How To Manage Money For Louisville Millennials

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k...

TAC Taxes’s Three Tips For Resisting Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make...

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...

Four Tips For Louisville Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Louisville into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Louisville who are paying attention (because...

3+ Reasons Why Louisville Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Louisville office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders....

The Joys Of Providing Professional Tax Services To Louisville

Well, our primary work for this tax season in Louisville has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Louisville, we make it a point to do a bit more than simply “fill out...