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.

Louisville Tax Preparer Highlights How Obamacare’s Tax Provisions Could Affect You

This is one of those weeks when I sit down at my computer here at my Louisville tax office to write to you and I think, "Where do I even begin?" Millions are without power, fires continue to rage in Colorado (though they finally seem to have calmed down), and, of...

Kevin Roberts’ Six Steps For Dealing With Errors On Your Credit Card Statements

I write these notes on Mondays, and as of today, we don't yet know what kind of drama (if any) will occur during the presidential debate set for tonight. But regardless of all the political posturing, we're all facing so much emotion these days. From the Terence...

Teaching Louisville Kids About Money

The basketball season is (finally?) over, and summer is officially here. For a "winter" sport, the NBA sure does hold on for a while ... but that Finals series sure was one for the ages, and what an emotional end for Lebron James and the city of Cleveland. Many...

Louisville Businesses Should Focus Less On Sales Pitch And More On Adding Value

This summer has been rough. Our culture seems to be fraying around the edges (if not worse), and even if you are successful at staying focused on what's most important for you, your family, and your business, it's difficult not to be troubled at some level by our...

“Your W2 Is Missing, And What You Should Do” Louisville Accountant Advises

"Until you make peace with who you are, you'll never be content with what you have." -Doris Mortman Anyway, tax season is really starting to heat up! Make sure that if you have any pressing questions about pulling your file together, that you send me a quick...

Louisville Tax Preparation Business Busts The Big Lie Told To College Grads (And Others)

Another summer is in the books here in the Louisville area, with Labor Day now officially behind us. Around here at Team Roberts, we're starting to prepare in earnest for Tax Season 2014, watching the IRS like a hawk (a couple of big moves last week -- about which...

Louisville Tax Professional On The Best Reasons To Give To Charity

The wonderful fall weekend here in Louisville was made a little more interesting for a tax professional / tax geek like me. Our little tax world was abuzz on Friday afternoon, after the release of Mitt Romney's 2011 tax return. He had filed for an extension, and his...

Developing An Employee Compensation Plan For Your Louisville Organization

As your Louisville business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today...

Kevin Roberts’ Four Good Reasons To Give, No Matter The Tax Deduction

I've finally discovered the real secret of these holidays. It is the one common thread through every faith this time of year, and it is one of the most unifying factors in our Western culture. Shopping. I say that with a good helping of eye-rolling. Whichever faith...

Re: A salve for all this chaos

If you've been paying attention to the news the last few weeks, it seems that we've been reeling a bit as a nation, and on the world stage. However, it looks like the Ebola mess may be a little more contained than was initially feared (though still very terrible). The...

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!