Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

The best tax advice

I have worked with Jeff on my personal taxes as well as referred him to some of my clients. As a Financial Advisor, it's very important to me to refer knowledgeable, trustworthy people to my clients. I know that I can trust Jeff and I know that he will provide the...

Four Tips For Mayfield Heights Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Mayfield Heights into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Mayfield Heights who are paying attention...

How The Tax Code Makes Regular Mayfield HeightsTaxpayers Angry

Many people think that preparing taxes for a living is a somewhat easy assignment. Bless their hearts. It's NOT just "filling in the boxes" and having the spreadsheets or the software spit out the results. I WISH it were so simple. There's three big reasons why it's...

The Heart Behind Year-End Giving – Jeffrey Campbell’s Three Key Ideas

Lost amid all of the Thanksgiving and holiday noise was the fact that a federal judge just blocked the implementation of the new overtime rules that small businesses were scrambling to prepare for this year. They had been scheduled to take effect on 12/1 of this year,...

Why You Should Consider Giving Away Your Tax Refund by Jeffrey Campbellv

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to...

IRS Form 4852: Jeffrey A Campbell CPA Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Campbell’s Top 5 Tips for Smart Spending

We're officially into the season that we get really and truly busy. Even with the extended tax deadline of April 18th this year, I know that some of our clients are still gathering their paperwork for their taxes -- and I wanted to say: many happy returns to you in...

The Top 12 2017 IRS Scams by Jeffrey Campbell

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it's a very good idea to be on your guard. Last week,...

Once Again, Jeffrey Campbell’s 2015 Tax Time Document Chase List

Brackets, brackets, brackets. Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions fly around every year (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no...

Smart Planning for Financial Independence in Mayfield Heights

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Mayfield Heights wrote me saying that they were feeling...

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!