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.

3+ Reasons Why Louisville Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Louisville office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

How Louisville Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Louisville people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

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...

Guarding Against Your Own Private Downgrade

"All mankind is divided into three classes: those that are immovable, those that are movable, and those that move." -Benjamin Franklin What a messy weekend. Heartbreaking news from Afghanistan, the S&P downgrade -- and now all of the resultant (and...

Kevin Roberts’ Two Financial Exercises To Strengthen Your Family Finances

All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an...

Kevin Roberts Identifies 5 Money Habits That Are Financially Crippling You

I appreciate the need for all of us to debate about where our local and national policies should be focused. As a tax professional, political decisions affect my work, and I do pay close attention. But in the wake of the shootings in Orlando, and the...

Spring cleaning for your mind

"While we may not be able to control all that happens to us, we can control what happens inside us." - Benjamin Franklin May Day! May Day! Alright--it's not a distress signal...it's more like the opportunity to enjoy the shift in seasons...the shift in what's possible...

Six Key Year-End Tax Moves That Louisville Folks Should Consider

Do you see that train barrelling towards the station? The one with "2018" all over it? This calendar year is about to change in under three weeks, and most people I know couldn't be happier about the fact.But what that means for our Louisville clients and friends here...

Louisville Tax Pro Discusses: Organizing Your Financial World Around a Child With Special Needs

There probably isn't much that a Louisville tax professional could add to the growing commentary on Colorado's most recent tragedy. And it wasn't even so much a tragedy in the classic sense -- more like an atrocity. Root cause analysis (Hollywood violence, lack of gun...

Best Louisville Tax Service Professional Explains Taking a Successful Person To Lunch

Say it with me now: Three weeks left in this election. If you watched any football over the beautiful Louisville weekend, you probably had the thought: "Gee, this football is fine and everything, but what I'm really wanting to see are some more political ads!" What,...

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!