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.

What To Do When You Experience A Sudden Income Increase In Louisville

I don't know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it's good to put all the shouting behind us.Er, well ......

Kevin Roberts’ Tax Planning Strategy For 2016

Lots of important things are happening in the world these days, but based on what I'm seeing in social media, perhaps the thing that people are MOST interested in is the return of NFL and college football. Perhaps that causes a mere shrug of the shoulders for many,...

It’s a new world

"If you don't know where you are going, how can you expect to get there?" - Basil S. Walsh I'm writing this on Columbus Day...which is really an interesting holiday, right? Chances are, if it weren't for the fact that government offices shut down for it (most notably,...

Here are my resolutions…

This is why our clients and their friends seek us out for *more* than simple tax preparation, but a whole host of other services as well–from planning, to business services, to simple encouragement. I get to be someone in your life who says: “You can do this. You’re not alone.”

Guarding Against Your Own Private Downgrade

"All mankind is divided into three classes: those that are immovable, those that are movable, and those that move." -Benjamin Franklin What a messy weekend. Heartbreaking news from Afghanistan, the S&P downgrade -- and now all of the resultant (and gruesomely...

The Behavior Profile of Our Louisville Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Louisville Tax Office Explains What’s Actually Being Extended

I've been saving up all kinds of wise financial and personal strategies to share with you straight from "Louisville Tax Preparer Central", but I hope you'll allow me some forbearance. It's fair to say that the office has been a little busy these last few months as...

This Is THE Week…

Kicking & Screaming buy Washington Heights film "If you want to feel rich, just count the things you have that money can't buy." - Unknown Yes, this is it. This week a couple things happen. 1) Monday is "Tax Freedom Day". I hate to start on this downer note, but...

What To Do When The Taxes Are Done, Per Your Favorite Louisville Tax Office

What a terrible week we suffered through as a nation last week. I'm still trying to process all of it, honestly, here in my Louisville tax office. Life does continue, however, and as such we're starting to catch our breath around here, after a busier-than-normal tax...

Here’s How Not to Worry About $

"There are people who make things happen, there are people who watch things happen, and there are people who wonder what happened. To be successful, you need to be a person who makes things happen." - Jim Lovell So there's been a bit of a flurry recently in the tax...

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!