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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.

Best Louisville Tax Service Professional Explains Taking a Successful Person To Lunch

Say it with me now: Three weeks left in this election. If you watched any football over the beautiful Louisville weekend, you probably had the thought: "Gee, this football is fine and everything, but what I'm really wanting to see are some more political ads!" What,...

Encouragement–and advice from ‘Dad’

"Life is 10% what happens to us and 90% how we react to it." - Dennis P. Kimbro How was Father's Day around your house? Did Dad feel special? Well, I've got some advice from MY Dad here, in a moment--but before I get there, a couple things: First, thanks for your...

Washington Really is a Different Kind of Town

"If it's not something you can decide about, if it's not something you can avoid, then all you can do is worry. And what's the point of that?" -Seth Godin There are just some stories where nobody comes out looking good -- and this "debt ceiling"...

Kevin Roberts On Caring For Two Generations

Many things have changed, even just around here in the Louisville area. Time was, families were used to be dealing with elderly parents, young children ... and everything in between, all in one house! This is less common now, and as a result, many Louisville families...

My analysis of your next year

"You will get all you want in life if you help enough other people get what they want." - Zig Ziglar Our political landscape is very different this week. And it *does* have implications for your wallet (I believe). I mentioned last week that I'd keep my powder dry, so...

Kevin Roberts on Why the DIY Ethic Can Hold Us Back

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of...

Achieve Financial Independence in Louisville by Outsourcing

If you pay close attention to the news media (which I don't advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...

Kevin Roberts’ List of What Else Is Due On April 18th

It's "go time" around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We've...

The Coronavirus Impact On Business Around Louisville

I want to check in with you, because these are obviously unprecedented times for ALL of us.How are things going for your business right now? Shoot me back an email through the email button at the top of the page and let me know.(I should say from the outset that I'm...

Kevin Roberts Identifies 5 Money Habits That Are Financially Crippling You

I appreciate the need for all of us to debate about where our local and national policies should be focused. As a tax professional, political decisions affect my work, and I do pay close attention. But in the wake of the shootings in Orlando, and 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!