Focused Tax Solutions

What Focused Tax Solutions does

Focused Tax Solutions is a privately held tax preparation and planning advisory firm headquartered in Waukesha, Wisconsin, serving individual taxpayers, families, pre-retirees, and real estate investors across the regional Midwest market. The firm offers two core service lines: Tax Preparation, which covers individual return preparation with deduction and credit optimization, and Tax Planning, a year-round advisory engagement covering retirement, investment, real estate, and wealth transfer tax strategies. Its positioning is built around personalized, human-delivered expertise and year-round availability as an alternative to automated tax software.

The firm operates a digital client engagement stack assembled from third-party SaaS platforms: ATOM Manager for secure document upload and return delivery, Formstack for online client intake questionnaires, and Constant Contact for email marketing. A free Roth IRA Conversion Guide functions as a lead-generation content asset. No proprietary technology, AI/ML capabilities, patents, or applications were disclosed; the firm does not maintain a mobile app or public API.

Revenue is generated through professional service fees on a quote-based pricing model — tax preparation is typically a per-engagement fee while tax planning is structured as an ongoing advisory engagement. The firm is owner-operated, without external venture capital, private equity, or acquisition activity, and is led by President Robert (Rob) Zyzo, CFP®, alongside Tax Director Wade Comerford, EA, Tax Manager David Leverenz, CPA, and additional certified advisors. Distribution is direct-to-consumer through in-person office consultations, secure online portal exchanges, mail-in document submission, and email-driven engagement.

Name

Focused Tax Solutions

Legal name

Focused Tax Solutions

Website

https://focusedtax.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Focused Tax Solutions is a privately held tax preparation and planning firm in Waukesha, Wisconsin, serving individuals, families, pre-retirees, and real estate investors with personalized return preparation and year-round strategic tax advisory.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax preparation services
• Tax planning services
• Personal tax advisory
• Individual tax filing
• Retirement tax planning

Headquarters

HQ city

Brookfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: One-time tax return preparation services with accuracy and care. Revenue generated through professional service fees for preparing individual tax returns, ensuring all deductions and credits are considered.
2. Tax Planning Services: Ongoing year-round tax planning engagement including personalized tax strategies, retirement and investment tax planning, real estate tax planning, and tax-efficient wealth transfers. Revenue generated through planning engagement fees, positioning the firm as a year-round trusted advisor rather than seasonal filer.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Focused Tax Solutions provides personalized tax preparation and year-round tax planning services to individuals, couples, and families in the Wisconsin area. The firm offers comprehensive tax return preparation focused on maximizing deductions and credits, along with proactive tax planning covering retirement, investment, real estate, and wealth transfer strategies. The firm positions itself as a human-expert alternative to automated tax software.

Product overview

Focused Tax Solutions offers a unified tax preparation and planning service model, combining core Tax Preparation and Tax Planning offerings with supporting digital tools. The core service includes Tax Preparation (return preparation with document collection via an online portal) and Tax Planning (year-round strategic planning including retirement, investment, and estate tax strategies). These primary services are supported by a Formstack-based Online Client Questionnaire for intake and an ATOM Manager-powered Secure Online Portal for document management. The company also provides a free Roth IRA Conversion Guide as an educational resource. The approach emphasizes human expertise over automated solutions, offering personalized attention year-round rather than seasonal filing only.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation
• Tax Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators1 record

Recent moves2 records

Expansion highlights3 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/focusedtax

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Focused Tax Solutions