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.

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...

New FinCEN Reporting Requirements for Louisville Businesses (Part 2)

Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...

Putting Your Money Where Your Heart Is

"Where your treasure is, there your heart will be also." - Luke 12:34 I'm in a bit of a contemplative mood as I write, this morning. After a restful weekend with friends and family ... being out and about, listening to the radio and watching some TV, I'm...

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...

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...

Tax Documentation Louisville Filers Should Keep and Why

Yes, it’s true, Louisville friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or...

Have You Been Thinking Too Small For Your Louisville Business In 2019?

Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...

Why You Should Consider Giving Away Your Tax Refund by Kevin Roberts

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to...

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. And sure, we've certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always...

Make these moves now

The world of achievement has always belonged to the optimist. - Harold Wilkins Some weeks are harder than others. That's why I make it a point every week to sit down and write to you--to lift your eyes, to remind you of what's possible...and, in the doing, it does...

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