Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Tax Services

Full-Service Tax Preparation and Planning

At Focus Partners Wealth, we provide comprehensive tax preparation, filing and tax planning services. Whether your situation is straightforward or highly complex, Focus Tax delivers coordinated, year-round support designed to keep your tax strategy aligned with your overall financial goals. 

Why Choose Our Tax Services

Coordinating tax preparation with your financial advisor means fewer handoffs, fewer surprises, and a more seamless client experience. Our tax professionals collaborate directly with your advisor so your investments, estate planning, and tax strategy work together, saving you time and helping you identify potential opportunities. 

From Simple Returns to Complex Cases

No matter how complex your return, our team brings experience in simplifying complex processes and helping clients gain clarity. We are equipped to handle a wide spectrum of tax needs, including:

  • Multi-state and international filings
  • Executive compensation and stock option planning
  • Business sale or liquidity event taxation
  • Trust, estate, and gift tax planning
  • Private Foundations entity filings
  • Entertainment-related tax considerations

Have a unique tax-related question?

Our team is ready to discuss any tax planning need, simple or complex.

Contact Us
Elderly Couple Looking at a Table with Financial Advisor

Our Process: What to Expect

Working with Focus Tax is designed to be simple, transparent, and proactive:

  • Strategic Assessment: We review your full financial picture to identify opportunities and risks.
  • Preparation & Filing: Our professionals complete your return accurately and efficiently.
  • Comprehensive Review: Every return goes through a rigorous review process with a goal of promoting accuracy and seeking opportunities for optimization.
  • Year-Round Support: We’re available beyond tax season for planning, amendments, or unexpected changes and maintain full oversight of your unique tax needs.

Transparent Pricing

Whether you’re filing a simple return or managing complex multi-entity reporting, our pricing model is designed to provide clarity, with clearly communicated costs.

A Team Built for Your Needs

Our tax professionals work with your Focus Partners advisor as a single, coordinated team to support your broader financial life.

Ready to Simplify Your Taxes?

Whether you’re seeking relief from the complexity of multi-state returns or simply want a more integrated approach to wealth and tax planning, Focus Partners is here to help.

Have a unique tax-related question?

Our team is ready to discuss any tax planning need, simple or complex.

Let's Chat

Meet Some of Our Specialists

Our services are available to U.S. based clients only. This website and the information contained on this page should not be considered a solicitation of any product or service to any person in a jurisdiction where such solicitations would be deemed unlawful under the securities laws of the jurisdiction. This information is not intended to be marketing to internationally based clients. 

Related Articles

You may find these tax articles beneficial to you.

  • December 15, 2025

    Using QCDs to Unlock the New Senior Tax Deduction

    The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now.

    Read the article

  • November 24, 2025

    Year-End Tax Planning: Set Yourself Up for Success in 2026

    Join Chief Planning Officer Jeffrey Levine for a discussion on how these changes—and upcoming updates from the SECURE Act 2.0—could affect your planning in 2025 and 2026.

    Watch the video
Contact Us