For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. And sure, we've certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always...

Two Ways Towards Making Money In Marriage Harmonious For Louisville Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down.If you've been married, you know that there is a big difference between the "wedding show", and the real work of being married. One of the best pieces of advice I've seen for newlyweds is...

Effective Meetings Guidelines For Louisville Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Louisville business, and you need our help. Give us a call: (502)...

Last week to lower your tax bill?

"If it's never our fault, we can't take responsibility for it. If we can't take responsibility for it, we'll always be its victim." - Richard Bach I trust you're recovering from all the holiday sweets and family fun? My body might need a few weeks, probably! Last...

Kevin Roberts’ 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me -- this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it's not about the goals ......

A Credit Freeze How-To, and Why Kevin Roberts Recommends It Now

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

Kevin Roberts’ Three Simple Steps For Better Information Security Management

Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even...

Louisville Tax Preparer On: Tax Extensions, Demystified

It's the final full week of tax season, and our Louisville tax preparation office is hopping! I'm still taking 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 team is...

“Loopholes” Are My Job

"The measure of a man's real character is what he would do if he knew he would never be found out." - Thomas B. Macaulay download The Talented Mr. Ripley We start this week with a big announcement from President Obama about how he is seeking to close "tax loopholes"....

2018 Tax Reform Update And A Holiday Prayer from Kevin

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

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!