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.

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...

Louisville Tax Preparation Service Shares Holiday Tax Moves for 2012 (“Before The Cliff” Series Part 2)

I'm not sure that it's possible for me to actually be saying this, but I am: I think I'm tired of turkey-stuffing sandwiches. (But check with me a couple hours from now.) In all seriousness, this week after Thanksgiving is the time when our preparation for the...

Louisville Tax Pro Discusses: Organizing Your Financial World Around a Child With Special Needs

There probably isn't much that a Louisville tax professional could add to the growing commentary on Colorado's most recent tragedy. And it wasn't even so much a tragedy in the classic sense -- more like an atrocity. Root cause analysis (Hollywood violence, lack of gun...

It’s About Halftime

"Time is free, but it's priceless. You can't own it, but you can use it. You can't keep it, but you can spend it. Once you've lost it you can never get it back." - Harvey Mackay I have an action item for you in a moment, but before I get there, allow me to...

Kevin Roberts On How Having a Tax Strategy Wins Out

As I'm writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And...

How to know the best time to buy…

"Create a definite plan for carrying out your desire, and begin at once, whether you're ready or not, to put it into action." - Napoleon Hill I hope your weekend was as good as mine! I'm not sure if it's that I have Seasonal Affective Disorder, or that I just love...

Failure To Plan

You have to see opportunity before you can seize it. - Greg Hickman Through the burger-soaked haze of my morning, I'm sitting down to write to you about something important. But before I get there and speaking of burgers, how WAS your weekend? I sure hope it was...

Last week to lower your tax bill?

"If it's never our fault, we can't take responsibility for it. If we can't take responsibility for it, we'll always be its victim." - Richard Bach I trust you're recovering from all the holiday sweets and family fun? My body might need a few weeks, probably! Last...

Effective Meetings Guidelines For Louisville Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Louisville business, and you need our help. Give us a call: (502)...

Kevin Roberts Exposes Common Myths About Estate Planning in 2015

I think there are two components to our shared reaction about the events in Paris on Friday. On one hand, we have the grief... Seeing those gruesome images, imagining the regular families whose lives have been forever upended ... it's all so immeasurably sad. And what...

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!