Here we are, and “tax season” is behind us.

But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.

Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and (occasionally) painstaking process.

Since we work with so many Louisville businesses, it’s perhaps obvious that there is far more to what we do than tax returns. There is far more to being an effective tax advocate for our business owner clients than simple “historical reporting” (which is what return preparation is all about).

Many Louisville business owner clients use our services to get a lot more proactive with their planning … and thereby save even more throughout the entire year.

Shoot me an email through the email button at the top of the page if you’re interested in hearing about what that could look like for YOU.

We’re already working with certain clients to make changes in their financial strategies to be more proactive about tax-advantaged systems (through tax planning), and most of all: we’re already turning our face towards preparations for 2020.

In my opinion, this kind of work is what sets our team apart.

You see, while our competition is out there taking their weeks and months off, living off of the “fat” of tax season, we’re attending conferences, developing our proficiencies in managing our business (and yours), and writing you these Business Strategy Notes — all to serve you BETTER than “Joe Down The Street”, who might not be working so hard to improve.

But most of all, this is what I want you to hear from me: Thank you for making this tax season our best ever.

It sure seems that many of your friends and business associates needed a “port in the storm” this year (thank you for the many referrals we received).

Indeed, now that the break is here — we’re not letting up.

Back next week with more business thoughts for you.

Until then.

Feel free to share this post with any of your Louisville business associates or clients you know who could benefit from our assistance. While these particular articles usually relate to business strategy, as you know, we specialize in tax preparation and planning for families and business owners.



Kevin Roberts

(502) 426-0000

Roberts CPA Group