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.

Curtis Collins’ Essentials On Small Business Insurance Coverage

"Go start a business!" they said."It'll be fun and you'll make a lot of money!" they said. "FLEXIBILITY!" "BE YOUR OWN BOSS."But then ... well, you are your own boss now. And there are so. many. things. to think about beyond what you got into your business to actually...

Mapping Out Your North Georgia Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a North Georgia business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking...

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...

Curtis Collins’ 2017 Tax Document Checklist

Yes, the calendar reads 2018, but the IRS of course, is living in the past. As you probably know, we are now beginning the process of doing something we're pretty good at: effectively, legally, and ethically reporting our North Georgia clients' business financial...

9 (More) Reasons You Should Own Your North Georgia Business’ Building

Working remotely is more prevalent in North Georgia's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own...

Can I Take the Section 199A Deduction For My North Georgia Business?

Lots of business owners have been contacting us of late, as we've developed a bit of a reputation around the North Georgia area for helping business owners save a bundle on their taxes.And many of the business owners in North Georgia that we've talked to have a...

Four Key Steps For Effective Customer Care By Curtis Collins

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of North Georgia businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

Does Your Cost Structure Match Your North Georgia 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...

Key Year-End Tax Moves North Georgia Businesses Should Consider

There are so many things for North Georgia business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending ... do not neglect this wonderful opportunity for the calendar...

5 Effective Marketing Tips For Your North Georgia Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

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!