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’ Small Business Cash Flow Controls

... cash flow.Shoot, this is even true for any nonprofit of any kind of substance.And yes, my meticulous accountant's brain is kicked into high gear in this response, but you need somebody in your corner who is thinking about these things, or your Louisville business...

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...

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...

Is now the time to ‘go gold’?

This is the beginning of a new day. You have been given this day to use as you will. You can waste it or use it for good. What you do today is important because you are exchanging a day of your life for it. When tomorrow comes, this day will be gone forever; in its...

2013 Mid-Year Tax Moves For Louisville Families

I hope your Independence weekend was glorious -- whether you're here in the Louisville area, or outside. From the fireworks, to the extra-long weekend for many (even your trusty Louisville tax business), this was a great little interregnum from "regular" life, wasn't...

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Kevin Roberts

I'm still emotionally adjusting to the fact that we just went through 4th of July weekend ... and "tax season" is STILL GOING.I'm thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...

Kevin Roberts’ 4 Tips To Start Planning For Your Financial Goals In 2016

I woke up Monday morning, after the wonderful holiday weekend ... and I had a realization: there are only THREE days left in 2015. Obvious, yes ... but it carries implications for your wallet, if you are wise with these days. The VERY good news is that we've been able...

Play a bigger game

"So many fail because they don't get started -- they don't go.  They don't overcome inertia.  They don't begin." - W. Clement Stone If it's not one thing, it's your mother... And I hope you did what you could to make her feel special this weekend. Or, if she's no...

How to thrive now

It is hard to fail, but it is worse never to have tried to succeed. -Theodore Roosevelt It really is the "dog days" of summer these days--temperatures pretty sweltering all over the place! We have clients spread around the country, so we keep getting reports of...

Kevin Roberts’ Keys For Empowering Your Employees For Advancement

You can either train your Louisville employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you) brainstorm...

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!