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

Business Cash Advance: A Loan Alternative for Louisville Businesses

This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...

Buying a House in Louisville During this Housing Shortage

Buying a house in Louisville right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the spring...

Louisville Tax Office Explains What’s Actually Being Extended

I've been saving up all kinds of wise financial and personal strategies to share with you straight from "Louisville Tax Preparer Central", but I hope you'll allow me some forbearance. It's fair to say that the office has been a little busy these last few months as...

2018 Tax Extensions and Payment Options for Louisville Taxpayers

Yep. This is the final week, and the personal filing deadline (April 15th) is *so* close.It's officially the final week of tax season -- and we are working our tails off for you and our other Louisville clients.But I'm still taking the time to step away for a moment...

“Our Clients Are Afflicted With Madness” Says Louisville Accountant

Our clients here in Louisville are afflicted with "March Madness", along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn't one which my Louisville tax preparation staff and I get much chance to participate in. We're too...

Kevin Roberts’ Six Tips On Money Happiness & The Science Of Spending

How was your long weekend? Look -- whatever your opinion about labor unions, I think we all appreciate an extra "day off" now and then (though, as with many Louisville business owners, my "day off" wasn't exactly just burgers and the pool ... we're working hard on...

Thoughts During Our Final Week

The ability to concentrate and to use your time well is everything if you want to succeed in business--or almost anywhere else for that matter. - Lee Iacocca I'm writing this on Monday morning, the 11th, and our offices are buzzing! Next Monday will be no different --...

Louisville Tax Expert, Kevin Roberts, on How To Be a Great Roberts Tax Client

Well, it's hard to believe but we're just about at the halfway point to our "tax season". And I should tell you -- it's been fairly messy, on the IRS side. Certain specific tax forms are still (!) not available, many refunds are being significantly delayed, there are...

Congress didn’t help you (tax armageddon coming)

If someone is going down the wrong road, he doesn't need motivation to speed him up. What he needs is education to turn him around. - Jim Rohn Well, I was holding out hope for ALL of us (my clients, myself, and, even, Congress) that we would see some action on Capitol...

The Advantage a C Corporation Holds for Louisville Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

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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