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.

Shoring up your credit

Success is the sum of small efforts, repeated day in and day out. -Robert Collier New rules went into effect this week, simple as a pen stroke. Most probably were not even aware. What it means simply is that there will be additional government oversight to oversee...

Three Key Decisions For Louisville Families With Special Needs Children

I'm not sure there is much that I can add to the commentary surrounding the events of the past week. I'm a tax professional, and I've found it wise to "stay in my lane" during these kinds of events, while still caring deeply about it all. And so I'm grateful for the...

Kevin Roberts’ Thanksgiving Encouragement

This week of Thanksgiving seems like it hurtled its way towards us, and suddenly the holidays are upon us. Perhaps it's because of the elections, maybe the weather ... but for some reason, it feels very sudden. And that's probably a good thing, because it's our chance...

3+ Reasons Why Louisville Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Louisville office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

Key Reminders For Louisville Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

Filing Late On Taxes? You Might Actually Be Among Louisville’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Kevin Roberts’s IRS Deadline Extension Update

I normally write you a weekly strategy note (or so), but these are NOT normal times, are they?And before I get into what's happening with the IRS deadline -- to separate some of the rumors from the reality -- I first want to check with you:How are you doing? Email me...

Louisville Metro Accountant Writes On: “The Fashionable Trend Towards Renting (Not Buying)”

"There is no medicine like hope, no incentive so great and no tonic so powerful as expectation of something tomorrow." - O.S. Marden Earthquakes, hurricanes, and ... homeownership? Well, the first two have left us in a mixture of annoyance, grief (there has been real...

Fake News & Four Online Privacy Tips By Kevin Roberts

There's a lot of talk these days about fake news -- which is interesting, because most of us have realized for quite some time that much of the news is glorified "PR" in the first place. But before I get there, here is some information that is NOT fake... A bunch of...

Tax paper chase

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes This has ALREADY been one of our most intense years, in preparing the groundwork for "tax season", simply because the tax code is getting...

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!