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.

Should Louisville College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn't helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future.And, of course, that is especially true of student loans.Now, much can be written about the explosion of student...

Four Tips For Louisville Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Louisville into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Louisville who are paying attention (because let's...

Commonly-overlooked breaks

We are not in a position in which we have nothing to work with. We already have capacities, talents, direction, missions, callings.  - Abraham Maslow We're getting closer and closer to D-Day (April 15th: "Done Day") around here, and we've already had quite a tax...

Kevin Roberts On How Having a Tax Strategy Wins Out

As I'm writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And...

How Louisville Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

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...

What To Do When The Taxes Are Done, Per Your Favorite Louisville Tax Office

What a terrible week we suffered through as a nation last week. I'm still trying to process all of it, honestly, here in my Louisville tax office. Life does continue, however, and as such we're starting to catch our breath around here, after a busier-than-normal tax...

Kevin Roberts’ Three Tax Questions After Filing

By that subject line you might think that I'm referring to myself! After all, with the tax deadline behind us, I know that some friends of mine have asked if I just "kick back" and put my feet up by the pool the rest of the year. Actually, no. Not only do I LOVE what...

Why You Should Create A Tax Planning Strategy With A Louisville Professional’s Help

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....

Kevin Roberts On How To Handle A Lost W2

The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the...

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!