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.

Do Identity Theft Protection Plans Work? Kevin Roberts’s Tips for Louisville Friends

An identity is stolen every two seconds in this country.Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know in Louisville have fallen victim to identity theft.It’s the #1 type of complaint received by the...

Smart Money CPA LLC’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

1099-K Reporting Requirements: Clearing Up Confusion for Louisville Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...

Your Louisville Side Hustle & the IRS Crackdown

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

How Louisville Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

Tax and Financial Advice For Louisville Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

When Your Louisville Business Might Need a Valuation

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation.Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...

Five Productivity Tips for Louisville Busy Bodies

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

Nine Crucial Questions To Prepare Louisville Taxpayers For Their 2020 Taxes

First some important reminders for all Louisville taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or...

Roberts’ Top 10 Tax Document Checklist (Again)

A little while back, the IRS released a study which showed that the average time it takes ALL taxpayers to do their taxes is a total of 18 hours. The number is even higher if you don't just use the 1040EZ form. Seeing that figure once again reminded me of the service...

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!