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.

Three Practical Financial Tips for the Multi-Generational Caretaker in Mayfield Heights

With summer in full swing, for some of my Mayfield Heights clients it means that the children are more "present" than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for...

Campbell’s 2015 Tax Time Document Chase List

What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument -- all of these things have been roiling through the last week, as we've watched. I'm sure you felt similar. And, well, life has a...

9 Questions For Mayfield Heights Taxpayers To Consider for Tax Planning

I wanted to put this on your radar before the next few weeks, when (apparently) our nation (and perhaps even our little village of Mayfield Heights) will be going down in flames. If we are to believe either/both sides of this nasty election, if Trump/Clinton...

Jeffrey Campbell’s Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Implement Jeffrey Campbell’s Tax Planning Strategy To Pay Less On Taxes This Year

It's true -- there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point...

What To Look For In a Mayfield Heights Tax Professional

The world is awash in shouting these days. Can you feel it? It's tax season, and so I'm not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these...

2018 Tax Reform Update And A Holiday Prayer from Jeffrey

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

3+ Reasons Why Mayfield Heights Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. This was a record breaking season for me. I admit I was not prepared for the number of new clients I saw this tax season. I am still working on extensions, most will be completed this week. And so...

Jeffrey Campbell’s Holiday Season Prayer

I was doing some last minute Christmas shopping this morning, and I noticed that traffic is already a little lighter around town. Many of us are still working, but I have plenty of friends who have already taken time away from work, starting today. Whatever your faith...

Understanding Your Mayfield Heights Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

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!