Proactive Tax Planning That Saves You More Year After Year

Pay Only What You Owe And Not a Dollar More

Most people only think about taxes when it’s time to file.

But by then, it’s too late to reduce what you owe because tax preparation is reactive.


If you want to save more and avoid costly surprises, you need a proactive tax strategy that starts long before the deadline.

Without planning, you risk:

  • Missing deductions you're entitled to

  • Overpaying year after year

  • Getting hit with penalties for estimated taxes or incorrect classifications

  • Lacking the financial clarity needed to grow or invest confidently

At Trustway Accounting, we help individuals and business owners take control of their tax outcomes through personalized tax planning.

We don't just file your taxes, we build your strategy.

From income timing and entity structure to retirement contributions and tax credits, we create a plan that minimizes your liability and supports your financial goals.

Tired of Surprises at Tax Time?

Smart tax planning isn’t just for the wealthy.
It’s for anyone who wants to keep more of what they earn and stop guessing what they’ll owe next year.

What’s Included in Our Tax Planning Services

Quarterly Tax Strategy Reviews

  • Stay ahead of tax law changes

  • Adjust based on income shifts, deductions, and life events

  • Know what to expect at year-end no surprises

Small Business Tax Minimization

  • Choose the right business structure for tax efficiency

  • Maximize write-offs: home office, mileage, travel, meals, and more

  • Plan estimated tax payments with accuracy

Individual Tax Optimization

  • Income timing for salaried, freelance, or investment income

  • Retirement contributions, credits, and deduction strategies

  • Tax-smart giving and education planning

Long-Term Tax Planning

  • Multi-year strategies for real estate, investments, or exit planning

  • Align personal and business goals to minimize lifetime taxes

  • Custom plans for self-employed professionals, retirees, and families

The Results You’ll See

  • Pay only what’s legally required, nothing more

  • Avoid year-end surprises and IRS penalties

  • Build confidence in your short- and long-term financial goals

  • Know you're getting every legal deduction and credit available

Let’s Build Your Tax Strategy

Schedule your tax planning session today and unlock savings that go far beyond this year’s return.

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What Our Clients Say

No need to rave about our services. We let our happy clients do that ...