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.

The Complexity of Social Security Benefits For Louisville Retirees

There is more than one election in our future. Yes, many are already tired of the presidential electioneering (though, I must say, if it weren't for the fact that the next four years of our national direction were at stake, it would be much more entertaining than...

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...

5 Tips To Think More Clearly About Financial Decisions For Louisville Taxpayers

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Roberts CPA Group. Louisville clients have been streaming through our doors, and we've been enjoying our little mini-reunion with so many longtime friends. Now, there's...

Profitable tax moves to make

"Just because something doesn't do what you planned it to do doesn't mean it's useless." - Thomas Alva Edison Finished with one holiday (and I'm still stuffed with leftovers) ... but now we move into the "holiday season". Yikes. I'm *already* overwhelmed with all of...

Kevin Roberts Suggests You Don’t Just Pass Along Money …

We're knee-deep in tax forms and legal documentation this week (with a nice little dash of healthcare forms thrown in, new for this year). Our families miss us (though apparently, according to the commercial last night, all will be forgiven if I purchase my child a...

Roberts’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...

Achieve Financial Independence in Louisville by Outsourcing

If you pay close attention to the news media (which I don't advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...

The TCJA And What It Means For Your Louisville Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

Focus Training For Folks In Louisville

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Four Keys to Achieving Financial Freedom by Kevin Roberts

I truly hope you enjoyed your Independence Day festivities. Perhaps you're still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn't sign it until August 2nd? While John...

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!