Tax Prep Services

//Tax Prep Services
Tax Prep Services 2019-10-24T15:06:35+00:00

Proudly Serving the members of

MCU Financial Center Credit Union

Tax preparation is necessary, but no one should pay more
than they legally have to !

Working with professionals who not only prepare your returns, but help you
understand how and why you might pay less is simply smart planning.

 

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

 

We will meet you in the credit union and scan your resource documents so you can
take them home with you, they never leave your sight.  We will provide you
guidance as to what deductions you should take and other strategies to reduce your
taxes today.  We will provide guidance on how to reduce your taxes for the next
year and show you ways to use the tax system to you advantage.

 

Turn Your Taxes from a Stressor into an Opportunity

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.

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