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.

‘They’re All The Same’, And Other Untruths

"If you do not tell the truth about yourself you cannot tell it about other people." - Virginia Woolf So the really important question: How'd you do on Valentine's Day? Many people say it's a "Hallmark Holiday", but well--some spouses and...

Louisville Accountant answers: “What now?”

The dust is truly beginning to settle around our Louisville tax preparation offices after our very busy TY2011 tax season (ok, maybe that's just pollen). Regardless, we're beginning the process of serving you during the "off season", and evaluating how things went. To...

Kevin Roberts’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago ... everything in the restaurant/market is running smoothly -- chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are...

Louisville Tax Professional On The Best Reasons To Give To Charity

The wonderful fall weekend here in Louisville was made a little more interesting for a tax professional / tax geek like me. Our little tax world was abuzz on Friday afternoon, after the release of Mitt Romney's 2011 tax return. He had filed for an extension, and his...

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...

Louisville Tax Expert on Making Sure Your 2014 Taxes Are Done Right

Labor day comes at me like a rush, every year. There's a corporate tax deadline on the 15th of September to keep me busy and focused ... but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now. Winter is coming....

If There’s Another Government Shutdown We’re Here To Help Your Louisville Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

Roberts CPA Group’s Holiday Prayer

As you probably know if you are paying any kind of attention to events OUTSIDE of Louisville (which, this week, you'd certainly be sane if you DIDN'T pay attention to the national news), the government is in "shutdown mode".This means that unless the President and...

The Heart Behind Year-End Giving – Kevin Roberts’ Three Key Ideas

Lost amid all of the Thanksgiving and holiday noise was the fact that a federal judge just blocked the implementation of the new overtime rules that small businesses were scrambling to prepare for this year. They had been scheduled to take effect on 12/1 of this year,...

Kevin Roberts On How Having a Tax Strategy Wins Out

As I'm writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And...

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!