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:

  • Is my financial plan designed to take advantage of all deductions and tax credits?
  • Why am I employing two separate firms to manage my taxes and my wealth?
  • How can I make completing and filing my tax return simpler and less stressful?
  • Am I paying too much in accountant fees for my tax advice?
  • 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

  • Construct

    Construct a holistic tax planning approach to accomplish tax-efficient goals in coordination with the clients’ tax advisors.

  • Customize

    Customize a planning strategy based on needs and goals such as philanthropy, estate planning and tax reduction.

  • Review

    Review various tax strategies and manage timing of execution.

  • 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 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 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.

Contact Us

Related Articles

You may find these tax articles beneficial to you.

  • September 08, 2025

    The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It

    One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.

    Read the article

  • August 25, 2025

    New Tax Rules, New Considerations for Business Owners

    Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.

    Watch the video