Services & Pricing
10+ Years of Comprehensive Tax, Bookkeeping & Business Advisory Services
Professional Financial Solutions Tailored to Your Needs
Are you in search of accurate, reliable, and personalized financial solutions for your individual, freelance, or business needs? Look no further!
TrueCount Advisor is an IRS-Enrolled accounting and tax firm dedicated to ensuring that clients receive professional guidance across taxes, bookkeeping, and business advisory.
With us, you will stay organized, compliant, and confident in your financial decisions.
End-to-End Tax Services
Navigating taxes can be stressful and complex. TrueCount Advisor provides comprehensive tax services designed to ensure compliance, optimize outcomes, and reduce potential liabilities. Every filing is approached with precision and personalized attention.
Individual and Small Business Tax Preparation
Our team manages all aspects of tax preparation for W-2 employees, freelancers, and small businesses. We ensure accurate filing, capture every eligible deduction, and maximize refunds. By reviewing your financial records closely, we minimize errors and streamline the process so clients can file with confidence.
Tax Planning
Strategic planning goes beyond simple filing. We will analyze your financial situation to develop proactive strategies that reduce liabilities, optimize cash flow, and plan for future tax obligations. Our guidance helps clients anticipate tax changes and make informed financial decisions throughout the year.
Amendments
Mistakes or missed opportunities on prior returns can be corrected quickly. Our team reviews previous filings, identifies necessary adjustments, and submits amendments accurately and efficiently. This ensures compliance and peace of mind while potentially recovering overpaid taxes.
IRS Representation
Facing an IRS audit, notice, or collection? TrueCount Advisor is authorized to represent you in audits, collections, and appeals. We will act as your advocate, communicate directly with the IRS, and work to resolve issues efficiently while protecting your interests.
Bookkeeping & Accounting
Accurate, organized, and timely bookkeeping forms the foundation of any successful business. Our expert accountants provide comprehensive bookkeeping and accounting support tailored to give you confidence in your financial data.
Monthly Bookkeeping
We maintain consistent and organized records to provide a clear snapshot of your financial health. Timely tracking of income and expenses ensures you always know your business’s financial position.
Cleanup and Catch-Up
Prior bookkeeping errors or missing records can create confusion and compliance risks. Our team carefully reviews your accounts, corrects discrepancies, and brings financial books up to date. This provides a clean, reliable starting point for ongoing management.
Financial Statements
Accurate reports are essential for informed decision making. We prepare detailed profit and loss statements, balance sheets, and other reports that help you understand performance trends, identify opportunities, and make strategic choices.
Bank and Credit Card Reconciliation
Reconciling accounts ensures every transaction is recorded correctly. Our accountants will systematically review your bank and credit card activity to detect errors, verify balances, and maintain financial accuracy.
Accounts Payable and Receivable Support (A/P & A/R)
Effective cash flow management is critical. We track incoming and outgoing payments, manage invoices, and help our clients stay on top of obligations to maintain healthy financial operations.
QuickBooks Setup and Support
Our QuickBooks ProAdvisor team provides professional setup and ongoing support. From organizing accounts to troubleshooting software issues, we will ensure QuickBooks works efficiently to streamline your bookkeeping processes. QuickBooks and CRM integration – synchronization assistance and consulting.
Business Advisory
TrueCount Advisor goes beyond numbers to provide actionable guidance that helps businesses grow and operate efficiently. Our advisory services empower entrepreneurs to make informed decisions and establish strong foundations.
Entity Selection
Choosing the right business structure is essential for liability protection, tax efficiency, and operational success. We help clients evaluate options and select the structure that best aligns with their goals.
New Business Setup
Launching a business requires careful planning and compliance. We assist with registrations, filings, and financial setup to ensure your new venture starts on solid ground.
Financial Consulting
Our consulting services provide strategic insights into budgeting, cash flow management, and growth planning. We help identify inefficiencies, optimize processes, and guide decision-making for long-term success.
Periodic Reviews and Financial Reporting
Regular evaluation of your financial data allows individuals and businesses to stay on track. We provide scheduled reviews and comprehensive reports to monitor performance, uncover opportunities, and address challenges proactively.
Mobile Notary Services
Professional Mobile Notary
TrueCount Advisor provides convenient, professional Mobile Notary Services for individuals and businesses requiring certified document execution.
Transparent Pricing
Clear, competitive rates with no hidden fees
Monthly Bookkeeping
$250
/month
Starting at
Business Tax Prep
$450
/month
Starting at
Individual Tax Prep
$200
/month
Starting at
Need a Custom Quote?
Every business is unique. Contact us for personalized pricing based on your specific needs.
Backed by Professional Expertise
Enrolled IRS Agent (EA)
Authorized to represent clients before the IRS for audits, collections, and appeals.
QuickBooks Expertise
Proficient in accurate bookkeeping, cleanup, and setup for small businesses.
Master of Business Administration
Advanced training in business strategy, financial management, and operations.
Why Clients Choose TrueCount Advisor
Enrolled Agent Representation
Admitted to handle audits, notices, collections, and appeals.
Certified Expertise
Intuit Bookkeeping Certification and QuickBooks ProAdvisor credentials ensure precise financial management.
Personalized Attention
Every client receives clear, practical guidance and ongoing communication.
Comprehensive Solutions
Seamlessly integrating tax, bookkeeping, and advisory services for holistic support.
Trusted Professionals
Over a decade of experience with individuals, freelancers, and small businesses across industries.
Book Our Bookkeeping and Tax Services Today!
TrueCount Advisor simplifies taxes, bookkeeping, and business advisory so clients can focus on their goals. Our team delivers dependable, accurate, and actionable financial guidance.