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.

Considerations for Choosing a Louisville Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...

Five Key Tax Filing Penalties Louisville Taxpayers Must Know

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate...

Taxes for Teens: What Louisville Parents Need to Teach Their First-Time Filers

Last week I talked about smart ways to launch your financial life for young people.And you know what is kind of hilarious? I forgot to talk about TAXES for Louisville teens.Yes, yes I did.So, I'm fixing that today.Before I do: one more reminder that October 15th is...

TAC Taxes’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only Louisville taxpayer in that group.And I wish there was more my office...

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by TAC Taxes

I'm still emotionally adjusting to the fact that we just went through 4th of July weekend ... and "tax season" is STILL GOING.I'm thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...

TAC Taxes’ “Help Me Remember” Holiday Prayer

These last couple weeks of 2021 are already a little unusual.Current events are swirling around virus policy, the big Biden "Build Back Better" Act seems to have hit a Joe-Manchin-sized brick wall, sports leagues are in an uproar around rising case numbers, and...

Energy Efficient Home Improvement Kickbacks for Louisville Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...

Student Loan Forgiveness Guidelines for Louisville Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some Louisville people are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd, it’s likely...

An Important Stimulus Bill Update For Louisville Taxpayers

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act.As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close.And it might help you VERY much, depending on your situation.I will have...

TAC Taxes’s Case for Paying Federal Income Tax

Here we are in October. I know what you’re thinking… already?! Yes, already.And with the way time seems to race by in the last few months of the year with Louisville holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the same thing...

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!

Let Us Help: