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.

“Our Clients Are Afflicted With Madness” Says Louisville Accountant

Our clients here in Louisville are afflicted with "March Madness", along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn't one which my Louisville tax preparation staff and I get much chance to participate in. We're too...

The Joys Of Providing Professional Tax Services To Louisville

Well, our primary work for this tax season in Louisville has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Louisville, we make it a point to do a bit more than simply "fill out forms" on your behalf....

What to do with your tax docs & other items

"Life is like riding a bicycle. To keep your balance you must keep moving." - Albert Einstein Well, the phones are STILL ringing around the office, but the pace is a bit slower. The dust is truly beginning to settle around here (ok, maybe that's just pollen). THANK...

Do Not Procrastinate Tax Filling In 2020 by Kevin Roberts

Have you met with us yet?The Super Bowl and the Oscars are over. The IRS has been accepting electronically filed returns for a couple weeks now.Which means, well ... it's about to get real. We are getting busy around here at Team Roberts CPA Group.Which is why I have...

A salve for all this chaos

Israel and Palestine. The Ukraine and Russia. The mess at the border (and in Congress). Ebola. And in the middle of it all, we're all facing our own private fears, struggles and frustrations. So ... may I remind you of a few things? Roberts's Key Reminder #1: What you...

How Louisville Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

Tax paper chase

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes This has ALREADY been one of our most intense years, in preparing the groundwork for "tax season", simply because the tax code is getting...

Two Ways Towards Making Money In Marriage Harmonious For Louisville Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down.If you've been married, you know that there is a big difference between the "wedding show", and the real work of being married. One of the best pieces of advice I've seen for newlyweds is...

Kevin Roberts Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: ... Yes, you read that right. Despite what may seem like a fundamental shift in the...

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. - Orison Swett Marden Last week, I posted my Note about automating your investment...

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!