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 confusing mess right now

"While we may not be able to control all that happens to us, we can control what happens inside us." - Benjamin Franklin How was your long weekend? Nice to have that kind of family time, eh? And, of course, it's sobering on this weekend to remember the sacrifice our...

Roberts’ 6 Ways to Climb Out of Your Credit Card Debt

So, last week I wrote you about your holiday spending, and making sure that you don't find yourself caught up in all the merchandising and hooha -- specifically of the retail variety. (Let's ALL get caught up in the transcendent beauty of the season, shall we?) And it...

4 Very Common Mistakes Louisville Investors Should Avoid When Opening An IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you're bound to work at cross purposes with yourself. There's the Republican health care bill, and the current version of...

Roberts’ 2015 Tax Time Document Chase List

What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument -- all of these things have been roiling through the last week, as we've watched. I'm sure you felt similar. And, well, life has a...

Roberts’ Simple, 4-Step Plan For Organizing Your Financial Records

The events in Charleston last week have left all of us -- once again -- searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family...

Louisville Accountant Discusses “Freedom From Taxes”

It's the final week of tax season, and our office here in Louisville is hopping! Which isn't to say that I don't have the time to step away for a moment and write to you, my friend (if you have all your papers in, and are waiting for our completion -- fear not! My...

Haitian blues

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes I've been deeply affected by what happened in Haiti last week. It's shocking, painful and the worst part of it all is how uncertain that...

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’ Three Tax Updates To Know Right Now

There is a bit of a flood of recent tax-related news that I'd normally dispense with in the opening remarks of my Note here ... but it's weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the...

Understanding Your Louisville Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

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!