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.

How To Find a Tax Preparer For Greater Columbus Ohio Folks With IRS Problems

The autumn leaves are changing, and "the most wonderful time of the year" is right around the corner...I'm guessing tax season isn't exactly at the front of your mind.But it should be! (At least in the top five things at the front of your mind.) Because as long as...

Four Great Summer Tax Moves For Folks in Greater Columbus Ohio

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Greater Columbus Ohio parents with multiple kids playing multiple sports among 100 other things). Before you know...

A 12-Point Financial Health Check For Greater Columbus Ohio Families And Individuals

We are now fully engaged in our tax "off season" here in Greater Columbus Ohio. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending...

How To Manage Money For Greater Columbus Ohio Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Franklin’s 5 Retirement Money Mistakes You Can Avoid Ahead of Time

We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Greater Columbus Ohio clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year...

Chuck Franklin’s Annual Holiday Prayer

Congress has been busy.They're home for the holidays, but before they left, they passed a flurry of bills that you might be interested in.Oh, and yes ... the House impeached the President. There is also that. I make no comment about that, but I DID want you to see...

How To Get Out of Debt Fast in Greater Columbus Ohio: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some Greater Columbus Ohio clients that I've walked...

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...

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,...

Labor Tax Updates By Chuck Franklin

Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through.The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...

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!