth contributions via so-called backdoor Roth conversions. Backdoor conversions have gotten a lot of recent a... ...more
Tax
March 26, 2025•1 min read
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pay less taxes!
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