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.

Roberts’ Four Good Reasons To Give Charitably, Aside From Tax Deductions

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn't yet finished (it needs to go through the "reconciliation" process, and the President needs to sign it), but we have some...

Filing Late On Taxes? You Might Actually Be Among Louisville’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Kevin Roberts on Why the DIY Ethic Can Hold Us Back

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of...

Kevin Roberts’ 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me -- this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it's not about the goals ......

Kevin Roberts’ Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check.But you're still not getting ahead.Well, sometimes, it's the unchallenged, mental...

Roberts’ Five Commitments For MarriageAnd Money

I'm going to start off this blog post with asking for a small favor -- would you take a few moments and leave an honest review on Yelp or Google Maps about your experience with us? And obviously, if you have NOT yet used our services for preparing your taxes or...

Kevin Roberts, Louisville Tax Professional, Explains What To Do When The Paperwork Doesn’t Come

Congrats to the Baltimore Ravens for hanging on to win the Super Bowl ... and congrats to GoDaddy for finally making a commercial which didn't rely on the exploitation of Danica Patrick! (Truly, a pretty decent collection of Super Bowl ads -- some of which may have...

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’ Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Some “Economical” Love…

I find that the harder I work, the more luck I seem to have. - Thomas Jefferson This Saturday, there's a certain holiday to attend to, and I thought I'd give you a little "nudge". But, since I am a tax professional, after all--I'm going to give you some romance tips...

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!