Tax Planning & Advisory Services in Lexington, KY

Proactive planning, not last-minute filing

Most tax relationships happen once a year: you show up in March or April, hand over your documents, and find out what you owe. Tax planning flips that around — we work with you throughout the year so there are no surprises when the return finally gets filed.

For business owners, that might mean reviewing whether an S-corp election still makes sense as your income grows, planning reasonable compensation and distributions to reduce self-employment tax, or evaluating Kentucky's pass-through entity (PTE) tax election, which can shift the state tax burden in your favor. For individuals, it might mean timing a major purchase, adjusting withholding after a life change like marriage or a new child, or mapping out retirement contributions before the calendar year closes.

We also help clients stay ahead of quarterly estimated payments so April doesn't turn into a scramble, and we keep an eye on Kentucky and federal law changes that could affect what you owe — including local occupational license tax rates in Fayette and Jefferson counties and LFUCG.

Tax planning works best as an ongoing conversation, not a single meeting. Depending on your situation, that might mean a mid-year check-in, a call before a big financial decision, or a sit-down each quarter if your business has real complexity. We tailor the frequency to what you actually need, not a fixed package that doesn't fit your situation.

Our team holds the IRS's Annual Filing Season Program (AFSP) credential and has spent more than a decade preparing returns for individuals and businesses across Lexington and Louisville, Kentucky, so the planning advice you get is grounded in how your return actually gets filed — not generic advice disconnected from your real numbers. Ready to start planning ahead instead of reacting every April? Book a consultation today.

Personal tax returns

Also need to file your own personal return? We handle individual tax prep too — W-2s, self-employment income, rental property, and more. See our other services or book a free consultation to talk through what you need.

Business tax returns

Own an S-corp, partnership, or single-member LLC? We handle the full return too — 1120S, 1065, and Schedule C filings, plus payroll and bookkeeping. See our other services or book a free consultation to talk through what your business needs.