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.

Buying a homeowner’s Insurance Policy: The What and the Why for Louisville Homeowners

Click on the news right now and you’ll see: floods, storms, fires consuming whole states. And that’s not even taking into account the everyday crime from thieves or vandals that usually dominates the news. Seeing and hearing all of that, it’s easy to look around your...

Deadlines and Mistakes

"The way to gain a good reputation is to endeavor to be what you desire to appear." -Socrates I'm continuing my (well-received -- thank you!) series on hidden financial mistakes I've seen over the years ... a couple more for you. This hasn't been an...

Roberts’ 5 Steps To Affect Your Credit Score

Look, I don't know what a Pokemon is, but with the kind of summer that our nation and world has been having, I suppose I can understand the appeal of plugging into an alternate reality and hunting weird, imaginary creatures. With Baton Rouge (once again) in the...

Kevin Roberts’ Top 5 Ways to Confront Worries

First, I'd like to put out a little mini-fire that's been raging on the interwebs a little: No -- Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what's *actually* happened that it takes on a level of "truthiness"...

Kevin Roberts’ 5 Tips for Successful Business Lunches

The other day, I saw an article that made my jaw drop -- and reminded me (once again) why we do what we do. Remember the BP oil spill in the Gulf? Yes, it was a while ago ... but the region is still feeling the after effects, and not just environmentally. But for BP,...

Paying Off Debt by Kevin Roberts

Last month, I talked about [ENGBLOG]some potential moves Louisville taxpayers could make by the end of the year. I wanted to remind you of those possibilities before I get to what else I want to talk with you about... (paying off debt)Those were:Look ahead to 2021 --...

Availability and Info

For Appointments at Roberts CPA Group Direct Contact: Roberts CPA Group Phone:(502) 426-0000 Email: infonow@roberts-cpa.com Availability: * Located near Louisville Metro, KY * Office Hours: Monday - Friday, 8am - 4:30pm * Call (502) 426-0000 to schedule your...

Roberts On Finding Blessings in Whatever Financial Situation You Are In

You know how Thanksgiving as a federal holiday got its start, don't you? I'm not talking pilgrims here ... but more about why we all have a few days off this week. Smack in the middle of horrendous civil war, President Lincoln proclaimed the last Thursday of November...

Establishing Clear Pricing For Your Louisville Customers

Last week, we had a little "mid-year pep talk."After a good locker room session, it's good to enter Q3 and Q4 with a solid gameplan. And a solid gameplan, of course, means good plays.As it relates to your Louisville business, we're talking about the actual offerings...

We All Get Taxed!

"If you want a happy ending, that depends, of course, on where you stop your story." - Orson Welles I hope your Father's Day was special...that you took the time to thank (or remember) your father, wherever he may be. On to the subject of my note: You know, I deal...

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!

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