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.

Kevin Roberts On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren't pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing...

Kevin Roberts’ 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

Could this be why you’re living month-to-month?

"Our life is frittered away by detail. Simplify, simplify." - Henry David Thoreau This week, I thought I'd reach for something, put on my "coach" hat, and do what I can to inspire you into greater financial prosperity. Simple Reasons For Being Broke As I mentioned,...

Kevin Roberts on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, though ... if you've established for yourself a hedge against financial turmoil, let's not have you ruin it. Last week, I...

Turns Out You Might Get Taxed, After All…

"Morale is when your hands and feet keep on working when your head says it can't be done." - Benjamin Morrell As you know, from previous notes we've exchanged, I really do try to steer clear of political disputes. My clients hail from all sides of the political...

Tax and Financial Planning for Multi-Generational Caretaking for Louisville Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Louisville.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that eventuality...

Kevin Roberts’ Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Louisville businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling taxes...

“Loopholes” Are My Job

"The measure of a man's real character is what he would do if he knew he would never be found out." - Thomas B. Macaulay download The Talented Mr. Ripley We start this week with a big announcement from President Obama about how he is seeking to close "tax loopholes"....

Kevin Roberts On What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel --...

A Note on the Coronavirus for Louisville Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...

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!