Menu of Services

Tax Services

Individual Income Tax
S Corporation Income Tax
Partnership Tax
Sales and Use Tax
Property Tax
Payroll Taxes
Trucker's taxes (KYU, KIT, IFTA, IRP, 2290)
Tax Planning
Back Taxes / Nonfilers

Business Services

Quickbooks: Monthly / Quarterly Assistance
Quickbooks: Setup / troubleshooting
Quickbooks: We offer customized training to help you better use this outstanding software
Payroll: Management of payroll and taxes
Business Growth: Advice to help you grow your business!
Part time CFO Advisory Services: To help take your business where you want to be
New Business Consultations: To help you get started properly (entity selection, taxes, accounting systems, business advice, etc.)

Tax Resolution

Audit Representation: From a former auditor and Executive Director of 10 offices of auditors!
IRS & Kentucky Department of Revenue Notices
Collections / Liens / Levies / OICs

Financial Planning

If Your Goal Is Financial Independence, We Will Help You Get There

Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for your children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:

How much risk should I take to reach those goals?
Will I have enough money to retire?
How can I save for my children’s education and save for retirement too?
Are there ways to minimize taxes on accumulated wealth?
Should I convert to a Roth IRA?
What impact does social security have on my tax situation?

These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.

What we do for you:

Develop a comprehensive personal financial plan to achieve your goals
Periodically review your personal financial plan as your life situation changes
Integrate your financial plan with your tax planning (individual and business)
Evaluate estate, gift tax, and trust tax strategies to preserve wealth
Review investment strategies (are you paying too much in fees?)
Evaluate investment and retirement portfolio risk (more aggressive, less aggressive)
Help you understand Required Minimum Distributions (RMDs)
Analyze your current budget versus your retirement budget
Create a retirement income distribution plan that meets your goals

Your Partner in Achieving Financial Freedom

If you're ready to take the next step, please fill out the contact form below,

and one of our financial planning advisors will be in touch soon. It’s that simple.