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.

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"...

Kevin Roberts’ Eight Reasons For Having an Estate Plan

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation's founding. (Speaking of...

Louisville Tax Office Explains What’s Actually Being Extended

I've been saving up all kinds of wise financial and personal strategies to share with you straight from "Louisville Tax Preparer Central", but I hope you'll allow me some forbearance. It's fair to say that the office has been a little busy these last few months as...

Kevin Roberts’ Tax Extension Tips

Well, here we are. The personal filing deadline (April 18th) is *so* close. Yes, it's officially the final week of tax season -- and we are working our tails off for our clients! There's a lot of "business" in this note, so please make sure you read it all -- it could...

Halftime Tax Adjustments for Louisville Taxpayers

I have an action item for you in a moment, but before I get there, allow me to explain... You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I'm not just referring to learning more technical moves, or...

Well-Publicized Mistakes, And Going Alone

The important work of moving the world forward does not wait to be done by perfect men. - George Eliot This week after the Super Bowl is leaving football fans at a bit of a loss. But an interesting fact about our winning Green Bay Packers: They're the only...

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...

Beat Back The Debt

"Don't say you don't have enough time. You have exactly the same number of hours per day that were given to Helen Keller, Pasteur, Michelangelo, Mother Teresa, Leonardo da Vinci, Thomas Jefferson, and Albert Einstein." - H. Jackson Brown Julius Caesar the movie...

A Story You Should Read

Act as if what you do makes a difference. It does. - William James This might offend you, though I'm not trying to ruffle feathers -- however, I will be a bit bold here: Could you be focusing too much attention on your family? Now, far be it from me to suggest that...

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"...

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!