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.

Children, Finances And Louisville’s Consumerism Culture

I've recently witnessed some child tantrums in the checkout line. You know how it goes ... many people looking away, some looking on with scowls of judgment and a few kind souls giving smiles and words of encouragement. Parenting is no walk in the park. Many parents...

Key Tips For Louisville Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

Louisville Metro Accountant Reports On: “Financial Mistakes Hardly Anyone Talks About”

"The men who succeed are the efficient few. They are the few who have the ambition and will power to develop themselves." - Robert Burton In the course of our daily work around here, we not only work with numbers a LOT ... but we also get a regular course on...

Louisville Accountant Just Making Sure You Won’t Get Audited

I haven't been paying too close attention (we have been a little busy around here!), but I was sent this priceless little nugget about the Republican primaries recently... You see, Rick Santorum recently released his tax returns. They're nothing special, he's doing...

Thanks for nothing

"Be miserable. Or motivate yourself. Whatever has to be done, it's always your choice." - Wayne Dyer Alright, I don't really mean that. And it's not some gimmick to get you to read this blog post. No, as your family's Personal Financial Guide, I've got some words to...

The Simple ‘Why’ For Louisville Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Where to find more sources of income

It's always too soon to quit. - Norman Vincent Peale No, the recession isn't over. Yes, there is good news out there--and I LOVE sharing good news with my clients and friends, but over the weekend, I was reminded again about how often we can just *grasp* at every item...

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...

Four Great Summer Tax Moves For Folks in Louisville

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Louisville parents with multiple kids playing multiple sports among 100 other things). Before you know it and July...

This is the final week…

"You are never too old to set another goal or to dream a new dream." - C. S. Lewis Well, Thursday is April 15th. You know what this means by now, I hope. Now, here's something you may not have realized ... Friday was "Tax Freedom Day". That's the date pegged by the...

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!