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Roberts CPA Group

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Contact Us
5024260000
kevin@roberts-cpa.com
201 Townepark Cir Ste B-1 Louisville, KY 40243
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High Performing Accounting and Tax Firm in Louisville, Kentucky

Years of tax experience, working for you and your family Our team provides individual tax services and accounting support and tax services to Louisville area professional service firms and medical professionals. For small businesses our team’s focus is on accounting/bookkeeping, Quickbooks services, payroll, new business formation “Part-Time CFO” Services (Membership Retainer Plans), CashFlow Management and many other small business services. For individuals we provide college financial planning services, estate planning, and much more… Give us a call today for your tax needs! 502-426-0000 We’re happy to answer any questions you have, and we’d love for you to come in and meet our team! Looking forward to working with you soon.

Free Initial Consultation

1 - 9 Employees

Credit/Debit, Bitcoin, Check Payments Accepted

2006 Founded

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Portfolio
What We Do
Accounting & Tax Services Financial Forecasting Insurance Investment and Wealth Management IRS Liens & Levies Outsourced Accounting & Finance Payroll Processing Real Estate Retail Tax Audit & Representation Individual Tax Planning Tax Preparation Accounting Services Advisory Services Bookkeeping Services Business Consulting Construction & Trade Consulting Services Cryptocurrency
FAQs
Do you offer a free initial consultation?
Yes, we do offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation.
What should I consider before contacting you?
Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?
What type of clients do you work with?
We work with small businesses and individuals. On the business side, we work in many industries including service based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.
Can you save me money?
We make it our priority to reach out to our customers on a consistent basis because we care about the success of your business. Our experienced team will provide timely advice and planning, striving to allow you to grow and save money.
How do you determine your fee?
Our fees are fixed. Our goal is to save you more money than the cost of our services. After speaking with you for the first time we will quote our fee based on exactly what you need and send it to you in writing.
What is your typical process for working with a new customer?
It starts with receiving your source file or documents. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and become the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency.
How do I get started?
The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.
What do I do when I have a question?
We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email us, this way we can respond even if we are away from the office.
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