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?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

13 Reasons The Taxman Fears Kevin Roberts

As I was scanning the news this past week, and seeing the *continued* doom and gloom in our 24-7 world, the glut of "experts" who clamor for your inbox and your attention, and the unfortunate reality of our scattered, modern age ... well, I just thought you should...

Roberts’ Simple, 4-Step Plan For Organizing Your Financial Records

The events in Charleston last week have left all of us -- once again -- searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family...

Audit-proof your life

"The past does not define you, the present does." - Jillian Michaels I hope your weekend went well--our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. If you've paid any attention, you probably heard about American,...

A Tax Pro’s Valentine

The tax world was roiling late last week over some fraud detected from within TurboTax. Here is the story: http://onforb.es/1DNkQot Essentially, the makers of the software detected a level of fraud occurring in state tax return submissions that made them decide to...

Instilling Financial Literacy For Kids In Louisville

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Haitian blues

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes I've been deeply affected by what happened in Haiti last week. It's shocking, painful and the worst part of it all is how uncertain that...

Turbo-Charged Audits and Mistakes — Eliminated By Kevin Roberts

Watching the Olympics the past couple weeks from Louisville tax preparation headquarters (well, not while we're preparing your taxes, of course!), and on the heels of the Super Bowl, we've been treated to some pretty great commercials lately, haven't we? Some of the...

Louisville Tax Pro Discusses: Organizing Your Financial World Around a Child With Special Needs

There probably isn't much that a Louisville tax professional could add to the growing commentary on Colorado's most recent tragedy. And it wasn't even so much a tragedy in the classic sense -- more like an atrocity. Root cause analysis (Hollywood violence, lack of gun...

Kevin Roberts Reveals 6 Common Tax Preparation Mistakes That Could Get You Audited

Spring has officially sprung and we're working like busy bees on client tax returns these next few weeks before April 15th, and I would like to say: if you have not yet done so, we need to get your information to complete your return as soon as possible. This has been...

Four Tips For Louisville Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Louisville into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Louisville who are paying attention (because let's...

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!