Tax Filing & Preparation
Clean books, accurate journal entries and statements you can act on not a shoebox reconciled in April.
- Individual and business returns
- Multistate and military residence
- Unfiled years and amendments
Most people do not overpay because they missed a deduction. They overpay because nobody helped them design a strategy before the transaction happened. Trustber plans across the year and builds every position to hold up if anyone asks to see it.

What we do
Every service has its own page who it is for, how it works, what is included, and how to start.
Clean books, accurate journal entries and statements you can act on not a shoebox reconciled in April.
Planning shaped by years inside the IRS including cost segregation studies and real estate professional status.
Clean books, accurate journal entries and statements you can act on. Not a shoebox reconciled in April.
Forecasting, cash flow discipline and the financial judgement a growing business cannot yet afford full time.

The advantage
Trustber is founded by a Certified Public Accountant and Certified Management Accountant who served as an IRS Revenue Agent auditing high net worth returns. That is an unusual vantage point, and it changes what a filing looks like long before it is ever submitted.

The founder
CPA, CMA · Former IRS Revenue Agent
Nine years across Deloitte, Amazon and the Internal Revenue Service designing compliance, running the analysis behind business decisions, and then examining tax positions from the enforcement side. Very few advisers have seen all three.
Why Trustber
Detail led work grounded in tax law and in how the IRS actually examines a return.
Every position is documented as it is taken, so the file is already built if it is ever questioned.
Real estate investors and owner operators. Depth in a narrow field beats breadth across all of them.
A proper client portal for documents and signatures. No sensitive records over email attachments.
In the press
Former IRS Auditor Launches Trustber, a CPA Firm Focused on Defensible Tax Planning
Questions
Yes, a complimentary thirty minute consultation to understand your position and establish whether we are the right firm for it.
Clients across the United States, served through a secure digital practice. Location is not a constraint on the engagement.
Within one business day. For anything time critical, call the office directly.
Documents and signatures go through the client portal rather than email, under the confidentiality obligations that apply to a CPA practice.
A complimentary thirty minute consultation to understand your position and whether we are the right firm for it.
No obligation. No sales script.