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.

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. - Orison Swett Marden Last week, I posted my Note about automating your investment...

Could There Be a Mistake? We Can Fix It.

"If you don't like the road you're walking, start paving another one." - Dolly Parton As I write this on Monday morning, we're all pretty distracted by the news of the capture and death of Osama bin Laden. It's a bipartisan moment of gratification -- even if...

How to Stop Worrying by Kevin Roberts

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren't nearly as...

One Trump Tax Plan Mistake That Kevin Roberts Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

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...

THANK YOU

Wow, are we here at Team Roberts ever tired! Thanks to you, our Louisville tax preparation business has been hopping this year. Because of the delays in the IRS system this year, we have many clients going on extension (about which I wrote last week), and we will...

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...

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...

Louisville Metro Tax Professional Answers, “How Warren Buffett Did It”

"Fortune favors the bold." - Virgil Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in...

Roberts CPA Group’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Roberts...

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!