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.

Could There Be a Mistake? We Can Fix It.

"If you don't like the road you're walking, start paving another one." - Dolly Parton As I write this on Monday morning, we're all pretty distracted by the news of the capture and death of Osama bin Laden. It's a bipartisan moment of gratification -- even if...

5 Next Steps for Tax Return Review

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

Don’t go it alone

"There are generations yet unborn, whose very lives will be shifted and shaped by the moves you make and the actions you take." - Andy Andrews How did the first week of the decade go for you? How are you feeling ... financially? As I wrote last week, the start of the...

A Guardian Plan For The Unexpected by Kevin Roberts

This is the week the real work begins. The IRS started electronically accepting returns on Monday (the 27th), and our offices have already been hopping.As I've mentioned before, it's a GREAT idea, this year of all years, to get a jump on your taxes. I won't rehash all...

Kevin Roberts Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: ... Yes, you read that right. Despite what may seem like a fundamental shift in the...

Louisville Tax Preparation Business Busts The Big Lie Told To College Grads (And Others)

Another summer is in the books here in the Louisville area, with Labor Day now officially behind us. Around here at Team Roberts, we're starting to prepare in earnest for Tax Season 2014, watching the IRS like a hawk (a couple of big moves last week -- about which...

Roberts CPA Group COVID-19 Policy

Until further notice.This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still.Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice. We will continue to accept...

3 More Reasons Why More Louisville Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Louisville who trust us with their most sensitive financial details -- and we don't take that...

A Friendly Tip (Not About Taxes)

"It is well to give when asked, but it is better to give unasked." - Kahlil Gibran Last Monday, there was a certain holiday to attend to, and it's pretty easy to let things sort of slide on by after that point. But here's my advice for you: Don't stop there....

It’s Madness Out There! …

The important work of moving the world forward does not wait to be done by perfect men. - George Eliot ...well, "March Madness", that is! Churchill: The Hollywood Years ipod Unfortunately, this little national hoops holiday isn't one which my staff and I get much...

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!