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.

Louisville Accountant Explains How to Care for Mom & Dad (part 2)

With Mothers Day behind us, I suppose it's appropriate to continue my series, focused on caring for our mothers (and fathers) WELL, when the time comes. And seeing last week's post on the topic shared around on Facebook (both around Louisville and beyond), responses...

Kevin Roberts’ Rule From The Successful

I have to first get this off my chest, before we get to the orders of business for today. A Louisville friend who was watching football the other day asked me about a commercial he saw from a "popular" tax chain (who shall remain nameless) that is heavily advertising...

Will, Trust, Or Nothing: Kevin Roberts Helps You Weigh Your Options

I've recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with...

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...

Roberts On The Omnibus Spending Bill And A Prayer For The Holidays

It's Monday the 21st today, as I put this post together. We're hard at work, digesting all of the tax provisions in the huge omnibus spending bill (http://onforb.es/1QFX5J5) that was passed on Friday. We'll be taking a few days to break, and be with our families for...

Availability and Info

For Appointments at Roberts CPA Group Direct Contact: Roberts CPA Group Phone:(502) 426-0000 Email: kevin@roberts-cpa.com Availability: * Located near Louisville Metro, KY * Office Hours: Monday - Friday, 8am - 4:30pm * Call (502) 426-0000 to schedule your...

3 More Reasons Why More Louisville Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Louisville who trust us with their most sensitive financial details -- and we don't take that...

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’ Prayer For The Holidays

I'm writing this on Monday morning, the 22nd, and many of our clients and friends are getting ready for a week of family and merriment, with a dash of stress thrown in. Perhaps especially this year, it's clear that while the holidays are a time of joy for many, they...

Kevin Roberts’ Four Tips On Building Wealth

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 their bathing suits. Why do so many wait until it...

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!