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.

The wrong professional

"Regret for the things we did can be tempered by time; it is regret for the things we did not do that is inconsolable." - Sydney J Harris Thanks for all of your notes, feedback and phone calls about last week's post re: Haiti. That crisis seems to have affected the...

Re: Guarding Against Your Own Private Downgrade

"No one is in control of your happiness but you; therefore, you have the power to change anything about yourself or your life that you want to change." - Barbara de Angelis Last week, we were all reeling a little from the S&P downgrade and all of the other chaos...

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...

Just making sure…

"Obstacles don't have to stop you. If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it." - Michael Jordan Well, we're nearing the home stretch in tax season. Since the deadline for individuals (April...

Is now the time to ‘go gold’?

This is the beginning of a new day. You have been given this day to use as you will. You can waste it or use it for good. What you do today is important because you are exchanging a day of your life for it. When tomorrow comes, this day will be gone forever; in its...

What To Look For In a Louisville Tax Professional

The world is awash in shouting these days. Can you feel it? It's tax season, and so I'm not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these...

Kevin Roberts Shares On Overcoming Procrastination

I've heard rumors that (for some unknown reason) many people don't like to file taxes? It appears that most folks do NOT like to fill out reams of paperwork only to finally discover how much money they are really giving to the IRS! This, of course, is why we work so...

Roberts’ Four Good Reasons To Give Charitably, Aside From Tax Deductions

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn't yet finished (it needs to go through the "reconciliation" process, and the President needs to sign it), but we have some...

Take a day off … and save money?

"Your big opportunity may be right where you are now." - Napoleon Hill As I write this, Congress is still dawdling around with the politics of extending the current tax rates. They call it a "tax cut"...but really, it's the avoidance of a tax *increase*. By the time...

Kevin Roberts Offers Practical Tips For Your Estate Plan

First off (and this doesn't necessarily affect all of our clients), just a quick reminder that the second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it's only two months after April 15th -- so don't get...

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!