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.

President Obama overpayed

The key to successful leadership is influence, not authority. - Kenneth Blanchard I suppose that intense public scrutiny from hundreds of million people is what you sign up for when you run for President. Do you think YOUR life could withstand that kind of minute...

Shoring up your credit

Success is the sum of small efforts, repeated day in and day out. -Robert Collier New rules went into effect this week, simple as a pen stroke. Most probably were not even aware. What it means simply is that there will be additional government oversight to oversee...

Kevin Roberts’ Four Tips On Building Wealth

Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in their bathing suits. Why do so many wait until it...

Kevin Roberts’ 11 To-Dos For Your ‘Financial Health’ Day

I've become increasingly aware that although I share with you strategies, tips and whatnot every week -- it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That's ESPECIALLY true...

Achieve Financial Independence in Louisville by Outsourcing

If you pay close attention to the news media (which I don't advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...

What are YOU thinking?

"Promise me you'll always remember: You're braver than you believe, and stronger than you seem, and smarter than you think." They Live psp - From A.A. Milne's Winnie the Pooh Last week, I touched a nerve (again). I gave you some hard numbers related to our current...

Kevin Roberts’ Tax Planning Strategy For 2016

Lots of important things are happening in the world these days, but based on what I'm seeing in social media, perhaps the thing that people are MOST interested in is the return of NFL and college football. Perhaps that causes a mere shrug of the shoulders for many,...

Kevin Roberts’ Simple Two-Step Trick for Conquering Procrastination

Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And...

Kevin Roberts On How to Win Through Giving

The fall is here, but before we're able to *really* enjoy it around here at Team Roberts, we are carefully working through our roster of 2014 tax returns that were put on extension. As I mentioned last week -- we are still able to set appointments for other matters...

Kevin Roberts on Tax Planning: Early Withdrawals

Well Louisville, our rite of spring is past. No, I'm not talking about Cinco De Mayo ... rather, the NFL Draft is over, and three precious days of watching paint dry come to an end. Ah, spring. Yes, I know serious football fans love this stuff (as do the television...

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!