Tru Fit Tax & Planning Inc.
About Tru Fit Tax & Planning Inc.
Tru Fit Tax & Planning Inc. provides strategic tax planning and optimization services for entrepreneurs and business owners. The firm focuses on proactive year-round strategies including entity optimization, retirement planning, depreciation, and maximizing deductions such as health insurance premiums, HSA contributions, and accountable plans. It differentiates itself from traditional CPAs by emphasizing planning over mere compliance and also assists with IRS audits and back taxes. Services are delivered via the website tftaxplanning.com and target 6- to 8-figure business owners.
Investors
Not disclosed in the source filing. Form D filings do not list investors — StreetZero surfaces them from news where available.
Key highlights
- Offers proactive tax strategies focused on entity optimization and retirement planning for business owners.
- Emphasizes year-round planning rather than compliance-only services.
- Targets 6- to 8-figure entrepreneurs seeking to reduce tax burden and reinvest profits.
- Completed an $85,000 private placement in Rumson, NJ with undisclosed investors.
- Also assists clients with IRS audits and outstanding tax issues.
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Source document & SEC filing
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