Listen, I know how hard it is to move from one tax professional to another.

Which is why I would like to take a minute here to address YOU, if you are someone who hasn’t yet made the decision to use our services.

After all, we’ve helped many Louisville taxpayers “make the switch” over to us for tax filing, year after year. And I know that you’ve probably established a rhythm with your current provider (even if it’s not a “good” rhythm), and that you could dread the prospect of having to “teach” a new tax accountant about your finances and goals.

Which is why this strategy note would be for you. (And if you’re already using us for tax filing, then you can safely ignore this particular message, and skip to the end where I do have a short request for current clients.)

Many people are pulling together their paperwork to deliver to their preparer these next couple weeks (the IRS tells us that overall tax filings are WAY down compared to years past)… and before you do that with your existing preparer, I’d like to give you a reason to try us out.

I’d rather not “bad mouth” other tax accountants in the Louisville area, but suffice to say that we’ve had to do our share of re-doing other tax accountants’ work. In some cases, we’ve recovered significant sums during an amendment process by reviewing an old return (from the last 3 years), and taking advantage of ethical and legal tax credits and deductions that other accountants don’t utilize.

Current clients:
to help earn the trust of others as we grow our client base, 
we have one request of you…

Well, perhaps two.

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!

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

If you haven’t filed your taxes with us before…

Find us on that platform to read about other client experiences in the past. The proof is in the internet-review-pudding. We’d love for you to be next in line.

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 old tax return (or even this year’s) to make sure that everything was done right for them. They can call us anytime at (502) 426-0000 and mention you referred them. We’re excited to hear from some of your Louisville friends and family.

We can’t wait to take a look at what we can do for your return … it is, after all, what we do best.



Kevin Roberts

(502) 426-0000

Roberts CPA Group