PLANNING YOUR FINANCIAL FUTURE
tax planning. tax preparation. simplified
Focused Tax Solutions® – Birmingham, AL
(205) 582-7154
AL01@focusedtax.com
Serving the Birmingham, AL area.
TAX PREPARATION
Quick and Easy E-filing
We have taken all the stress out of tax preparation. We make it simple!
- Local and National Services: We can prepare and file your State and Federal Income Tax Returns regardless of your location within the continental USA.
- Process:
- You complete our online client questionnaire
- You Create or Login to the Secure Portal. Submit this year’s important tax documents (or US Mail, fax, or locally by appointment)
- You Call (205) 582-7154 to schedule FREE new client consultation and review of documents
- We prepare and review your tax return (Direct calls to you for clarification, if necessary)
- We deliver and review your completed tax returns (Secure Portal, Mail, or locally by appointment)
TAX PLANNING
Reduce Your Taxes Via…TAX PLANNING
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.
- Process:
- You complete our online client questionnaire
- You call (205) 582-7154 to schedule FREE new client consultation
- Consultation with tax planner to review Analysis.
- You receive a Written Plan outlining specific action steps
Dean Gambrell, ChFC®
Tax Advisor
Dean brings over forty years of experience in the insurance, investment, and financial planning arena. He holds the professional designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU) and works directly with clients in planning their financial futures. Dean earned both his Bachelor of Arts (BA) and Masters in Business Administration (MBA) degrees at the University of Alabama. Currently, he is a Registered Securities Principal with Securities Service Network, LLC. Dean enjoys golf and travel. At age 55 he and his wife, Ellen, learned to ski and joined the Birmingham Ski Club and enjoy the easy blue slopes only.
Allan Gambrell, CFP®
Tax Advisor
Allan Gambrell is a Certified Financial Planner™ and graduate of The University of Alabama. Allan enjoys working with clients in Alabama and nationwide to help them maximize their wealth and minimize their taxes. He and his wife (an Auburn tiger) reside in their hometown of Birmingham where they enjoy their two dogs, long walks, and all the great food Bham has to offer. Allan plays the guitar and bass. He's a techie, a trekkie, and a foodie. He's a proud member of Focused Tax Solutions, and he's looking forward to helping you!