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.

Profitable tax moves to make

"Just because something doesn't do what you planned it to do doesn't mean it's useless." - Thomas Alva Edison Finished with one holiday (and I'm still stuffed with leftovers) ... but now we move into the "holiday season". Yikes. I'm *already* overwhelmed with all of...

So grateful for you …

Part of me can't believe that I'm taking the time to write this, here on Monday morning the 14th (the day before the filing deadline for taxpayers and for we Louisville tax professionals!). But I also know if I don't do it now, this tax season having been so full ......

An Important Stimulus Bill Update For Louisville Taxpayers

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act.As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close.And it might help you VERY much, depending on your situation.I will have...

Congress didn’t help you (tax armageddon coming)

If someone is going down the wrong road, he doesn't need motivation to speed him up. What he needs is education to turn him around. - Jim Rohn Well, I was holding out hope for ALL of us (my clients, myself, and, even, Congress) that we would see some action on Capitol...

Thinking Through Real Estate Investments In Louisville

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Louisville clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal about...

Louisville Tax Preparer Explains Why You Need An Estate Plan NOW

I'm once again spending my morning scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season here in the Louisville area (thanks for all the recent referrals -- keep 'em coming!) AND navigating the perils of...

Kevin Roberts’ To-Do List If You Can’t Pay All Your Taxes

Some of our Louisville clients are STILL pulling their paperwork -- which is understandable during this donkey of a year, and with all of the new complications.But sadly, ye olde IRS isn't extending any payment grace in a couple weeks. (I say "sadly", but here at Team...

A Strategy For Louisville Taxpayers With A Higher Than Expected Tax Bill

Taking a look around the world these days, and where things seem to be headed...But our heads are high here at Roberts CPA Group because we worked our tails off for our Louisville clients this year. We helped a bunch of people save a ton on their taxes -- with...

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...

Ways Louisville Car Owners Can *Actually* Save on Car Insurance

Whether it's an annoying duck with a one-word vocabulary, or a refined gecko, or a personified mayhem, you've undoubtedly been bombarded by commercials from company after company trying to get you to switch auto insurance carriers.Have you shopped around for this...

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!