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.

Louisville Tax Professional Explains Living On One Income

As Dana Carvey used to say on SNL, hear me now, but believe me later: there WILL be a "fiscal cliff". And yes, as a Louisville tax service, it behooves me to say that yes, we will feel it here. With all of the chaos bubbling in the Middle East, the back-and-forth...

The Joys Of Providing Professional Tax Services To Louisville

Well, our primary work for this tax season in Louisville has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Louisville, we make it a point to do a bit more than simply "fill out forms" on your behalf....

In A Sandwich?

"Do not wait; the time will never be 'just right.' Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along." - George Herbert If you take a broad view of our culture over the last 50...

Kevin Roberts Explains Turbo-Charged Audits and Mistakes

Now is around the time when things begin to really crank for us around here at our Louisville tax preparation office. It's the week which the IRS is opening up actual e-filing, and many Louisville people have received all of their paperwork necessary for completing...

Three Reasons Why Louisville Taxpayers Should File Taxes Early

As of this writing, the federal government is STILL in its partial shutdown.And 800,000+ people are affected -- including a whole slew of IRS workers who have been called in, regardless of paychecks, because come Trump or high water: tax filing will indeed begin on...

Re: A salve for all this chaos

If you've been paying attention to the news the last few weeks, it seems that we've been reeling a bit as a nation, and on the world stage. However, it looks like the Ebola mess may be a little more contained than was initially feared (though still very terrible). The...

Louisville Taxpayers, How to Get 2021 Tax Filing Documents in Order

Before I jump into discussing tax filing documents, I hope it's okay that I spare you all of the "new year, new you" stuff.If you're anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy "time to set some goals!!!" talk.And I...

Do Identity Theft Protection Plans Work? Kevin Roberts’s Tips for Louisville Friends

An identity is stolen every two seconds in this country.Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know in Louisville have fallen victim to identity theft.It’s the #1 type of complaint received by the...

Kindergartners With A Credit Card?

"Good, better, best. Never rest until good be better and better best." - Mother Goose Google tells me that Mother Goose didn't *actually* exist -- but she sure was smart, eh? We're heading into spring ... and just a couple weeks remain here in "tax...

The Why and How Behind Procrastination – Something for Louisville Friends to Consider

Stress.Anxiety. Unease. Worry.And a pinch of aggravation just to round it all out.No, I'm not talking about the upcoming May 17th federal tax deadline.Or am I?For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so...

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!