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.

Louisville Tax Preparer Explains Why You Need An Estate Plan NOW

I'm once again spending my morning scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season here in the Louisville area (thanks for all the recent referrals -- keep 'em coming!) AND navigating the perils of...

Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

Louisville Accountant answers: “What now?”

The dust is truly beginning to settle around our Louisville tax preparation offices after our very busy TY2011 tax season (ok, maybe that's just pollen). Regardless, we're beginning the process of serving you during the "off season", and evaluating how things went. To...

Kevin Roberts On Carving Away The Fear

I wrote this piece a couple months ago to my business clients and colleagues, whom I keep in touch with outside of these "Personal Strategy Notes", and I felt that as we turn the corner into March (and we're staving off the lions, hoping for lambs), it was something...

Kevin Roberts Discloses The Starting Point For Tax Planning

Last week, I wrote to you that we would be giving some attention to "tax planning". If you're not entirely familiar with the term, it's the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out...

Kevin Roberts’ Simple Two-Step Trick for Conquering Procrastination

Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And...

Where to find more sources of income

It's always too soon to quit. - Norman Vincent Peale No, the recession isn't over. Yes, there is good news out there--and I LOVE sharing good news with my clients and friends, but over the weekend, I was reminded again about how often we can just *grasp* at every item...

Louisville Tax Expert Makes A Case For Five Reasons To Give, No Matter The Tax Rates

I'm once again spending my morning here in my Louisville tax office scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season (thanks for all the recent referrals -- keep 'em coming!) AND navigating the perils...

Kevin Roberts’ Top 5 Ways to Confront Worries

First, I'd like to put out a little mini-fire that's been raging on the interwebs a little: No -- Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what's *actually* happened that it takes on a level of "truthiness"...

So grateful for you …

Part of me can't believe that I'm taking the time to write this, here on Monday morning the 14th (the day before the filing deadline for taxpayers and for we Louisville tax professionals!). But I also know if I don't do it now, this tax season having been so full ......

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!