Chuck Franklin’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters.And this year, there are LOTS of things to consider as we approach 12-31-18.Because yes -- the standard deduction this year has been significantly increased, and...

Tax Planning Strategies For Greater Columbus Ohio Individuals and Families

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Greater Columbus Ohio clients -- at least with those who are smart enough to take us up on it -- we PLAN...

The Trump Shutdown Is Over And Tax Filing Season Has Begun For Greater Columbus Ohio Taxpayers

Politics aside, I think we can all breathe just a little easier knowing that the federal government is no longer in shutdown mode.And on top of that, this morning, as I write, the IRS has begun accepting filed tax returns. Which means, well ... it's about to get...

New Ideas For Greater Columbus Ohio Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college.But imagine if you had sent your son to Morehouse College. Here's what happened there this month...On Sunday, May 19th, investor and philanthropist, Robert F. Smith,...

Chuck Franklin’s Two Financial Exercises To Strengthen Your Family Finances

All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an...

The Behavior Profile of Our Greater Columbus Ohio Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Don’t Wait Until April To Let Chuck Franklin CPA, LLC Provide IRS Tax Debt Relief

Here we are in the fall, and the pace of life has clearly accelerated for most families in Greater Columbus Ohio. Even if you don't have school-aged children, there's just something about this season that increases the intensity for everyone. Maybe it's just football...

Chuck Franklin’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what's ahead.Which is a funny thing to say, because, well ... for too many of our clients, we are continuously looking backwards -- simply because they haven't worked...

Spending Money From Tax Refunds Wisely By Chuck Franklin

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as we tax pros say, the days are long, and the days are long.But that's simply because we've been getting to do some meaty, fun tax preparation work...

Chuck Franklin’s 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

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!