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

When Amending a Tax Return Is Right for Louisville Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Louisville friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

Roberts CPA Group COVID-19 Policy

Until further notice.This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still.Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice. We will continue to accept...

Four Key Steps For Effective Customer Care By Kevin Roberts

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Louisville businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

Kevin Roberts Reveals 2 More Of Your Money Mistakes In Plain Sight

First of all, there's this:http://www.usatoday.com/story/money/columnist/tompor/2014/09/21/susan-tompor-tax-refunds-will-be-cut-for-some-who-get-health-credits/15958211/ Health insurance is set to now become part of our tax preparation process. This is the opening...

You get the credit

"The income tax has made more liars out of the American people than golf has." -Will Rogers Your family's Personal Financial Guide is here, and we've got some bad news to start the week...as well as some good news for many from the past weekend. (Btw, I'm not...

2012 Numbers for Tax Preparation for Louisville TaxPayers

Memorial Day weekend often feels a little incongruous, don't you think? Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms. However, when you...

Trump’s Tax Returns Are Not The Real Story by Kevin Roberts

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

The Simple ‘Why’ For Louisville Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Taxes for the holidays?

"Attitudes are contagious. Are yours worth catching?" - Dennis Mannering I realize many of my clients have the holidays *on* the brain. And, even if they ARE able to focus this week ... well, implementation of my advice would be short-lived. Advice on this topic...

Clearing The Fog Of Common Mistakes

Derive happiness in oneself from a good day's work, from illuminating the fog that surrounds us. - Henri Matisse This is the time of year, during which we get to do exactly what Monsieur Matisse, up there, advises. We clear the fog of the (unnecessarily, in my...

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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