For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Six Steps To Debt Recovery By Chuck Franklin

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery.The slow onset of these...

Greater Columbus Ohio Families Should Not Neglect Estate Planning

How is your summer rolling along for you? I'd love it if you sent us an update on what you have been doing ... even if it's just a personal update. (You can send us an email through the link at the top of the page.) We take great joy in knowing that our work is being...

Chuck Franklin’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Greater Columbus Ohio is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April...

Chuck Franklin’s Next Steps After Settling With The IRS

With Memorial Day behind us, let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a...

4 Goals To Jumpstart Your Financial Freedom In Greater Columbus Ohio In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Greater Columbus Ohio Families And Individuals

I can't believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by -- and those of...

Should You Set Up A Trust? 5 Questions For Greater Columbus Ohio Families

We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down...

Chuck Franklin CPA, LLC’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Chuck...

5 Tips on How to Become Wealthy in Greater Columbus Ohio

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Greater Columbus Ohio clients. Because something that is a...

Focus Training For Folks In Greater Columbus Ohio

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!