
1 - 10 employees
Founded 2019
💸 Finance
🏠 Real Estate
🤝 B2B
Finance • Real Estate • B2B
TrueBooks CPA is a specialized certified public accounting firm that helps high-income W-2 earners, real estate investors, and entrepreneurs minimize tax liabilities and make strategic financial decisions. They provide tax planning, tax preparation, bookkeeping, payroll, and accounting services, plus an online Tax Hub with courses, live calls, and templates to support clients. TrueBooks emphasizes proactive tax strategy, industry-specific expertise (notably real estate and short-term rental investors), and uses a client portal and onboarding process to deliver personalized, ongoing advisory and compliance services.
🕒 January 7
Senior Tax Associate providing high-level client service and managing tax returns for high net-worth individuals. Mentoring associates and preparing Federal and state tax returns at a tax firm.
🕒 January 6
Tax Advisor providing expertise to clients on tax strategies and compliance with tax laws. Helping clients minimize liabilities while ensuring proper filing and documentation in a remote capacity.