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.
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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!
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Backdoor Roth IRA Conversions: Smart Move or Hidden Tax Trap?
If you’ve ever wondered how to get more money into a Roth IRA despite income limits, the backdoor Roth IRA conversion strategy may have caught your attention. It’s a smart planning tool for high-income earners—but only when used with care.
First, a quick refresher: Roth IRAs offer two powerful benefits—tax-free withdrawals in retirement (if you meet certain conditions) and no required minimum distributions during your lifetime. These features make Roth IRAs excellent for retirement income planning and for long-term wealth transfer to heirs.
Unfortunately, direct contributions to a Roth IRA are phased out at higher income levels—$236,000 to $246,000 for joint filers and $150,000 to $165,000 for single filers in 2025. That’s where the backdoor Roth comes in.
Here’s how it works: You make a non-deductible contribution to a traditional IRA, then convert that amount into a Roth IRA. If you have no other traditional IRAs, this strategy can be a clean, tax-free move.
However—and this is key—if you have other traditional IRAs (including a SEP or SIMPLE IRA), the IRS looks at all of them when determining the taxable portion of your conversion. This can result in unexpected taxable income on the conversion. In other words, what appears to be a simple “tax-free” conversion could surprise you with a tax bill if you’re not careful.
Before you make a move, it’s essential to review your entire IRA picture. In some cases, consolidating or converting other IRAs first can help set the stage for more tax-efficient backdoor conversions down the line.
Bottom line: A backdoor Roth IRA conversion can be a powerful tool, but it’s not a one-size-fits-all solution.
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Matt Bontrager
We help Investors & Entrepreneurs
pay less taxes!
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