Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Throughout the year, we will monitor tax law changes that will affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client’s tax returns are prepared by experienced and certified preparers, utilizing the most up-to-date tax software to find the most tax savings possible.
We will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
Trustway Tax Services ensures our clients get only the highest level of service and expertise and second opinions.
Tax Planning Services
- Preparation of Federal and State Income Tax Returns
- Preparation of Estate and Gift Tax Returns
- Roth Conversion Analysis
- 2nd Opinion Prior Year Individual and Business Tax Return Reviews
- Year-End Tax Filing Services
- 1040 Tax Optimization Reports
- Personalized Tax Reduction Reports
- Income Tax Reduction Planning
- IRA, ROTH IRA, SEP IRA
- Pension and 401(k) Distribution
- Tax Plans for Small Businesses
- Monthly and Quarterly Reporting for Small Businesses
- Bookkeeping and Accounting Services
The following discounts on tax preparation services are available:
- 15% Senior (65+), Ministry/Pastoral
- 20% Military, Firefighter, Police, Veteran
- 30% Coaching Client
- All Purple Heart recipients get free tax preparation
Trustway boasts an extensive background in accounting, finance and investments. With over 20 years of experience, we bring decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, our experience provides an invaluable perspective on the intricate relationships between tax and business issues.