For Small Businesses

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, professionalism, and attention to detail make our business services second-to-none. As a Licensed CPA team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short and long-term strategies for growth and profitability.

Whether you need help starting a business, cleaning up your books, setting up QuickBooks, business coaching, payroll services, or other strategic consulting, we can help you.

Small Business Services

A Step-by-Step Guide to Business Loans

Ever feel like the whole world is taking a summer vacation except you?That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up...

“My Holiday Prayer” Louisville Accountant Explains

"People travel to wonder at the height of the mountains, at the huge waves of the seas, at the long course of the rivers, at the vast compass of the ocean, at the circular motion of the stars, and yet they pass by themselves without wondering." -St. Augustine It seems...

Could this be why you’re living month-to-month?

"Our life is frittered away by detail. Simplify, simplify." - Henry David Thoreau This week, I thought I'd reach for something, put on my "coach" hat, and do what I can to inspire you into greater financial prosperity. Simple Reasons For Being Broke As I mentioned,...

Roberts’s Private Foundations as Giving Strategies

Things have certainly picked up for us here at Roberts CPA Group … we can already tell that we will be quite busy from now until April .Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re...

Understanding Your Louisville Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

How Comprehensive Travel Insurance Can Help Louisville Families Avoid Vacation Nightmares

First off, a quick reminder that estimated taxes for the second quarter are due June 15th. This one always feels as if it came a little quick (2 months instead of the normal 3), so if this applies to you, you'll want to make sure you have that all set up in time....

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...

Kevin Roberts on Year End Tax Strategies

I'm going to go further than I did last week and offer you some tangible things you can do NOW.And look ... probably taxes aren’t the first thing on your mind now that the holiday lights are flickering. After all, it’s a happy season for every Louisville resident,...

New (and Old) Tax Scams Taxpayers In Louisville Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

A Louisville Tax Pro’s Guide To Common Sense Social Media Privacy

I don't know about you, but here at Team Roberts, we are all still recovering from the shock of Newtown this week at our Louisville tax preparation office. Our thoughts and prayers have stayed there, for sure. As for me, I'm continually having to resist the urge to...

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!

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