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Tru Fit Tax & Planning Inc. raised $85,000 (Rumson, NJ)

LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 15:17:01 GMT

Tru Fit Tax & Planning Inc. plus every comparable record, with all columns and source links, as one CSV.

Not investment advice and not an offer or solicitation to buy or sell any security.

63 / 100 vendor spend propensity

Estimated post-raise budget for CPA / Tax / Audit services: $1,700 (heuristic)

  • Operating company: new capital typically funds hiring, facilities and vendors.
  • Raised $85,000 so far: a smaller raise.
  • Business Services companies are a strong fit for CPA / Tax / Audit services.
  • New filing (not an amendment): the raise is fresh.
  • Incorporated in the last five years: likely still building out finance and insurance.
FieldValue
IndustryBusiness Services (Business Services)
Operating companyYes
Exemption506(b)
Amount sold$85,000
Total offering$2,000,000
Investors so far2
First sale2026-03-06
Filed2026-10-23
EntityCorporation, incorporated 2025

Executives and related persons (from the filing)

  • Robert Gill: Executive Officer, Director

View the filing on SEC EDGAR

Markdown version

Tru Fit Tax & Planning Inc. vs. top 3 peers

OrganizationLocationCapital raisedRecord date
Tru Fit Tax & Planning Inc.Rumson$85,0002026-10-23
LC Ventures Holdings LLCBrooklyn$100,0002026-10-29
RYCO.IO, INC.Tampa$100,0002026-10-26
Top Choice Holdings, LLCAustin$400,0002026-10-30

Related records

Newly funded companies in New Jersey (SEC Form D) Newly funded Business Services companies (SEC Form D)

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