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.

Four Online Security Moves For Louisville People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it's important, in my...

Kevin Roberts Exposes Common Myths About Estate Planning in 2015

I think there are two components to our shared reaction about the events in Paris on Friday. On one hand, we have the grief... Seeing those gruesome images, imagining the regular families whose lives have been forever upended ... it's all so immeasurably sad. And what...

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...

A Friendly Tip (Not About Taxes)

"It is well to give when asked, but it is better to give unasked." - Kahlil Gibran Last Monday, there was a certain holiday to attend to, and it's pretty easy to let things sort of slide on by after that point. But here's my advice for you: Don't stop there....

Louisville Metro Accountant Reports On: “Financial Mistakes Hardly Anyone Talks About”

"The men who succeed are the efficient few. They are the few who have the ambition and will power to develop themselves." - Robert Burton In the course of our daily work around here, we not only work with numbers a LOT ... but we also get a regular course on...

Kevin Roberts Discusses 11 Traits of the Financially Secure

Part of my early-Monday news scan this week brought me this story: http://cbsn.ws/1Q0chAV. One of the "highlights": almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so....

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....

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...

Raising Wealthy Children

Always do your best. What you plant now, you will harvest later. - Og Mandino These last couple weeks, I've been ruminating on how the rich can "act" poor. And there have been a variety of responses -- and the questions: "Jon, fine -- but how about what...

Kevin Roberts’ Guidelines for Setting Financial Goals You Can Keep

Just like last week, this week straddles the holidays, and so regular routines are still a little choppy, probably, for you.And here at Team Roberts CPA Group, we're working HARD on end-of-year moves for various Louisville clients, as I write this, knowing that...

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!