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.

IRS Form 4852: Chuck Franklin CPA, LLC Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Chuck Franklin’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Greater Columbus Ohio...

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Chuck Franklin

Still no guidance from the IRS about the payroll tax "holiday" (deferral), so it's extremely unlikely that your Greater Columbus Ohio employer will be ready -- simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don't have the answers to...

Debunking Estate Plan Myths For Greater Columbus Ohio Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for Greater Columbus Ohio small business owners, credits aplenty in all of the variety of stimulus bills,...

New (and Old) Tax Scams Taxpayers In Greater Columbus Ohio Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

Four Online Security Moves For Greater Columbus Ohio People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it's important, in my...

Chuck Franklin’s Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

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...

How To File An Appeal With The IRS by Chuck Franklin CPA, LLC

Flipping through mail shouldn't deliver anxiety -- only coupons and Amazon packages.But when you come across an envelope from the IRS, a little panic is perfectly understandable.No matter the contents of that envelope, know you have a right, as a citizen of the United...

Time To Dream With Your Friendly Greater Columbus Ohio Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

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!