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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Industries we’ve worked with
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Event Participants
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Clients we’ve helped
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Clients we’ve helped
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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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CA, IL, and NY Laws Require Written Freelance Agreements
If your business hires freelance workers—also known as independent contractors—you need to be aware of new laws now in effect in California, Illinois, and New York. These laws are designed to protect freelancers by requiring written contracts and prompt payment.
What’s New?
These states have enacted freelance worker protection acts in response to widespread concerns from freelancers about late or missing payments. The laws apply to most private businesses, regardless of size, that hire freelancers located in or providing services in one of the three states.
Key Requirements
If you pay a freelance worker more than a threshold amount—$250 in California, $500 in Illinois, or $800 in New York (within a 120-day period)—you must use a written agreement that includes the following:
Names and addresses of both parties
Description and value of the services
Rate and method of compensation
Payment due date (or how it will be determined)
Date by which the freelancer must submit a service record for processing
You may use paper or electronic contracts, but you must keep a copy for two to six years, depending on the state.
Who Is Covered?
These laws apply only to freelancers—typically one-owner independent businesses. California’s law applies only to freelancers in specified professions (e.g., writers, designers, appraisers), and Illinois excludes entities like LLCs and corporations.
Failure to pay a freelancer or to provide a proper contract can lead to double damages, attorney fees, and statutory penalties—up to $1,000 per violation in some cases. New York may impose fines of up to $25,000 for repeated violations.
What You Should Do
Use a compliant freelance agreement.
Pay freelancers on time.
Document performance issues carefully if withholding payment.
Avoid retaliation against freelancers who assert their rights.
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Matt Bontrager
We help Investors & Entrepreneurs
pay less taxes!
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