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.

Taxes for the holidays?

"Attitudes are contagious. Are yours worth catching?" - Dennis Mannering I realize many of my clients have the holidays *on* the brain. And, even if they ARE able to focus this week ... well, implementation of my advice would be short-lived. Advice on this topic...

Estate & Tax Planning For Louisville Families

We're in the middle of the always-somewhat-odd political convention season, in which true believers fire each other up, and most everyone else issues a collective yawn (and more strongly filters their Facebook feed). I don't mean to say that I don't care about...

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...

Kevin Roberts’ 11 Smart Ways To Reduce Your 2015 Tax Bill

Last week, we tied a bow around all of our client tax returns for 2015, i.e. for "tax year 2014", as the extension deadline came and went. It feels good to turn the page and move into our intensive preparation season for tax season 2016. (And now I'm searching for a...

A Louisville Tax Preparer Shares A Real-World Holiday Prayer

Well, it's December 24th as I type this ... though, given the holidays, I'm not sure that we'll be posting this to our Louisville Tax Expert Blog until later. Hopefully what I have to say won't already feel dated by the time you receive it! Because I've put together...

Kevin Roberts’ Tax Preparation Checklist

I shared my "resolutions" last week, and it was really nice to see the response, and to know that many of our Louisville clients are equally excited for the opportunity to put new legs to a new year ... and to make 2017 (much) better than 2016. I remember seeing a...

Potential Tax Problems For Louisville Businesses To Fix Before Year-End

We only have one more month (less!) to make any moves that might affect a whole host of things on your tax bill.I have some examples of what I mean here today, but suffice it all to say: If your business revenues, expenses, structures or results changed in a...

Some warnings–and hope for the downtrodden…

"Respect your efforts, respect yourself. Self-respect leads to self-discipline. When you have both firmly under your belt, that's real power." - Clint Eastwood First for the warnings... Are you a social media butterfly...and hiding from the IRS? (Well, in truth--if...

A Louisville Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Louisville holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched.At least we have these holidays.But then I realize...

Will Your Louisville Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

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!