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Kevin Roberts

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Hello, my name is Kevin Roberts and am a CPA that loves helping business owners and individuals.

credentials

contact

+1(502) 426-0000
kevin@roberts-cpa.com

201B Townepark Circle Ste B-1

Louisville KY 40243

social

bio

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I have been a CPA since 1996, having passed all 4 parts on my first attempt in 1994. I grew up in the almost mountains of eastern Kentucky and attended Georgetown College in Georgetown, KY. I was a rare breed in that I knew exactly what I wanted to do for a career at the young age of 14. I love helping individuals and businesses save and keep more of what they earn.

q & a

What characteristics do your favorite clients share?

Small business owners Highly compensated employees Real estate investors Focused on retirement incoime

Why should a client hire you?

You should work with us because we work hard for all clients to ensure that you don't pay a dime more to the IRS and state governments than absolutely necessary.

education

Georgetown College, Georgetown, KY

Bachelor of Accounting and finance double major

1993

University of Louisville

Master of Entrepreneurship

2003

experience

Roberts CPA Group

Owner
Louisville, KY

10/1996 - present

associations

American Institute of CPA's

Member since 1996

Kentucky Society CPAs

Member since 1996

exams

CPA Exam

1994

Series 66

2007

Publications

57 Ways to Grow Your Business

read article...

2014

The New Business Guide

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2013

business info

Roberts CPA Group

Helping small business owners and individuals

www.roberts-cpa.com

Established 1996

My firm serves small businesses and the owners by providing tax planning and preparation services designed to ensure they keep more of what they earn each year.

hours of operation

Sunday closed
Monday 08:30 AM - 05:00 PM
Tuesday 08:30 AM - 05:00 PM
Wednesday 08:30 AM - 05:00 PM
Thursday 08:30 AM - 05:00 PM
Friday 08:30 AM - 05:00 PM
Saturday closed

travel

My clients travel to me

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning
Insurance investments

fee structure

Fee-based investments

Typical Client Assets

$100K to 500K
$500K or over


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