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.

“A Tax Hike for You?” Louisville Metro Accountant Advises

"Fresh activity is the only means of overcoming adversity." - Goethe Monday morning, we all woke up to a new deficit-reduction plan from the White House: raise taxes. (Story here:...

5 Tips on How to Become Wealthy in Louisville

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Louisville clients. Because something that is a commonality among...

“Our Clients Are Afflicted With Madness” Says Louisville Accountant

Our clients here in Louisville are afflicted with "March Madness", along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn't one which my Louisville tax preparation staff and I get much chance to participate in. We're too...

Kevin Roberts Uncovers A Case of Misplaced Trust

Now is around the time when things begin to really crank for us around here. It's the week which the IRS is opening up actual e-filing (as of Tuesday, the 20th), and many people have received all of their paperwork necessary for completing their returns. But there's...

Roberts’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...

A Trusted Louisville Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course ... Thanksgiving.Sorry to poke my accountant's green shades into all...

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...

Roberts’ Guide To Keeping Financial Records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it...

Common Sense Taxpayer Information Security for Roberts CPA Group Clients

We're gearing up for tax season around here, already beginning to help certain Louisville clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have...

Are You Working Without A Net?

"Then give to the world the best you have, and the best will come back to you." - Madeline Bridges Before I get to what I wrote this week, I wanted you to know that there are a few important "announcements", following my Note, which affect your tax...

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!