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.

Building a Better Personal Network In Louisville

We work a great deal with asset sheets and financial numbers for our Louisville clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Louisville families and people we serve. But...

Washington Really is a Different Kind of Town

"If it's not something you can decide about, if it's not something you can avoid, then all you can do is worry. And what's the point of that?" -Seth Godin There are just some stories where nobody comes out looking good -- and this "debt ceiling" debacle is one 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 on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can...

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,...

Dreaming Big Must Come Before Financial Planning by Kevin Roberts

You'd probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial...

Louisville Accountant Explains How To “Reclaim Control Over Your Taxes – Even Old Returns”

Part of me can't believe that I'm taking the time to write this post, here, Monday morning the 16th (the day before the filing deadline). But I also know if I don't do it now, this tax season having been so full ... well, I'll admit that we can anticipate a bit of a...

Louisville’s Most Trusted Tax Service Explains What To Make Sure You Have Come Tax Time

How was your long weekend around the Louisville area? Hey -- whatever your opinion about labor unions, I think we all appreciate an extra "day off" now and then (though, as with many business owners, my "day off" as your friendly Louisville tax service provider,...

Kevin Roberts on Why the DIY Ethic Can Hold Us Back

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of...

Kevin Roberts On Caring For Two Generations

Many things have changed, even just around here in the Louisville area. Time was, families were used to be dealing with elderly parents, young children ... and everything in between, all in one house! This is less common now, and as a result, many Louisville families...

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!