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.

Get Lower Taxes: 4 Last-Minute Tax Moves For Mayfield Heights Taxpayers

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well ... perhaps that's an exaggeration. Most of us don't take our cues from DC! Either way, this season marking the...

Campbell’s 5 Steps To Affect Your Credit Score

Look, I don't know what a Pokemon is, but with the kind of summer that our nation and world has been having, I suppose I can understand the appeal of plugging into an alternate reality and hunting weird, imaginary creatures. With Baton Rouge (once again) in the...

A pleasure to work with

If was my first full year in the Cleveland Area. Jeff was a pleasure to work with and I am looking forward to future use of his expertise.

Adviser to me for many years

  Jeff has been a trusted tax adviser to me for many years. Through many changes in my life, Jeff has always been available to help me understand the impact to my financial health and tax laws. I highly recommend Jeff's services.

Jeffrey Campbell’s New Year’s Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just ... daily life in Mayfield Heights. And, in my opinion, this coming week is actually...

Common Tax Return Errors To Avoid For Mayfield Heights Self-Preparers

The Super Bowl teams are set, the new President is inaugurated ... why does it feel like things are still going so fast? Perhaps, for me and my team, it's because we finally are able to submit tax returns to the IRS (they began receiving them on Monday the 23rd). But...

A 12-Point Financial Health Check For Mayfield Heights Families And Individuals

We are now fully engaged in our tax "off season" here in Mayfield Heights. 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 classes...

Focus Training For Folks In Mayfield Heights

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

A Heartfelt Thank You To Our Mayfield Heights Tax Preparation Clients

The loudest thing I want you to hear from this post is this: THANK YOU for your trust, Mayfield Heights. Our primary work for this tax season has just about wrapped up. But notice I said "primary", there ... you see, unlike some tax professionals, we make it a point...

A Mayfield Heights Parent’s Four Step Guide On Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type "President Hillary Clinton") ... we've had eight years of President Barack Obama, and however...

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!