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.

Get Lower Taxes: 4 Last-Minute Tax Moves For Greater Columbus Ohio Taxpayers

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well ... perhaps that's an exaggeration. Most of us don't take our cues from DC! Either way, this season marking the...

Chuck Franklin CPA, LLC’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the Greater Columbus Ohio area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this...

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...

Common Sense Taxpayer Information Security for Chuck Franklin CPA, LLC Clients

We're gearing up for tax season around here, already beginning to help certain Greater Columbus Ohio clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while...

Should Greater Columbus Ohio Parents Sacrifice Their Retirement for Their Children’s College Debt?

As Houston continues to recover from the devastation of Harvey, if you've been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards...

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...

Will a Trump Tax Cut (or Raise) Affect You in Greater Columbus Ohio?

There's a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area. And, of course, there's talk about tax...

2017’s Been Hard For Our Nation, Can We Still Give Thanks in Greater Columbus Ohio?

Here we are, suddenly finding ourselves in the week that we have set aside as a nation for the giving of thanks. 2017 seems to have been a difficult year for many to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. But,...

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 CPA, LLC’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans.We're all about those plans.These days, we're working with a fair number of our Greater Columbus Ohio clients to get ahead of all of the changes to the tax code. Yes, there's a larger standard deduction next year, and that might make sense for...

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!