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.

Marketing Tactics that Lead to Business Growth, by Jeffrey Campbell

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...


Quick, informative, friendly.

Jeffrey Campbell’s Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago ... everything in the restaurant/market is running smoothly -- chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are...

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 On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren't pretty. (Some commentary here: On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing...

Jeffrey Campbell’s List of What Else Is Due On April 18th

It's "go time" around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We've...

How to Eliminate Workplace Gossip in Mayfield Heights Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Mayfield Heights business owner client files and getting a significant thrill from being able to help so many of our...

Training Your Heart For Good Financial Stewardship In Mayfield Heights

Working with my Mayfield Heights clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that...

For The Sake of Your Mayfield Heights Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your Mayfield Heights business) ... well, the more that we discover...

Jeffrey Campbell’s 5 Quick Tips for Teaching Kids About Money

I've seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially...

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!