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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.

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’ New Year’s Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just ... daily life in Louisville. And, in my opinion, this coming week is actually...

All People Are Tax People by Kevin Roberts

... except, well ... when they aren't. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or ... I could go on, but you get the point.The Super Bowl is behind us (congrats...

The Trump Shutdown Is Over And Tax Filing Season Has Begun For Louisville Taxpayers

Politics aside, I think we can all breathe just a little easier knowing that the federal government is no longer in shutdown mode.And on top of that, this morning, as I write, the IRS has begun accepting filed tax returns. Which means, well ... it's about to get...

“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...

Focus Training For Folks In Louisville

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

This List Will Help You

"A daily routine built on good habits and disciplines separates the most successful among us from everyone else." - Darren Hardy Last week I wrote about financial resolutions -- and, well, John Tierney of the New York Times must be a reader! The columnist...

Kevin Roberts’ Five Ideas For Establishing A Side Hustle

A couple things need to be said before I get into the meat of what I'm writing today. Firstly, our thoughts and prayers are with the residents of Louisiana and the Gulf Coast who withstood 7 trillion gallons of rain in just one week, and this disaster is shaping up to...

Kevin Roberts’ To-Do List If You Can’t Pay All Your Taxes

Some of our Louisville clients are STILL pulling their paperwork -- which is understandable during this donkey of a year, and with all of the new complications.But sadly, ye olde IRS isn't extending any payment grace in a couple weeks. (I say "sadly", but here at Team...

Taxes & Timeshare Points: A Guide for Louisville Timeshare Owners

Labor day rushes up on me every year. There's a corporate tax deadline on the 15th of September to keep me busy and focused (not to mention estimated taxes for June 3 through August 31 are also due on the 15th) ... but the truth of the matter is that the beginning of...

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!