Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

There are so many advantages for those who file taxes early in tax season. Here are the top four reasons to get your documents together as soon as possible.

As of this writing, the federal government is STILL in its partial shutdown.And 800,000+ people are affected -- including a whole slew of IRS workers who have been called in, regardless of paychecks, because come Trump or high water: tax filing will indeed begin on...

Why You Should Create A Tax Planning Strategy With A Columbus Ohio Professional’s Help

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....

Chuck Franklin’s Guide For Choosing An Executor Of Your Estate Plan

We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our Greater...

Key Tips For Greater Columbus Ohio Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

Two Ways Towards Making Money In Marriage Harmonious For Greater Columbus Ohio Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down.If you've been married, you know that there is a big difference between the "wedding show", and the real work of being married. One of the best pieces of advice I've seen for newlyweds is...

A Powerful Example of Tax Planning For Greater Columbus Ohio Families And Individuals

It's wild to think that there are only four more months in 2019.As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes -- many do not look at, or even think about, their tax situation until...

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...

4 Goals To Jumpstart Your Financial Freedom In Greater Columbus Ohio In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

Three New Tax Implications for Buying or Selling a House in the Greater Columbus Ohio Area

Sometimes real estate is more art than science.Because every homebuyer's situation is nuanced from home to realtor to geographic location, there's no cut-and-dried way to go about it, and that's whether you're investing, moving or selling.But there are a few things...

5 Tips on How to Become Wealthy in Greater Columbus Ohio

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Greater Columbus Ohio clients. Because something that is a...

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!