Tax Planning Services

//Tax Planning Services
Tax Planning Services 2019-10-24T15:07:20+00:00

Proudly Serving the members of

MCU Financial Center Credit Union

Tax preparation is necessary, but not enough

Tax planning is what makes the difference for your financial future.

Enter Focused Tax Solutions

 

While tax preparers record history, FTS tax planners help you write your tax future. We combine our experience with methods for reducing your tax burden now and in the years to come. This approach simplifies your financial world and provides solutions that work together for your financial benefit and peace of mind.

Instead of taking a reactive approach to your financial future, we take a proactive approach to position our clients to avoid common mistakes and implement strategies to take advantage of the new tax laws that can improve your net worth and cash flow long term.

 

 

As an FTS client, you will receive:

1. Comprehensive tax analysis for your situation
2. Quality, up-to-date tax return completion and advice
3. Plans outlining specific action steps
4. Personal consultation with a tax adviser who will help you understand what you’re doing and why

 

PLAN YOUR FINANCIAL FUTURE

 TO FIND OUT MORE, CALL US TODAY:

 262-827-1500, ext. 301 or 847-498-0542

James A. Barnash, CFP® Tax Advisor
jbarnash@focusedtax.com

 

Kathy Johnson – Tax Advisor
kjohnson@focusedtax.com