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.

Kevin Roberts’s 2014 Tax Time Document Chase List

Just a little over two weeks from now, we will begin filing client tax returns to the IRS (electronically), and our Louisville tax preparer offices will be jumping. --> And by the way, though we aren't *filing* until the 31st, we at Team Roberts ARE working (right...

A Critical 2015 Tax Planning Checkup for Louisville Taxpayers

We're almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by -- and those of us who pay attention to politics are all probably eagerly looking forward to being done with the...

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...

Turbo-Charged Audits and Mistakes — Eliminated By Kevin Roberts

Watching the Olympics the past couple weeks from Louisville tax preparation headquarters (well, not while we're preparing your taxes, of course!), and on the heels of the Super Bowl, we've been treated to some pretty great commercials lately, haven't we? Some of the...

Millennials In The Louisville Workplace

Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer ... and maybe that's because the task...

Kevin Roberts’ Four Tips On How To Think About Money

It's been a great pleasure to reconnect with some Louisville clients this past week, as we have had the opportunity to conspire together about building their financial fortress, with the "new" tax law in mind. There are still plenty of provisions within these new tax...

Kevin Roberts On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren't pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing...

Strong words about giving

"People with many interests live, not only longest, but happiest." - George Matthew Allen Whichever faith tradition you hold dear, it's likely to have become extremely commoditized and "shopping-ified" (look, I'm an accountant--not a word smith) around this time of...

Don’t miss your chance on these…

Thoughts lead on to purposes; purposes go forth in action; actions form habits; habits decide character; and character fixes our destiny. - Tyron Edwards How was your long weekend? Hey--whatever your opinion about labor unions, I think we all appreciate an extra "day...

The coming tax ‘Armageddon’ for you

Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover. - Mark Twain Can you believe it's...

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!