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.

How To Eliminate Bad Business Debt In Your Rockledge Small Business

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

10 Simple Fraud Protection Safeguards Rockledge Companies Should Implement

Things have been cranking at the Daniel Henn, CPA, PA offices of late! We have had a steady stream of new Rockledge clients calling, emailing and coming through our doors. But it's also because of all of the questions we are fielding about the new tax law changes, and...

Develop Your Rockledge Target Client With These 7 Important Traits

While we're on the subject of what's holding Rockledge business owners back... I wrote recently about how too many of my Rockledge small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor tasks, while they...

Three Easy Ways for Rockledge Business Owners to Develop Delegation Skills

The corporation deadline for Rockledge businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

The Most Likely Reasons Why Small Businesses Fail In Rockledge

It's always been hard-scrapping for small business owners in Rockledge. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past decade. Now,...

What Are My Chances of Getting Audited? 11 Tips For Rockledge Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Rockledge clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

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!