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.

How Louisville Taxpayers Can Lower Their 2020 Tax Bill

Finally, the IRS issued guidance on Friday evening about payroll tax deferrals.And, as we've been communicating ... this may not be a very helpful program for most Louisville taxpayers. In fact, it's actually up to employers (not employees) whether or not to withhold...

Kevin Roberts’ Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many Louisville clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help people...

Being Financially Independent: Planning for the Future Starts Now

I'm going to stick with last week's theme on being financially independent because I got some nice feedback. Before I get there, a quick word about the IRS for our friends in Louisville...Per Kiplinger, as of June 25, the IRS had a backlog of 16.7 million 2019...

One Trump Tax Plan Mistake That Kevin Roberts Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

You get the credit

"The income tax has made more liars out of the American people than golf has." -Will Rogers Your family's Personal Financial Guide is here, and we've got some bad news to start the week...as well as some good news for many from the past weekend. (Btw, I'm not...

My analysis of your next year

"You will get all you want in life if you help enough other people get what they want." - Zig Ziglar Our political landscape is very different this week. And it *does* have implications for your wallet (I believe). I mentioned last week that I'd keep my powder dry, so...

This List Will Help You

"A daily routine built on good habits and disciplines separates the most successful among us from everyone else." - Darren Hardy Last week I wrote about financial resolutions -- and, well, John Tierney of the New York Times must be a reader! The columnist...

How To Manage Money For Louisville Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Louisville Tax Office Explains What’s Actually Being Extended

I've been saving up all kinds of wise financial and personal strategies to share with you straight from "Louisville Tax Preparer Central", but I hope you'll allow me some forbearance. It's fair to say that the office has been a little busy these last few months as...

Email Marketing Strategies That Louisville Businesses Should Avoid

I get a lot of replies and personal comments about the emails that I send out, both to our business owners (like you), and to our family/individual clients.So I thought I'd offer my quick thoughts to you as to why I do this, and open our kimono a little. I'm certainly...

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!