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.

Kevin Roberts’ Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

You get the credit

"The income tax has made more liars out of the American people than golf has." -Will Rogers Your family's Personal Financial Guide is here, and we've got some bad news to start the week...as well as some good news for many from the past weekend. (Btw, I'm not...

Kevin Roberts’ 4 Keys For How To Gain Financial Independence

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Louisville clients, a weight of cultural fissure and confusion. More and more think pieces are...

In A Sandwich?

"Do not wait; the time will never be 'just right.' Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along." - George Herbert If you take a broad view of our culture over the last 50...

Buy Now Pay Later Pitfalls Louisville Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

Third Stimulus Package Update For All Louisville Taxpayers

Despite what you might think, being a tax accountant is NEVER boring.We have all kinds of fun amusements that keep us going.We play little games like: "Guess The New Tax Law That Will Change Returns That Have Already Been Filed" -- catchy title, I know, and we get to...

The Japan Disaster And You

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes It's deja vu all over again, with another massive earthquake coming during tax time this year. Last year, it was Haiti ... this year, of...

Read This Before Trusting Your Tax Filing To A Louisville Tax Professional

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 confusing mess right now

"While we may not be able to control all that happens to us, we can control what happens inside us." - Benjamin Franklin How was your long weekend? Nice to have that kind of family time, eh? And, of course, it's sobering on this weekend to remember the sacrifice our...

Re: Guarding Against Your Own Private Downgrade

"No one is in control of your happiness but you; therefore, you have the power to change anything about yourself or your life that you want to change." - Barbara de Angelis Last week, we were all reeling a little from the S&P downgrade and all of the...

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!