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.

Kevin Roberts’ Prayer For The Holidays

I'm writing this on Monday morning, the 22nd, and many of our clients and friends are getting ready for a week of family and merriment, with a dash of stress thrown in. Perhaps especially this year, it's clear that while the holidays are a time of joy for many, they...

What To Do With An Inheritance (Or A Large Refund): 5 Tips From Kevin Roberts

Even though all the news media are telling us how HARD things are out there, there are still regular people who are quietly but quickly moving forward with their financial goals. And, sometimes, they get a little help. (For instance, you know someone who is NOT...

So grateful for you …

Part of me can't believe that I'm taking the time to write this, here on Monday morning the 14th (the day before the filing deadline for taxpayers and for we Louisville tax professionals!). But I also know if I don't do it now, this tax season having been so full ......

Teaching Louisville Kids About Money

The basketball season is (finally?) over, and summer is officially here. For a "winter" sport, the NBA sure does hold on for a while ... but that Finals series sure was one for the ages, and what an emotional end for Lebron James and the city of Cleveland. Many...

Kevin Roberts’ Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my Louisville clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to teach...

Kevin Roberts’ End Of 2015 Tax Tips

Well, communication and requests are now coming across my desk in a way that we haven't seen for a few months, but I've come to expect it for this time of the year. We are in our intense "preparatory" stage for tax season AND so are our (smarter) clients. I absolutely...

Louisville Tax Expert Makes A Case For Five Reasons To Give, No Matter The Tax Rates

I'm once again spending my morning here in my Louisville tax office scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season (thanks for all the recent referrals -- keep 'em coming!) AND navigating the perils...

Kevin Roberts’ Eight Reasons For Having an Estate Plan

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation's founding. (Speaking of...

Thanksgiving recovery begins now

"I was thinking one day and I realized that if I just had somebody behind me all the way to motivate me I could make a big difference. Nobody came along like that so I just became that person for myself." - Unknown Apparently, I ruffled some feathers last week with my...

Estate Planning “Lessons” from Tony Soprano and From Your Friendly Louisville Tax Service

The world certainly doesn't seem to slow down -- both here in the Louisville area, and beyond -- does it? And now that the whole world doesn't get to distract itself with the Trayvon Martin / George Zimmerman murder trial, there will certainly be a new thing to...

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!