Treu Planning

Using tax statutes, regulations, and caselaw strategically to help you reach your goals.

Income Analysis and Optimization
Strategies to minimize tax liability on various income sources
Deductions and Credits
Maximizing applicable deductions, credits, and exemptions
Investment Tax Planning
Advice on tax-efficient investment choices
Retirement Strategies
Planning for retirement with consideration of tax implications
Estate and Inheritance Planning
Structuring asset distribution while minimizing taxes
Business Financial Optimization
Strategies to improve small business finances and tax outcomes
Charitable Giving Strategies
Developing plans for tax-efficient charitable contributions and donations
Year-End Tax Strategies
Implementing last-minute actions to optimize taxes before the end of the tax year
Risk Management
Identifying and addressing potential tax-related risks to prevent future issues

View all of our service options:

Tax Preparation

Planning

Representation

Consulting

Bundles

At Treu Accounting you’re more than a client,
you’re a partner.

1 2 3 4 5

Frank W.

“Megan is the best! She has done my taxes for 3 years and will be for years to come. I really like the secure straightforward paperless process that uses a questionnaire to collect tax data, the Client Portal for vaulting my documents, and the chat feature that is automatically linked to my email. Megan is professional, an excellent communicator, keeps current on tax changes, and very pleasant to work with. Highly recommend Treu Accounting!”

Dan K.

“Megan did a great job! She is thorough and knowledgeable. She met with us several times to understand our situation and maximize our tax allowances. I will definitely use her again!”

Demetria G.

“Megan Austin is the person you want with you during any kind of challenging tax situation. She worked through the complexities of a back-tax assessment and instead of me owing the IRS $20,000, it turned out they owed me $1,800. She was so reassuring and light-hearted against a somewhat opaque agency. I highly recommend Megan! ”

Mike S., VP of Internal Operations, Teren, Inc.

“Teren, Inc. reached out for assistance when our books were in total disarray and without structure. Megan, with Treu Accounting accepted the challenge without hesitation and asked the right questions, quickly understanding our company and its needs. Shortly thereafter, our accounting system was trued up and ready to file. Megan continues to provide consistent professional accounting services and advice related to current and ever changing business tax compliance. I could not be more pleased, and I highly recommend Treu Accounting for all business accounting and bookkeeping needs.”

Toby G., President, GRG Consulting LLC, Business Coaching & Small Business Consulting

“Megan has provided valuable counsel and advice on several occasions to me as well as to some of my clients regarding complicated tax issues. She is a skillful and effective negotiator with the IRS and state tax authorities. I referred one of my clients to Megan who had received a letter from the IRS demanding over $20,000 in additional taxes, penalties and interest. Megan was able to negotiate a final settlement of just a few hundred dollars. Megan is my go-to resource for all income tax matters.”

Client Portal Schedule a Call Email Us