Tax Services
Tax Services
At Focus Partners Wealth, we take pride in developing an optimized tax strategy for every client’s unique needs. We’ll streamline the execution of your tax strategy, including tax return preparation and filing, by having everything “under one roof” and accessible year-round. This way, we can strive to ensure your taxes, from start to finish, seamlessly align with your broader goals.
Our Approach
We are committed to creating tailored tax strategies that fit your unique circumstances. Whether you rely on our in house tax preparers or work with your own team, we’re here to collaborate. From planning to filing, we provide year-round support with a goal to simplify the process and keep everything seamlessly connected under one coordinated approach.
What you may be thinking:
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Is my financial plan designed to take advantage of all deductions and tax credits?
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Why am I employing two separate firms to manage my taxes and my wealth?
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How can I make completing and filing my tax return simpler and less stressful?
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Am I paying too much in accountant fees for my tax advice?
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How can I minimize my taxes through an investment strategy?
Tax Minimization
We ensure that your financial advisors are planning for the future and avoiding unnecessary taxes.
No Surprise Costs
With a transparent, flat fee model you avoid hidden costs and hourly invoices.
Seamless and Secure
Our collaborative online portal helps keep your information secure and at your fingertips, streamlining the tax prep process while also saving you time and effort.
Tax Planning Coordination and Implementation
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Construct
Construct a holistic tax planning approach to accomplish tax-efficient goals in coordination with the clients’ tax advisors.
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Customize
Customize a planning strategy based on needs and goals such as philanthropy, estate planning and tax reduction.
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Review
Review various tax strategies and manage timing of execution.
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Implement
Implement flexible tax planning strategies to account for constantly changing tax laws.
No tax demand is too unique
In addition to our dedicated team of CPAs, Enrolled Agents, and tax professionals, many of our wealth advisors and business managers are CPAs, attorneys, or have advanced tax degrees. Our clients have distinct needs that often require specialized tax planning and advice. For instance, we help executives understand when and how to exercise stock options and other equity incentives, provide pre-liquidity tax planning for business owners who are selling a business, consider multi-state and international tax issues that arise for our entertainment and athlete clients, and help to optimize charitable gifts and wealth transfers to future generations for many of our clients.
Whatever your situation, our objective is to provide the specialized advice you require.
Proactive, year-round planning to help minimize burdens.
Our tax professionals work proactively year-round with business and non-profit organizations identifying key tax planning opportunities that help minimize taxes today and in the future. We provide tax planning and return preparation, domestic and international tax planning, local and multi-state tax compliance, and IRS and state audit representation.
Meet Some of Our Specialists
Have a unique tax-related question?
Our team is ready to discuss any tax planning need, simple or complex.
Related Articles
You may find these tax articles beneficial to you.
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December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
Read the article -
December 02, 2024
Year-End Tax Planning to Maximize Your Savings
In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.
Watch the video