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.

The Looming IRS Debt Apocalypse Facing Greater Columbus Ohio Taxpayers

It doesn't take a genius to look around and predict that economic catastrophes are still coming.Yelp recently issued a report which revealed that as of August 31, there were 163,735 businesses who indicated on Yelp that they had closed -- a 23% increase since...

9 Key Questions for Your 2017 Taxes by Chuck Franklin

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and...

What To Do If You’re Among Those Greater Columbus Ohio Taxpayers Who Missed The Tax Deadline

There are two kinds of taxpayers right now.Those who filed their taxes.And, well, those who didn't.There are MANY reasons why you might be in that second group, and there doesn't need to be any shame attached to it.But for those who haven't yet filed (maybe that's...

Tax on Cryptocurrency: 2020 Tax Code Changes for Greater Columbus Ohio Taxpayers

Back in August, the IRS listened to Congressional urging that they stop sending out "balance due" notices until they got caught back up on a mail backlog.Well, last week, we got the news that the IRS has apparently caught up. (Or, well enough, they say.)That means...

Is Your State Broke? Chuck Franklin Analyzes State Tax Revenue Sources

With national events continuing as they are, here at Chuck Franklin CPA, LLC, we're finding ourselves locking into "go mode" ... again. It's unusual for us to be in this mode smack in the middle of June, but this year has not been ... usual. This is because the tax...

College Is Expensive But Greater Columbus Ohio Families Can Save Big Through These Tax Breaks

What, you think I'm on vacation?Yes, the tax deadline has passed. But we're still available, and handling post-deadline matters for Greater Columbus Ohio clients. But moving along to today's subject: figuring out how to pay for college tuition. Things are...

11 Wealthy Habits You Should Pay Attention To by Chuck Franklin

Maybe it's true that having $1m+ these days isn't as impressive as it used to be. But it's still a measure that we continue to use as a marker of financial "arriving".What's further interesting is that even in the midst of ongoing economic gyrations, the numbers of...

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...

Preparing a Disaster Plan In Greater Columbus Ohio

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...

Where Do Our Tax Dollars Go? Chuck Franklin Breaks It Down

Before I get to your tax dollars, and where they went, I have a couple thoughts for you.We're still settling down from the flurry of last week and the passing of the April 15th deadline. There were MANY more procrastinators this year than in years past, in my opinion...

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!