Louisville Tax Preparation for Individuals and Small Businesses
Work directly with a licensed CPA - not a seasonal preparer.
Tax filing shouldn’t be stressful. I provide accurate, thorough federal and Kentucky tax preparation for individuals, sole proprietors, rental property owners, and S-Corps - personally handled start to finish.
Who I Prepare Taxes For
I work with individuals and small businesses across Louisville, helping clients stay compliant and avoid stress at tax time. Every return is completed personally by a licensed CPA—not a seasonal preparer or outsourced service.
Individuals & families filing 1040 returns
Sole proprietors & Schedule C filers
S-Corp owners and shareholder employees
Rental property owners & real estate investors
Contractors, freelancers, and gig workers
New Kentucky businesses
Retirees & individuals with special tax situations
Anyone needing help with Louisville Metro OL-3 filings
What’s Included in Tax Preparation
Individual Tax Preparation:
Federal & Kentucky 1040 returns
Deductions & credits optimization
Rental income and property schedules
Capital gains, investments, and retirement income
Child, education, and dependent credits
IRS and state e-filing
Louisville Metro occupational tax (OL-3)
Business Tax Preparation:
Schedule C small business returns
S-Corp (1120-S) tax preparation
Partnership (1065) tax returns
Depreciation and fixed asset schedules
Estimated tax calculations
Shareholder basis (including Form 7203)
Coordination with bookkeeping for accurate filings
Kentucky and Louisville-Specific Expertise
National tax software and big-box preparers often miss important Kentucky and Louisville-Metro-specific rules. As a local CPA, I prepare returns with complete awareness of the state and city requirements that directly affect your business and your refund.
Louisville Metro OL-3 occupational tax
Kentucky LLET minimum tax requirements
Multi-state filings for KY/IN/OH commuters
Kentucky pass-through entity tax (PTET) guidance
Sales tax implications for local service businesses
Louisville business license requirements
Why Work With a Solo CPA?
With a solo CPA, your return isn’t rushed by seasonal staff or outsourced overseas. You work directly with the person preparing your return, ensuring accuracy, communication, and personal attention.
Direct access to a licensed CPA
No call centers or seasonal preparers
Clear communication throughout tax season
Careful review of every line item
Year-round support—not just at filing time
Guidance on estimated taxes and planning
Frequently Asked Questions
Do you prepare both individual and business returns?
Yes. I prepare 1040, Schedule C, S-Corp, partnership, and rental property returns.
Can you help if my books aren’t ready?
Absolutely. I offer bookkeeping cleanup to get your return accurate.
Do you handle multi-state filings?
Yes. I commonly work with KY, IN, OH, TN, and others.
Do you file the Louisville Metro OL-3 return?
Yes—this is a standard part of my local practice.
Do you help new businesses with their first year of taxes?
Yes. I assist with entity selection, S-Corp elections, basis setup, and first-year filings.
Get Accurate, Confident Tax Filing
Whether you’re an individual taxpayer or a small business owner, I’ll help you file correctly, reduce stress, and avoid costly mistakes.