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.

Solving Problems in MARKETINGCITY Businesses with Effective Solutions

There's this idea out there among many wannabe MARKETINGCITY business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although the...

Delayed Gratification: Staying Focused to Get Ahead (Later) in MARKETINGCITY

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

John Smith’s Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

Focus Training For Folks In MARKETINGCITY

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...

Instilling Financial Literacy For Kids In MARKETINGCITY

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For MARKETINGCITY Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

John Smith’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For MARKETINGCITY Families And Individuals

We are now fully engaged in our tax "off season" here in MARKETINGCITY. 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...

Four Tips For MARKETINGCITY Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in MARKETINGCITY 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 MARKETINGCITY who are paying attention (because...

3+ Reasons Why MARKETINGCITY Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our MARKETINGCITY office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...

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!

See How We Can Help