Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

How To Ensure Louisville Families Are Prepared For Chaos

Summer is nearing an end, but this has been no ordinary summer.Everywhere, parents are scrambling in the most unusual "back to school" season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are...

How Louisville Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Louisville tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Roberts CPA Group, and not just because of tax...

All This Debt Can Get You Down…What To Do?

"For beautiful eyes, look for the good in others; for beautiful lips, speak only words of kindness; and for poise, walk with the knowledge that you are never alone." - Audrey Hepburn Well there's potentially depressing news all over the place these days. The loss of...

Kevin Roberts’s Reasons To Give Money Away, With or Without a Tax Deduction

Right now, a little knowledge is trickling into the wider tax professional community, but it's something we've known around here at Team Roberts for quite some time: Properly planning and managing a Louisville tax preparation client's reported Adjusted Gross Income...

Louisville Tax Preparation Service Shares Holiday Tax Moves for 2012 (“Before The Cliff” Series Part 2)

I'm not sure that it's possible for me to actually be saying this, but I am: I think I'm tired of turkey-stuffing sandwiches. (But check with me a couple hours from now.) In all seriousness, this week after Thanksgiving is the time when our preparation for the...

Louisville Metro Accountant Writes On: “The Fashionable Trend Towards Renting (Not Buying)”

"There is no medicine like hope, no incentive so great and no tonic so powerful as expectation of something tomorrow." - O.S. Marden Earthquakes, hurricanes, and ... homeownership? Well, the first two have left us in a mixture of annoyance, grief (there has been real...

Four Ways the IRS Reform Bill Helps Louisville Taxpayers Like You (and Me)

Believe it or not, 2019 is almost halfway over (!). We're through the summer solstice, the days get shorter from here on out, and here at Team Roberts CPA Group we begin to turn our eyes more directly at 2020.We're pretty thrilled by the opportunity, because it means...

A Great Retirement Planning and Portfolio Tip for Our Louisville Friends

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in Louisville, daydreams like these become more frequent while contemplating retirement (not just surviving the...

Facebook for thieves?

A creative man is motivated by the desire to achieve, not by the desire to beat others. - Ayn Rand This fall is already shaping up to be one of our busiest ever. We've had clients calling us in a panic because of all of the media clamor over rising tax rates on...

Kevin Roberts’ Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days.But even more apparently, the tax deadline is three weeks away.Politics? As the young people say, ain't nobody got time for that.But you know what we DO have time for? Saving you a boatload on your taxes,...

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!

Learn More