Individual Consultation

When you use our professional services, you get more than a collection of records and reports. You get the benefit of our skills, experience, and expertise. We’re happy to invest the time to make sure that you understand and utilize all of the information we provide. Call us whenever you have a question or concern.

QuickBooks Set-Up

Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right! We tailor each engagement to each client’s needs, so call us and we’ll prepare a customized quote just for you!

“SafeGuard” Protection Program for Individuals  

Through our partnership with Protection Plus, Focus Financial Services offers an added benefit service called “SafeGuard” Protection for our personal tax clients. In the event that a taxpayer receives a tax notice, inquiry or audit notice from a state or federal tax authority, Protection Plus will provide up to $1,000,000 worth of services to find a solution. Their audit defense team is composed of highly skilled and qualified tax resolution experts who will work diligently on your behalf. Additionally, their Privacy Advocates are available to provide support and assistance in the event of an identity theft incident, whether related to to taxes or not. “SafeGuard” Protection can be purchased for the current year tax return at the time your tax return is prepared. In addition to handling tax authority issues and identity theft restoration, “SafeGuard” Protection includes the following benefits:

1. Complimentary copies of tax returns;

2. Annual planning and tax strategy meeting;

3. Complimentary telephone and email communications with Focus Financial Services staff members for the calendar year.

Rest easy with our all-inclusive service. Should the unexpected occur, you can count on us!

“Service Enhancement” Program for Business

Service Enhancement is a one-time fee, all-inclusive service that provides assistance from our staff with the following:

1. Telephone calls, emails, texts to us for business or tax discussions        

2. Information retrieved from our files and records for your benefit         

3. Copies of documents / records         

4. Meetings         

5. Our handling/researching and/or resolving tax notices/inquiries concerning any business taxes (income tax, sales tax, payroll tax, lottery, COAM, Occupational tax, Personal Property tax, etc.)         

6. Representation in targeted or full examinations on business tax returns  

Through the “Service Enhancement” Program, the services listed above are covered at a fraction of the cost of our normal billing rates of $85 per hour for staff time and $125 per hour for Enrolled Agent (EA) time. Essentially, the billing to handle one notice or one meeting would equate to the entire “Service Enhancement” fee. For reference, a typical audit could range from $2,500 - $15,000 depending on the time required. Obviously, we encourage our business clients to participate in the “Service Enhancement” Program because we believe this program presents a huge cost-saving opportunity for them.