PLANNING YOUR FINANCIAL FUTURE
tax planning. tax preparation. simplified
tax planning. tax preparation. simplified
We have taken all the stress out of tax preparation. We make it simple!
If you’re like most Individuals or Small Businesses, you probably think you pay too much tax. And you’re probably right!
So perhaps you’re considering a new tax pro this year. Most tax professionals do a fine job putting the "right" numbers in the "right" boxes on the "right" forms, but then they call it a day. It doesn’t matter how good your tax preparer is with a stack of receipts on April 15. The real secret to reducing your tax bill is planning.
At Focused Tax Solutions, we’re different. We don’t just record history. We help you write it with a complete lineup of concepts and strategies to give you the savings you really want.
This year, don’t settle for just "filing" your return. We’ll find the mistakes and missed opportunities that may be costing you thousands and show you how proactive tax planning can save those dollars. We guarantee you’ll leave with new information.
A former U.S. Army Apache helicopter pilot, Rob is uncommonly analytical and decisive. Through rigorous study, practice, and testing, he is one of a select group nationwide who has become accredited as a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. Outside the office, Rob is a man of faith and devoted to his family. He enjoys cooking, woodworking, travel and — especially — "watching my kids grow up" along with his wife, Jennifer, who he married over 20 years ago. "One of my best decisions, ever," he says.
Wade is an Enrolled Agent and has been in the tax preparation business for over a decade. He loves working with people, helping them understand the effects that the tax code has on their current individual situations, and assisting them in navigating their tax future through proactive tax planning. Wade lives with his wife of nine years, Niki and their two dogs in Milwaukee, WI. His hobbies include real estate, traveling abroad, cooking, and fishing.