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.

A Rockledge Business Owner’s Simple Plan For Dealing With Angry Customers

Even in the middle of the intensity of the busy tax filing season in Rockledge, we occasionally become the target for somebody's frustration. Over the years, and especially when things are busy and stressful, we've had to learn about how to best handle matters when a...

Special Business Knowledge And Rockledge Business Success

Yes, there's plenty to say about that Super Bowl, the advertisements (apparently, they're all Tide ads), the halftime show, etc. But I'll let others weigh in there. I'm a tax professional after all. Congratulations Eagles fans, etc. Here at Daniel Henn, CPA, PA, we're...

Dan Henn’s 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 Rockledge clients' business financial doings...

The Most Important Factor in Rockledge Small Business Valuation

I've heard from many of my Rockledge business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax...

Three More Questions To Consider in 2018 For Your Rockledge 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...

3 Important Questions For Rockledge Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

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!