Tax Preparation & Tax Planning Services

Focus Financial Services, LLC prepares hundreds of tax returns each year for a variety of individual clients, large and small.  No matter the size or complexity of the return,  Focus Financial Services has a place for you.  Our focus is to provide you with a compliant return at a reasonable cost. 

Focus Financial Services, LLC also prepares business returns for a multitude of business types.  Our current clients cover a large range of industries.  We prepare S Corporations, C Corporations, Partnership and Schedule C returns and schedules. 

Individual Tax Return Preparation

Are you anxious about filing your own tax returns? Even a simple return may require multiple forms. The instructions often evoke more questions than answers. While a computer software program may help, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional. Here are a few of the benefits you’ll reap when using our service:

1. We’ll prepare all of the appropriate forms and record all figures and calculations accurately.

2. We’ll make sure that you receive all of the deductions and credits to which you are entitled.

3. We’ll file your return electronically to speed delivery of refunds.

4. We’ll work with you to adjust your payroll withholding to make sure you send the right amount to each tax authority – no more, no less.

Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! We'll tidy things up and prepare your Schedule C as part of your personal income tax return. Then we'll help you set up an easy system to keep your books current going forward.

Focus Financial Services offers a cost-saving program that provides tax return protection benefits to individual tax payers. Click here to learn about the “SafeGuard” Protection Program.

Business Tax Return Preparation

As a small business owner, it is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned local tax preparer who is experienced in small business taxes. Today’s tax laws are so complicated that unless your financial affairs are extremely simple, one mistake or missed deduction can cost you much more than what you saved by not using an experienced tax professional. It takes experience, skill and continuing education to minimize your taxes. 

Our Business Tax Services include return preparation for

• S Corporations

• C Corporations

• Partnerships

Focus Financial Services offers a program that provides tax return protection and unique benefits to business clients. Click here to learn about the “Service Enhancement” program.

Tax Planning

Proactive planning is the key to minimizing your tax liability. We work with businesses and individuals to pay the least amount of tax required by law. Effective tax minimization begins with a long-term tax strategy to establish overall objectives and is maintained with annual tax forecasting and mid-year planning. A few of the strategies that we consider include:

• Shifting income or expenses from one year to another when it can yield a lower tax rate

• Deferring or eliminating tax liability through use of tax-advantaged investment vehicles

• Tracking all expenses eligible for itemized deduction

• Taking advantage of tax credits

Your unique circumstances will determine the strategies that we can employ to maximize the money you keep in your pocket. Contact us to receive more information about our Tax Preparation and Planning services.

Receive a discount on your tax return fee through our Referral Program!

Click here to learn about the benefits you could receive for referring family and friends to our firm.