PLANNING YOUR FINANCIAL FUTURE

tax planning. tax preparation. simplified

Focused Tax Solutions® – Greenfield, WI 

(414) 316-6006
WI01@focusedtax.com

Serving the Greenfield, WI area and provides on-site services at Kohls Corporate HQ

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 (414) 316-6006 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)

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 (414) 316-6006 to schedule FREE new client consultation
    3. Consultation with tax planner to review Analysis.
    4. You receive a Written Plan outlining specific action steps

Joe Roubik

Joe Roubik

Tax Advisor

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 his 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.

jroubik@focusedtax.com

(414) 316-6006

7111 W Edgerton Ave, Ste 302 Greenfield WI 53220


© Copyright 2019- Focused Tax Solutions®