Simplify Taxes, Maximize Refunds

Stress-free filing, expert planning, and proactive strategies for your financial well-being.

DOES THIS SOUND FAMILIAR?

Ever feel that knot in your stomach as tax season approaches?

Piles of paperwork, confusing deductions, and the worry of making a mistake can leave you feeling overwhelmed and stressed.

We’ve seen it all! That’s where we come in as your friendly neighborhood CPA.

01

OVERWHELM

Drowning in receipts and forms:

You scramble to collect everything, unsure what’s important and what’s not.

02

CONFUSION

Lost in deduction limbo:

You know there are deductions out there, but navigating the maze of options seems impossible.

03

RESTLESS

Tax code anxiety:

The ever-changing rules and regulations make you nervous about missing something crucial.

You’re not alone! Many people find tax season a complex and daunting experience. But here’s the good news: you’ll have someone in your corner when you call us.

Taxes are scary – they don’t have to be

Why choose us?

Think of us as your financial superheroes! ‍ We’ll swoop in and handle all the complexities so you don’t have to.

CALL US NOW

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Peace of mind

We’ll take care of everything, from gathering documents to filing your return, so you can relax and focus on what matters most.

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Maximized deductions

We’ll find every legal deduction and credit you qualify for, putting more money back in your pocket.



Reduced stress

No more late nights stressing over forms. We’ll handle the deadlines and keep you informed every step of the way.

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Audit protection

Sleep soundly knowing we’re here to represent you if any issues arise.

Frequently Asked Questions

Below are some of the most frequently asked questions we get about tax planning and preparation. The answers are infomational and should not be construed as accounting, legal or tax advice.

What are the major tax changes for 2024 in Kentucky?

Every year brings new tax laws and deductions. Your KY CPA can update you on relevant changes specific to Kentucky, like the Earned Income Tax Credit (EITC) or any updates to local sales tax rates.

Do I need to file a state income tax return in Kentucky if I already file federal?

Yes, Kentucky requires separate state filing even if you already file federal.

Your KY CPA can ensure you’re complying with both federal and state tax obligations.

Can I deduct my student loan payments in Kentucky?

Yes, Kentucky offers a limited deduction for student loan interest payments.

Your KY CPA can help you calculate the deduction and ensure you’re maximizing your tax benefits.

What are the best ways to minimize my Kentucky income tax liability?

Several strategies can reduce your tax burden, including contributing to retirement accounts, claiming eligible deductions, and maximizing itemized deductions if applicable.

Your KY CPA can analyze your specific situation and recommend personalized strategies.

How do I file for a Kentucky property tax credit for seniors or veterans?

Eligibility and application processes for property tax credits vary.

Your KY CPA can guide you through the process and ensure you receive all applicable credits.

Self-employed individuals have unique tax considerations. Your KY CPA can help you understand home office deductions, business expenses, and self-employment tax requirements.

Self-employed individuals have unique tax considerations.

Your KY CPA can help you understand home office deductions, business expenses, and self-employment tax requirements.

I'm expecting a significant income change this year. How will it affect my Kentucky taxes?

Significant income changes can impact your tax bracket and deductions.

Your KY CPA can help you estimate your tax liability and adjust your withholding accordingly to avoid penalties.

I received a cryptocurrency investment. How do I report it on my Kentucky tax return?

Cryptocurrency transactions are taxable in Kentucky.

Your KY CPA can advise you on reporting guidelines and help you navigate the complexities of cryptocurrency taxation.

I'm planning to inherit property in Kentucky. What are the tax implications?

Inheritance comes with tax implications, including federal estate tax and potential Kentucky inheritance tax.

Your KY CPA can help you understand your tax obligations and minimize them where possible.

I'm worried about an upcoming Kentucky tax audit. What should I do?

If facing an audit, seeking professional help is crucial. Your KY CPA can represent you, communicate with the Kentucky Department of Revenue, and ensure your rights are protected.