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Our Services

So that you can have the confidence that our services and advice are tailored to meet your specific needs, know that we take the time to actively listen to better understand your personal and unique situation. The professional services we offer for individuals and businesses are listed below. Contact us today to schedule an appointment.

Tax Services:

Effective tax preparation and planning can help minimize future tax liabilities. We understand how the latest federal, state and local tax legislation and other developments affect you; therefore, we work to identify new ways to potentially reduce your tax liabilities. We can help you proactively manage your personal and business tax issues and understand how upcoming business opportunities impact your tax status. Tax planning opportunities aren’t always obvious, so we team with you to see where you may benefit. 

We provide tax planning and preparation services for the following:

Business Income Tax

Estate & Trust Tax

Individual Income Tax

Sales Tax

Payroll Tax


Accounting Services:

We offer a full range of accounting services for businesses without in-house accounting staff as well as businesses that require additional accounting assistance with special projects. We prepare and deliver information that is clear and concise so that the information and insight provided will help your business succeed.

Our most popular accounting services are:

Bookkeeping

Financial Analysis

Financial Statement Compilation

Financial Statement Preparation

Payroll Processing


Advisory Services

As a true business partner, we are available to consult on any business problem or opportunity to help you make the right decisions for the future of your business. Our advisory services also focus on improving the efficiency and effectiveness of your business and its operations.

We can provide support in many areas as noted below.

Accounting Software Selection & Implementation

Business Entity Selection

Buying or Selling a Business

General Business Consulting

IRS Audit Representation

Retirement Planning

Phone:

(502) 479-8540

(877) 451-0706 Toll Free

(502) 479-8542 Fax

Office Hours:

Monday - Friday

​8:30am - 5:00pm

Location:

1300 Gardiner Lane,
Suite 1, Louisville, KY 40213

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