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.

Build A Brand In Rockledge 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: Three weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

Get Stuff Done With Henn’s Productivity Tactics

It's Cyber Monday, and as is my habit, this strategy note is being composed early in the week. Plenty to do this week, and gotta get ahead, after all. Did your Rockledge business run a sale for the holidays, or Cyber Monday or Black Friday? If not, you may have (ahem)...

Thanksgiving Week Reflections From A Rockledge Business Owner

It's a slower week, here in Daniel Henn, CPA, PA World. Yes, it's crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week. And I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday...

5 Effective Marketing Tips For Your Rockledge 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...

The Billionaire Mindset by Dan Henn

More than being only bean counters or tax strategists for our Rockledge 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 that, we...

How to tell when it is an IRS agent at your door!

It happens to the best of people. They get behind in filing their tax returns or even paying the amounts due.  It happens for many reasons, they or a family member was sick or recently died (recent could be 2-3 years ago as we all process grief differently), someone...

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!