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.

A Louisville Tax Professional Examines The Presidential Tax Returns

In preparation for the political convention season, this Louisville tax professional was scattershooting around the tax and political world, today -- and wow, did I ever hit paydirt! (By the way, speaking of conventions -- this Isaac storm looks like it could really...

Smart Louisville Employers Are Rewarding These Four Traits In Their Employees

There was some large-ish news last week about some of the top corporate leaders in the world, and a new focus from influential CEOs (including from Walmart, Apple, Pepsi, and others) that "they must also invest in their employees, protect the environment and deal...

Start The Estate Planning Process During Tax Season by Kevin Roberts

We are rocking and rolling through tax season these days at Ye Olde Roberts Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct '16 - Jan...

Implement Kevin Roberts’ Tax Planning Strategy To Pay Less On Taxes This Year

It's true -- there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much.However, since YOU have chosen to invest yourself in our services (or at one point...

2013 Mid-Year Tax Moves For Louisville Families

I hope your Independence weekend was glorious -- whether you're here in the Louisville area, or outside. From the fireworks, to the extra-long weekend for many (even your trusty Louisville tax business), this was a great little interregnum from "regular" life, wasn't...

Seven Free Tips For Identity Theft Protection For Louisville Individuals & Families

With the recent bombings in New York and New Jersey, the nation seems (once again) to be on edge, and the news channels are (once again) analyzing non-stop the ramifications of it all, what should have been done, what could be done, etc. Fear can run rampant within us...

Roberts’ 5 Steps To Affect Your Credit Score

Look, I don't know what a Pokemon is, but with the kind of summer that our nation and world has been having, I suppose I can understand the appeal of plugging into an alternate reality and hunting weird, imaginary creatures. With Baton Rouge (once again) in the...

Roberts’ Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in...

Kevin Roberts’ Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017 (well almost!), and can finally place our gaze SQUARELY at what's ahead.Which is a funny thing to say, because, well ... for too many of our clients, we are continuously looking backwards -- simply because they...

Kevin Roberts’ 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me -- this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it's not about the goals ......

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!