We can’t electronically submit tax returns to the IRS until Friday, February 12. Nobody can.

But that doesn’t mean we can’t help you get started. In fact, we’re already in process with a few Louisville clients, and more and more are contacting us every day.

 

If you want to get a jump on things, get questions answered, and help us get your process started smoothly — here’s where you can reach us:
502-426-0000

All of this is to say … it’s about to get real here at Team Roberts CPA Group.

You’ll notice I have already mentioned the importance of filing early. Not procrastinating. Not putting this thing off…

Getting after it. Now. All Louisville taxpayers, please heed this suggestion.

2020 taught us to expect the unexpected, and my prediction is that those who don’t dally will have optimal results from their process.

So, in light of all of this, I have a favor to ask of you for THIS WEEK, but before I get to it … a word:

I want you to play the tape forward.

It’s the day before Tax Day, April 14th, and other taxpayers around you are scrambling. My phone will be going wild of course, my calendar overflowing and my inbox exploding … but I’ll take pleasure knowing you’re enjoying the space that our services provide for you — sipping on something delicious and enjoying the turn of Spring.

How good will it feel to know you took care of business a month or two before? (Keep me in your thoughts when that time comes, please.)

This is why we’re here. To help YOU process tax season. No matter what happened during the donkey that was “2020” … we’re going to ensure that your taxes are as locked tight, cost-efficient and SAVINGS-OPTIMIZED for you as legally and ethically possible.

We truly can’t express enough how grateful we are for your trust in us. We don’t take that lightly.

Now, to help earn the trust of others as we grow our Louisville client base, we have one request of you…

(Well, perhaps two.)

If you have filed your taxes with us before, would you:

A) Write about how our team has helped you in the past? You can find us on Google, and we’d love to have your feedback.
Make us smile with a review on Google

(And if for some reason you weren’t satisfied with our service, please write me back personally. I will do everything within my power to make it right, and will make it a priority, even this week.)

THANK YOU. This will be a tremendous help to us.

And second …

B) Would you forward this note to anyone you think would benefit from help with their taxes? Especially if it’s someone you think would prefer to file with a personable touch.

You can let him or her know we are willing to review their 2019 (and ’18, and ’17) tax return to make sure that everything was done right for them. They can reach us here:

502-426-0000

…and have them mention that you referred them. We’re excited to hear from some of your Louisville friends and family.

So again…

Fast forward to a month or two from now, when you’ll be relaxing, knowing that TODAY you took the steps toward financial responsibility for the good of you or your family, that you saved money on your taxes, and (perhaps even better) that you didn’t have to deal with the dirty tax details. At the end of the day … that’s our job.

Lucky for you, we happen to love it. 🙂

With gratitude…

Warmly,

Kevin Roberts
(502) 426-0000