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 Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Louisville families and small business owners (as well as plenty outside of our Louisville area), I'm hearing from many who are deeply struggling ... and who also...

2018 Tax Refunds Have You Confused? Kevin Roberts Provides Clarity

We are cranking along with tax return preparation here at Roberts CPA Group, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so you don't have to,...

Spending Money From Tax Refunds Wisely By Kevin Roberts

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as we tax pros say, the days are long, and the days are long.But that's simply because we've been getting to do some meaty, fun tax preparation work...

Washington Really is a Different Kind of Town

"If it's not something you can decide about, if it's not something you can avoid, then all you can do is worry. And what's the point of that?" -Seth Godin There are just some stories where nobody comes out looking good -- and this "debt ceiling"...

Where to find more sources of income

It's always too soon to quit. - Norman Vincent Peale No, the recession isn't over. Yes, there is good news out there--and I LOVE sharing good news with my clients and friends, but over the weekend, I was reminded again about how often we can just *grasp* at every item...

Summer Time is Tax Cutting Time!

No life ever grows great until it is focused, dedicated, disciplined. - Harry Emerson Fosdick It's pretty crazy that we're already nearing the end of July! Is it just me, or is time really flying by? More than halfway through 2009... Well, I often try to avoid...

Smart Money CPA LLC’s 7 Keys to Lowering Shipping Costs

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

How an Identity Protection Pin Can Save Louisville Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Louisville hero, which is why I want to make sure you remember that you can claim up to $300 for...

Nine Crucial Questions To Prepare Louisville Taxpayers For Their 2020 Taxes

First some important reminders for all Louisville taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or...

Halftime Tax Adjustments for Louisville Taxpayers

I have an action item for you in a moment, but before I get there, allow me to explain... You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I'm not just referring to learning more technical moves, or...

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!