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.

Kevin Roberts’ Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check.But you're still not getting ahead.Well, sometimes, it's the unchallenged, mental...

4 Very Common Mistakes Louisville Investors Should Avoid When Opening An IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you're bound to work at cross purposes with yourself. There's the Republican health care bill, and the current version of...

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Louisville Families

I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...

Kevin Roberts’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago ... everything in the restaurant/market is running smoothly -- chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are...

Louisville Metro Accountant Writes On: “The Fashionable Trend Towards Renting (Not Buying)”

"There is no medicine like hope, no incentive so great and no tonic so powerful as expectation of something tomorrow." - O.S. Marden Earthquakes, hurricanes, and ... homeownership? Well, the first two have left us in a mixture of annoyance, grief (there has been real...

Happy Thanksgiving 2019 from Roberts CPA Group to your family

Imagine ...You are ripped from your childhood home while young and trafficked across the ocean to a country where you don't speak the language. You are sold to practitioners of a religion that you don't understand, and there is no apparent possibility of...

Kevin Roberts’ Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many Louisville clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help people...

Kevin Roberts’ Tax Savings Strategies Stop Loaning The Government Your Money

The government doesn't need a loan from you... that's what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 --...

A Note on the Coronavirus for Louisville Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...

Roberts’ Top 5 Tips for Smart Spending

We're officially into the season that we get really and truly busy. Even with the extended tax deadline of April 18th this year, I know that some of our clients are still gathering their paperwork for their taxes -- and I wanted to say: many happy returns to you in...

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!