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.

TAC Taxes’ Four Keys To Shape Your Financial Future During College

I wish I had been smarter about money when I was younger.(You too?)Now, when I observe the power of compounding interest, and the kinds of possibilities available to those Louisville residents who have accumulated an asset base (however "small" it might seem) ... I...

TAC Taxes Clears Up Confusion Around The Stimulus Checks

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since.Bear with us ... it is MASSIVE.But it's also full of great benefits for Louisville families and business owners (even those with a "side...

What Louisville Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for Louisville families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like you did...

TAC Taxes’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Memorial Day always seems to be the mark of the start of summer: school’s out, Louisville pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...

Stimulus Payments, Retirement Account Updates and Tax Changes for Louisville Taxpayers

 Chances are good that you or someone you know and love has lost their job recently. You've also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch).This crisis has a steadily-unfolding...

Understanding Your FICO Score by TAC Taxes

We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial.In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

Time To Dream With Your Friendly Louisville Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

Credit Cards: A Money Management for Louisville Teens Tool

Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the TAC Taxes office. We’ve got our arms deep in the returns of all those...

All People Are Tax People by TAC Taxes

... except, well ... when they aren't. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or ... I could go on, but you get the point.The Super Bowl is behind us (congrats...

A 12-Point Financial Health Check For Louisville Families And Individuals

We are now fully engaged in our tax "off season" here in Louisville. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

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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