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.

Outlining What Occurs During A Business Audit For North Georgia Businesses

Our North Georgia business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Build A Brand In North Georgia And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

Three More Questions To Consider in 2018 For Your North Georgia Small Business Plan

We are in that "calm before the storm" period before busy season begins in earnest for us, and it's a great time for us -- and for you, in my opinion -- to take stock. As we prepare for the increased activity and communication level that always comes this time of...

Ask For The Sale! North Georgia Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your North Georgia business. We're not marketing "gurus"...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in North Georgia

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your North Georgia business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the...

A North Georgia Business Owner’s Holiday Prayer

Here we are, smack in the middle of the North Georgia holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched.At least we have these holidays.But then I...

Effective Advertising: How To Find It In North Georgia

As you may or may not already know, this is the final week before extended tax returns are due (Monday, October 16th is the due date this year), so we are working hard here in our North Georgia offices with those clients who placed an extension on their filing, to...

Marketing Tactics that Lead to Business Growth, by Curtis Collins

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

How To Eliminate Bad Business Debt In Your North Georgia Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your North Georgia business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our North Georgia business clients also have us handle...

The Billionaire Mindset by Curtis Collins

More than being only bean counters or tax strategists for our North Georgia clients, we make it a point to study what works well for our most successful clients, and (with all confidentiality) pass along principles we've seen work in various businesses. On top of...

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!