Years of tax experience, working for you and your family
Our team provides individual tax services and accounting support and tax services to Louisville area professional service firms and medical professionals.
For small businesses our team’s focus is on accounting/bookkeeping, Quickbooks services, payroll, new business formation “Part Time CFO” Services (Membership Retainer Plans), CashFlow Management and many other small business services.
For individuals we provide college financial planning services, estate planning, and much more… Give us a call today for your tax needs!
We’re happy to answer any questions you have, and we’d love for you to come in and meet our team! Looking forward to working with you soon.
LET US HELP:
I hope you’ll forgive me for being blunt.
I am Kevin Roberts, I’m a CPA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
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!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately. Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Louisville Area.” Talk again soon, Kevin Roberts, CPA
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (502) 426-0000 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
Kevin Roberts, CPA
What our Clients are saying
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I remember reaching the end of 2020 ... it seemed as if all of us were breathing a huge collective sigh of relief.And then ... more chaos.Is it wrong to hope that 2022 will turn out better? Hard to say ... but I do know that what I DON'T want to do is retreat into...