Anyone looking for peace of mind. We assist business owners, contractors, rental property owners, gig workers, and regular families. If your income is intricate, your paperwork is a mess, or you simply don’t want to miss deductions, it’s worth letting a pro get it done. We work with clients that had issues with prior filings and need to put things back in line.

We’ll send you a checklist beforehand to make it convenient. But overall, we’ll want your identification, income statements such as W-2s or 1099s, and a record of deductions or expenses. For business owners, we’ll need a summarization of income and business expenses throughout the year. The more prepared you are, the smoother the process is, but don’t stress if it’s not ideal. We’ll get you sorted out.

Yes. We prepare both federal and Kentucky state tax returns. If you've had income in more than one state, or lived in one and worked in the other, we've got that taken care of as well. We prepare local filings for small businesses as well as payroll taxes and other compliance. It all gets filed properly, timely, and with the proper forms.

We know this sounds scary, but we can help but we can explain why, address payment possibilities, and consider how you might lower your tax bill in the future. It’s our role to ensure you're not blindsided and that you see a clear way forward. In the case of penalties, late returns, or IRS letters, we can work with you there as well.

We're not just around January and April; we're around all year long. We want you to be one step ahead. We recommend that you touch base with us either quarterly or with significant changes, such as when you're starting a business, getting married, purchasing property, or having children. And if you're behind for prior years, we can get that all sorted out for you so you can go forward with assurance.