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.

One Trump Tax Plan Mistake That Kevin Roberts Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

A Family Budget Plan By Kevin Roberts

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to...

Are things looking up?

"The past does not define you, the present does." - Jillian Michaels Phew! I'm feeling rested this week--how about you? Sure was nice to wake up Sunday morning with an "extra" hour of sleep, thanks to Daylight Savings--well, Daylight "Losings" in this case. And I've...

One Significant Habit Of The Wealthy In Louisville — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way.Or something.I don't blame you if you tune out from politics -- and I also don't blame you if you find yourself jumping more intentionally into the fray....

Kevin Roberts’ Rule From The Successful

I have to first get this off my chest, before we get to the orders of business for today. A Louisville friend who was watching football the other day asked me about a commercial he saw from a "popular" tax chain (who shall remain nameless) that is heavily advertising...

A Trusted Louisville Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course ... Thanksgiving.Sorry to poke my accountant's green shades into all...

What Rising Mortgage Loan Rates Mean for Louisville Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:502-426-0000 If you’ve comfortably waited around at home thinking you have plenty of time to...

Well-Publicized Mistakes, And Going Alone

The important work of moving the world forward does not wait to be done by perfect men. - George Eliot This week after the Super Bowl is leaving football fans at a bit of a loss. But an interesting fact about our winning Green Bay Packers: They're the only...

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...

The New Congress and Your Louisville Business

This time of year means big things for Louisville businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season, but...

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!