Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

You get the credit

"The income tax has made more liars out of the American people than golf has." -Will Rogers Your family's Personal Financial Guide is here, and we've got some bad news to start the week...as well as some good news for many from the past weekend. (Btw, I'm not...

Surrounded by beauty

"You are the same today as you'll be in five years except for two things: the books you read and the people you meet." - Charlie "Tremendous" Jones Well, I generated some nice reaction last week with my plea that we all calm down! Many thoughtfully wrote me about...

Kevin Roberts on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, though ... if you've established for yourself a hedge against financial turmoil, let's not have you ruin it. Last week, I...

Kevin Roberts’ Eight Reasons For Having an Estate Plan

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation's founding. (Speaking of...

Kevin Roberts’ 3 Steps To Protecting Your Children’s Financial Future And More

We are just about two months away from the tax deadline. This year (2016) the tax deadline happens to be April 18th, instead of April 15th, due to special a holiday in Washington, DC ("Emancipation Day"). More info here, if you care: http://1.usa.gov/1PzSzZL And for...

Louisville Tax Professional Explains Living On One Income

As Dana Carvey used to say on SNL, hear me now, but believe me later: there WILL be a "fiscal cliff". And yes, as a Louisville tax service, it behooves me to say that yes, we will feel it here. With all of the chaos bubbling in the Middle East, the back-and-forth...

Kevin Roberts’ Thanksgiving Encouragement

This week of Thanksgiving seems like it hurtled its way towards us, and suddenly the holidays are upon us. Perhaps it's because of the elections, maybe the weather ... but for some reason, it feels very sudden. And that's probably a good thing, because it's our chance...

A Louisville Tax Accountant Explains How To Prepare For The Fiscal Cliff (Part 1)

I'm just now beginning to realize how busy these next three months will be here at Team Roberts -- and that's before tax season even begins. Just so you know, here's the "normal" behind-the-scenes calendar for Louisville (and beyond) tax professionals:    ...

It’s Madness Out There! …

The important work of moving the world forward does not wait to be done by perfect men. - George Eliot ...well, "March Madness", that is! Churchill: The Hollywood Years ipod Unfortunately, this little national hoops holiday isn't one which my staff and I get much...

Louisville Tax Preparer On: Tax Extensions, Demystified

It's the final full week of tax season, and our Louisville tax preparation office is hopping! I'm still taking the time to step away for a moment and write to you, my friend (if you have all your papers in, and are waiting for our completion -- fear not! My team is...

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!