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Tax Preparation & Optimization
Stop Overpaying the IRS
Taxes are not just an annual obligation — they're a strategic opportunity. At TruFunds, we combine meticulous tax preparation with proactive planning to ensure you pay exactly what you owe, and not a penny more.
Comprehensive Planning for Every Life Stage
01
Individual Tax Preparation
Accurate, timely filing of federal, state, and local returns. We handle everything from simple W-2s to complex multi-state returns with rental properties, stock sales, and business income.
02
Business Tax Strategy
Entity selection (LLC vs. S-Corp vs. C-Corp), quarterly estimated payments, year-end tax projections, and strategic deductions to minimize your business tax burden.
03
Tax Loss Harvesting
Strategic selling of underperforming investments to offset capital gains and reduce taxable income — a powerful technique many investors overlook.
04
Retirement Tax Planning
Roth conversions, required minimum distribution (RMD) strategies, and tax-efficient withdrawal sequencing to minimize your lifetime tax liability.
What's Included in Your Plan
Federal & State Filing
Complete preparation and e-filing of all required returns
Deduction Maximization
Itemized review to capture every legitimate deduction
Credit Identification
Child tax credits, education credits, energy credits, and more
Business Expense Review
Categorization and documentation for self-employed and business owners
Quarterly Estimate Calculation
Accurate projections to avoid underpayment penalties
Audit Risk Assessment
Review for red flags before filing to minimize audit probability
Amended Return Support
Filing Form 1040-X if we find errors in prior-year returnsQuestions answered anytime, not just during tax season
Year-Round Support
Questions answered anytime, not just during tax season
Our all Price
All plans include a 30-day satisfaction guarantee. If you're not completely satisfied, we'll refund 100% of your fee.
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Frequently Asked Questions
How is this different from robo-advisors or DIY planning tools?
Software can calculate, but it can't understand your fears, dreams, and family dynamics. Our planners bring human judgment, accountability, and adaptability that algorithms simply cannot match.
Do I need to have a lot of money to benefit from financial planning?
Absolutely not. The earlier you start, the more powerful planning becomes. We have plans for every stage and budget.
Will you manage my investments too?
Investment management is a separate service, but your financial plan will include investment recommendations. Many clients choose both for seamless execution.
How often will we meet?
Typically quarterly for the first year, then semi-annually or annually depending on your plan tier and life changes.
What if my goals change?
That's expected. Your plan is a living document. We revise it whenever your circumstances shift — new job, new baby, inheritance, or market volatility.
