PLANNING YOUR FINANCIAL FUTURE

tax planning. tax preparation. simplified

Focused Tax Solutions® – Bolingbrook, IL

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:
1. You complete our online client questionnaire
2. You Create or Login to the Secure Portal. Submit this year’s important tax documents (or US Mail, fax, or locally by appointment)
3. You Call (630) 534-2238 to schedule FREE new client consultation and review of documents
4. We prepare and review your tax return (Direct calls to you for clarification, if necessary)
5. We deliver and review your completed tax returns (Secure Portal, Mail, or locally by appointment)

Client Questionnaire Client Portal

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:
1. You complete our online client questionnaire
2. You call (630) 534-2238 to schedule FREE new client consultation
3. Consultation with tax planner to review Analysis.
4. You receive a Written Plan outlining specific action steps

Client Questionnaire Client Portal

Timothy Garbe

Franchise Owner/Operations Manager

Tim has worked in financial services for over 5 years. He loves to help people understand what steps they can take to help them reach their financial goals and save money on taxes. Working as a financial advisor Tim has learned a lot about how to build and manage wealth. As a tax planner Tim can suggest strategies that combine his wealth building knowledge with insights on tax reduction. Prior to working in financial services he was a data analyst in the marketing research industry where he developed his keen analytical skills. Most importantly Tim has a passion for helping people to understand and implement strategies that can help them improve their lives. Tim lives in Bolingbrook, IL with his wife Carolyn. They have 2 children, Kelsey and Jacob who are both in college. Hobbies include reading, being a baseball fan and walks with the family dog Dakota. He loves spending time with his family including activities like going out to dinner, movies and travel. Favorite family vacation spots are anywhere with a beach and also Disneyworld. Tim would love to help you with your financial planning and tax planning needs.

IL02@focusedtax.com

630.534.2238

Bolingbrook IL 60440

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Also, proudly serving the members of Northern Illinois Federal Credit Union.

LOCATION: 817 W Lincoln Hwy. Suite E, DeKalb, IL 60115

www.mynifcu.com