4229 Bardstown Rd, Suite 105, Louisville, KY 40218 502-291-9567

Tax and accounting guidance you can plan a year around.

We handle the filings, the recordkeeping and the numbers, so you can make sound decisions about your business, your estate and your future — with a Louisville firm that knows your file by name.

Upcoming deadlines
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Calculated automatically — always shows the next 4 quarterly estimated-tax due dates.

Services for individuals and businesses

Year-round support, not just a season.

Business tax returns

Federal and state filings prepared to minimize what you owe and keep you ahead of every deadline.

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Individual tax preparation

Returns for annual filers, reviewed for every deduction and credit you're entitled to.

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Accounting services

Full-service accounting so your financial reports are ready when you need to make a decision.

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Bookkeeping

Ongoing recordkeeping that satisfies filing requirements and keeps your books audit-ready.

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Payroll services

Accurate, on-time payroll and the reporting that goes with it, handled end to end.

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Financial planning

Estate and financial planning built around what you want your money to do, long term.

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Your business and financial guide

We're a full-service tax and accounting firm built for year-round planning, not just filing season. That means we're already thinking about next year's return while we finish this year's.

Clients come to us to pay the lowest taxes the law allows, satisfy their recordkeeping requirements, and get financial reports they can make decisions from. Business owners lean on us to solve problems as they come up; individuals and families come to us for estate planning that reduces tax costs.

Meet the team behind it →