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.
Joe began his career in the financial industry as a financial advisor with Equitable Financial Services, Inc. in Wauwatosa, WI in 1994. Two years later, he became independent and in 2003, co-founded MoneyWise Planning Group LLC. In 2015, Joe purchased a franchise with Focused Tax Solutions as a way to better meet the financial needs of his clients.
Away from the office, Joe is married to Pat and together they raised two daughters, Joanne & Michelle. Joe enjoys fishing, volunteering and spending time with his family. He currently lives in Muskego, WI.
Joe holds a Masters degree in Business Administration from Cardinal Stritch University and a Bachelors of Arts degree in Sociology and Interpersonal Communications from Marquette.