For Small Businesses

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, professionalism, and attention to detail make our business services second-to-none. As a Licensed CPA team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short and long-term strategies for growth and profitability.

Whether you need help starting a business, cleaning up your books, setting up QuickBooks, business coaching, payroll services, or other strategic consulting, we can help you.

Getaways done right

We either make ourselves miserable, or we make ourselves strong. The amount of work is the same. -Carlos Castaneda Summer is here!...to the vacationing. Maybe you're on one now (makes sense, this time of year!) or you'll be heading on one soon. And you KNOW I'm "all...

Kevin Roberts’ Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

4 Key Year-End Tax Strategies With Tax Reform In Mind For Louisville Taxpayers

We're in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however ... well, let's just say that we don't often get a "normal" holiday...

Loving your special children well

Keep steadily before you the fact that all true success depends at last upon yourself. -Theodore T. Hunger First off, I thought I'd point you to a recent USA Today article which does a good job of explaining the current estate tax mess--as well as the dangers for...

How to thrive now

It is hard to fail, but it is worse never to have tried to succeed. -Theodore Roosevelt It really is the "dog days" of summer these days--temperatures pretty sweltering all over the place! We have clients spread around the country, so we keep getting reports of...

How Comprehensive Travel Insurance Can Help Louisville Families Avoid Vacation Nightmares

First off, a quick reminder that estimated taxes for the second quarter are due June 15th. This one always feels as if it came a little quick (2 months instead of the normal 3), so if this applies to you, you'll want to make sure you have that all set up in time....

Kevin Roberts’ Tax Savings Strategies Stop Loaning The Government Your Money

The government doesn't need a loan from you... that's what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 --...

Watch Out For These Online Pitfalls

"Worry a little bit every day and in a lifetime you will lose a couple of years. If something is wrong, fix it if you can.  You can train yourself not to worry. Worry never fixes anything." - Mary Hemingway An amusing story came out just recently...apparently, there's...

Three Practical Financial Tips for the Multi-Generational Caretaker in Louisville

With summer in full swing, for some of my Louisville clients it means that the children are more "present" than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those,...

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...

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!