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.

A Louisville Tax Pro’s Guide To Common Sense Social Media Privacy

I don't know about you, but here at Team Roberts, we are all still recovering from the shock of Newtown this week at our Louisville tax preparation office. Our thoughts and prayers have stayed there, for sure. As for me, I'm continually having to resist the urge to...

2019 Tax Planning and Almost Completely True Facts About Kevin Roberts

Yes, here I am again -- and yes, I know the W-2's haven't arrived, and you might not have begun to really think about little ol' Kevin Roberts and your taxes yet. But today I want to offer you some reasons why ... well, you should.In fact, there are LOTS of good...

Thanks for nothing

"Be miserable. Or motivate yourself. Whatever has to be done, it's always your choice." - Wayne Dyer Alright, I don't really mean that. And it's not some gimmick to get you to read this blog post. No, as your family's Personal Financial Guide, I've got some words to...

Kevin Roberts’ Three Ways To Live Out Your Retirement Lifestyle In Advance

First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with...

Start the decade right

Be true to your work, your word, and your friend. - Henry David Thoreau Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. No more family (which might be a relief?), no more parties, no more presents. Just...daily...

THANK YOU

Wow, are we here at Team Roberts ever tired! Thanks to you, our Louisville tax preparation business has been hopping this year. Because of the delays in the IRS system this year, we have many clients going on extension (about which I wrote last week), and we will...

Audit-proof your life

"The past does not define you, the present does." - Jillian Michaels I hope your weekend went well--our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. If you've paid any attention, you probably heard about American,...

The TCJA And What It Means For Your Louisville Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

Marketing Tactics that Lead to Business Growth, by Kevin Roberts

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Kevin Roberts’ Four Tips On Building Wealth

Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in their bathing suits. Why do so many wait until it...

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!