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 Key Decisions For Mayfield Heights Families With Special Needs Children

I'm not sure there is much that I can add to the commentary surrounding the events of the past week. I'm a tax professional, and I've found it wise to "stay in my lane" during these kinds of events, while still caring deeply about it all. And so I'm grateful for the...

Four Great Summer Tax Moves For Folks in Mayfield Heights

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Mayfield Heights parents with multiple kids playing multiple sports among 100 other things). Before you know it...

Three Key Money-Management Tips For College Students In Mayfield Heights

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session in Mayfield Heights -- which for some parents is something to celebrate, and others something to mourn. Or...

Does Your Cost Structure Match Your Mayfield Heights Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

How To Digitize Your Business by Jeffrey Campbell

It seems as if the world is getting drenched in tech. It’s literally falling from the sky (we’re looking at you, rocket boosters).Because there is so much technology around us, it can be easy to become numb to it. We can quickly start to view it as just a “thing”...

Jeffrey Campbell’s Year-End Moves To Save on Your 2019 Taxes

Only THREE weeks left in 2019, my friend.What will you do to finish strong?One good idea (if you haven't yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page.Your answers will help us to know...

The New Stimulus Bill Has Huge Impacts For Mayfield Heights Businesses

Some huge news is happening for Mayfield Heights business owners, that I'm sure you've heard rumors about, so I wanted to reach out to you quickly with some first-blush details.I also wanted to offer this:If you have business associates or friends who need help...

Campbell’s Guide To Keeping Financial Records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it...

Jeffrey Campbell’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Mayfield Heights businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

Three Financial Statements Mayfield Heights SMBs Need To Get Right

If you’re a successful Mayfield Heights business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...

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!

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