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.

Roberts’ Key Reminders & Tax Savings During Troubling Times

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been "blessed" with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed,...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

Three Guidelines for Developing a Successful Referral Network For Your Louisville Business

I've noticed something over the years about particular business people.Scratch beneath the seemingly successful exterior, and there is something very ... small about them. They are always looking for that edge over other people, and are continually in "take" mode.And...

An easy add-on to your tax preparation process

"As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them." - John Fitzgerald Kennedy As I wrote a couple weeks ago, the start of the year is pretty important, in my opinion. And the LAST thing you need...

Roberts On Real World College Expenses

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG ... ... As of July, 6.9 million Americans with student loans hadn't sent a payment to the government in at least 360 days, quarterly data from the Education...

Kevin Roberts’ 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

A Heartfelt Thank You To Our Louisville Tax Preparation Clients

The loudest thing I want you to hear from this post is this: THANK YOU for your trust, Louisville. Our primary work for this tax season has just about wrapped up. But notice I said "primary", there ... you see, unlike some tax professionals, we make it a point to do a...

Don’t miss your chance on these…

Thoughts lead on to purposes; purposes go forth in action; actions form habits; habits decide character; and character fixes our destiny. - Tyron Edwards How was your long weekend? Hey--whatever your opinion about labor unions, I think we all appreciate an extra "day...

Roberts’s Tax Time Checklist (Again)

In early January, I sent a "checklist" email to our Louisville tax preparation business list (and if you're not receiving our weekly emails, you really should fill out the quick form here on this page to receive a copy of one of our free reports -- we'll add you to...

Getaways done right

We either make ourselves miserable, or we make ourselves strong. The amount of work is the same. -Carlos Castaneda Summer is here!...to the vacationing. Maybe you're on one now (makes sense, this time of year!) or you'll be heading on one soon. And you KNOW I'm "all...

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!