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.

Kevin Roberts On What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel --...

A Louisville Tax Preparer Shares A Real-World Holiday Prayer

Well, it's December 24th as I type this ... though, given the holidays, I'm not sure that we'll be posting this to our Louisville Tax Expert Blog until later. Hopefully what I have to say won't already feel dated by the time you receive it! Because I've put together...

Roberts’ Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in...

Roberts On The Omnibus Spending Bill And A Prayer For The Holidays

It's Monday the 21st today, as I put this post together. We're hard at work, digesting all of the tax provisions in the huge omnibus spending bill (http://onforb.es/1QFX5J5) that was passed on Friday. We'll be taking a few days to break, and be with our families for...

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. - Orison Swett Marden Last week, I posted my Note about automating your investment...

“Our Clients Are Afflicted With Madness” Says Louisville Accountant

Our clients here in Louisville are afflicted with "March Madness", along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn't one which my Louisville tax preparation staff and I get much chance to participate in. We're too...

Roberts’ Top 11 Overlooked Tax Deductions for 2014

As I'm sure you've heard me say before, it's a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying...

Kevin Roberts Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: ... Yes, you read that right. Despite what may seem like a fundamental shift in the...

Tax Freedom Day And Amended Tax Returns For Louisville Taxpayers

When I say, "3.5 months of labor," I'm not actually referring to the work we do here in our Louisville tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I'm...

“Your W2 Is Missing, And What You Should Do” Louisville Accountant Advises

"Until you make peace with who you are, you'll never be content with what you have." -Doris Mortman Anyway, tax season is really starting to heat up! Make sure that if you have any pressing questions about pulling your file together, that you send me a quick email...

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!