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.

New (and Old) Tax Scams Taxpayers In Louisville Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

Some Light Notes for Hot Times…

"Look, I'm not the one with the problem, okay? It's the world that seems to have a problem with *me*! People take one look at me and go 'Aargh! Help! Run! A big stupid ugly ogre!' They judge me before they even know me." - Shrek The old email inbox has been "heating...

Kevin Roberts on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can...

Thanksgiving recovery begins now

"I was thinking one day and I realized that if I just had somebody behind me all the way to motivate me I could make a big difference. Nobody came along like that so I just became that person for myself." - Unknown Apparently, I ruffled some feathers last week with my...

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...

A salve for all this chaos

Israel and Palestine. The Ukraine and Russia. The mess at the border (and in Congress). Ebola. And in the middle of it all, we're all facing our own private fears, struggles and frustrations. So ... may I remind you of a few things? Roberts's Key Reminder #1: What you...

Five Common Retirement Strategy Mistakes We’ve Seen in Louisville

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Louisville clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this tax...

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 ......

Louisville Accountant On: “A Penny-Pinching Tax Professional’s Guide To Romance”

"You just can't beat the person who never gives up." -Babe Ruth What is it with the Giants and acrobatic catches? Five years ago, it was David Tyree ... and this year, Mario Manningham comes through with the game-changing catch on the Giants final drive....

Kevin Roberts’ Top 5 Ways to Confront Worries

First, I'd like to put out a little mini-fire that's been raging on the interwebs a little: No -- Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what's *actually* happened that it takes on a level of "truthiness"...

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!