This was my first time using TrueBooks, and I couldn’t be more impressed! As a freelance designer, taxes can be overwhelming, but their team made the process seamless. They were incredibly responsive and helpful, especially when we encountered a mistake. In the end, they took the time to walk me through everything over a call before filing, ensuring I felt confident and informed. I highly recommend TrueBooks to any freelancer or small business owner looking for reliable tax professionals. Less

We have been using Truebook’s Morgan Allen for all of our bookkeeping needs for just about 2 years now. We couldn’t recommend her and her team more. Great service, and super affordable pricing!I have owned 2 separate $10+ revenue companies and my biggest struggle was always keeping my books to a real time state, which would hinder my ability to have proper strategic conversations with my CPAs and partners.In two years with Morgan, my books have always been up to date by the 10th of the following month (due to AMEX not releasing the statement until then, otherwise I’m confident Morgan would have it done prior). Our business just hit $2m in revenue and we are able to make real time decision and strategic moves due to this. What’s even more impressive is we deal exclusively in Real Estate, so our books are significantly more complex than a traditional business model.If you are considering moving your business to TrueBooks for your bookkeeping needs, reach out to Morgan, you won’t forget it.This upcoming year, we will be strongly considering changing our CPAs to Truebooks as well. Will write a follow up with how our experience goes with that! Less

If you have short term rentals you need to use TrueBooks. Matt and his team know the tax code when it comes to STRs. The past 2 years I’ve paid in $0. Before Truebooks I was paying well over $10,000. Thank you TrueBooks!! Less

TrueBooks is awesome. They’ve been helping with my taxes the last few years. They’re professional, knowledgeable, and helpful especially for people have real estate investments. I highly recommend this firm for your tax needs. Less

Steven at TrueBooks has been an absolute awesome CPA to work with! He prepared 2 business S corp tax filings and a personal 1040 before the April 15th deadline. From the start he's been incredibly informative and patient, walking us through every tax detail with clarity and expertise.Not only did Steven and Jerry provide top-notch advice that saved us money, but his quick responses and excellent communication skills made the entire process a breeze. We never felt left in the dark or waiting for answers and were pleased with all of their help and advice. Less

Love Truebooks! Our tax situation got too complicated for me and my husband to handle our selves. I join their bi-weekly calls and find it super useful and informative and I feel like I have the tools to scale my short term rental business.The entire team is super friendly and patient. I look forward to using them for years to come! Less