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.

Will a Trump Tax Cut (or Raise) Affect You in Louisville?

There's a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area. And, of course, there's talk about tax...

Kevin Roberts on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can...

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...

Thoughts During Our Final Week

The ability to concentrate and to use your time well is everything if you want to succeed in business--or almost anywhere else for that matter. - Lee Iacocca I'm writing this on Monday morning, the 11th, and our offices are buzzing! Next Monday will be no different --...

Just Under One Month Left…

"Happiness depends more on how life strikes you than on what happens." - Andy Rooney Well, we're nearing the home stretch in tax season. Since the deadline for individuals (April 15th) is just under a month out, we've been "packing them in" around here! I'll tell you...

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...

Time To Dream With Your Friendly Louisville Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

Kevin Roberts’ Top 5 Ways to Confront Worries

First, I'd like to put out a little mini-fire that's been raging on the interwebs a little: No -- Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what's *actually* happened that it takes on a level of "truthiness"...

The Advantage a C Corporation Holds for Louisville Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

Louisville Metro Tax Professional Answers, “How Warren Buffett Did It”

"Fortune favors the bold." - Virgil 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...

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!

Learn More