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.

8 Important Steps for Mayfield Heights Non-Profits Before Year-End

With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations.This year might be worse.Yes, I hate to be the one to say these things, but...

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: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing...

Five Productivity Tips for Mayfield Heights Busy Bodies

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded.)Now ... fall. This can be a happy transition (as it is for many), though I do know...

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...

Jeffrey Campbell’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many Mayfield Heights clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help...

2018 Tax Extensions and Payment Options for Mayfield Heights Taxpayers

Yep. This is the final week, and the personal filing deadline (April 15th) is *so* close.It's officially the final week of tax season -- and we are working our tails off for you and our other Mayfield Heights clients.But I'm still taking the time to step away for a...

Three New Tax Implications for Buying or Selling a House in the Mayfield Heights 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...

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Mayfield Heights Families

I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...

Jeffrey Campbell’s Thoughts on Being Thankful in Difficulty

“It was the best of times. It was the worst of times.” I think we can agree that Charles Dickens’s famous lines ring true when looking back at 2020 and 2021 (though “best” might seem like a stretch).With employees shifting their worlds to make room for new priorities,...

Mayfield Heights Tax Expert on Making Sure Your 2014 Taxes Are Done Right

Labor day comes at me like a rush, every year. There's a corporate tax deadline on the 15th of September to keep me busy and focused ... but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now. Winter is coming....

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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