PLANNING YOUR FINANCIAL FUTURE
tax planning. tax preparation. simplified
Focused Tax Solutions® – Headquarters
405 N Calhoun Rd Ste 106, Brookfield, WI 53005
Ph:(262) 827-1500
Fax:(262) 671-2422
custserv@focusedtax.com
Serving ALL 50 States, Southeastern Wisconsin
Kohl’s Corporate Office and St. Mary’s & Affiliates Credit Union
N56W17000 Ridgewood Dr, Menomonee Falls, WI 53051 (Kohl’s Corporate)
700 S Park St, Madison, WI 53715 (St. Mary’s & Affiliates Credit Union)
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 (262) 827-1500 to schedule FREE 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 (262) 827-1500 to schedule FREE client consultation
- Consultation with tax planner to review Analysis.
- You receive a Written Plan outlining specific action steps
Robert (Rob) Zyzo, CFP®
President
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.
Jason Hafer, EA
Vice President - Tax Operations
A graduate of the University of Illinois at Urbana-Champaign, Jason earned bachelor's degrees in both Finance and Accounting. Our resident accountant and an Enrolled Agent who is enrolled to represent taxpayers before the Internal Revenue Service, Jason is always available to answer tax questions for clients and coworkers. He is constantly working behind the scenes to ensure everything continues to run smoothly in the office. He wears many hats in the office: accountant, assistant, client services, and computer and telephone repairman ... to name a few.
Wade Comerford, EA
Senior Tax Advisor
Wade is an Enrolled Agent and has been in the tax preparation business for ten years. 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 disc golf.
Rebecca (Becky) Hammer, CFP®, EA
Tax Advisor
Rebecca Hammer CFP® .A graduate of UW-Madison with a Bachelor’s of Science in Economics, Becky earned her Certified Financial Planner ™ designation in 2013. She understands the challenges clients face trying to tackle multiple financial goals at the same time: saving for retirement and education, protecting loved ones through insurance, and paying off debt. Becky brings a holistic, consultative approach to helping her clients achieve financial security through careful goal-setting and planning, choosing quality investments, and strategic risk management.
Becky and her husband Mike live in Oconomowoc and have 3 grown children. Still getting used to being “empty nesters”, they enjoy hiking and bicycling together. Becky also loves gardening and cooking delicious food for people she loves.
Dave Leverenz
Tax Advisor
Focused Tax SolutionsJennifer Oliver
Tax Advisor
Focused Tax SolutionsRyan Lemke
Tax Advisor
Focused Tax SolutionsMitchell Andrews
Tax Advisor
Focused Tax Solutions