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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 CPAs 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 has a strategic partnership with Gradient Tax, LLC to ensure 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
• CPA Prepared Roth Conversion Analysis
• CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
• CPA Prepared Year-End Tax Filing Services
• 1040 Tax Optimization Reports
• Personalized Tax Reduction Reports

Experience

Nick Stovall CPA, MBA and the Sr. Tax Strategist boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings 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, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.

Nick has been featured on both local and national media highlights include Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. He remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA).

Todd W. Turner, our in office CPA, has served the community for over 20 years with the highest level of expertise and professionalism possible. Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our personalized and responsive service, make us the best choice for all of your individual and business accounting needs.

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