Tax Planning in Louisville, KY
When it comes to the world of taxes, preparation and planning go a long way. We have the expertise and knowledge you are looking for in a tax professional who can help you navigate your options.
Whether you are an individual planning for your annual tax return or a business owner looking for a part-time CFO, we have the experience to draw upon.
Our Tax Planning Services
Individual and Corporate Taxes
We offer tax planning services for individuals and businesses. The tax code can be complex for small businesses or self-employed individuals.
Quickbooks Setup and Training
In order to get Quickbooks set up for your business and your team trained, we will evaluate your software and accounting needs. We will take the time to set up the Quickbooks software and train your team to use the software effectively.
Tackling this without professional help can dramatically increase the length of implementation and can also lead to issues in the future that require clean-up. We would be happy to help you get it right on the first try.
Part-time “CFO” Services
Understanding your business financials can take a tremendous amount of effort. This is why major corporations have teams of experts dedicated to making sure the numbers are going in the right direction.
As a CPA and CFP, I am uniquely qualified to be your part-time CFO. This can help free up your mental energy to do what you do best: growing your business.
Cash Flow Management
Cash flow management requires meticulous planning, and a deep understanding of your business. We can help you tackle the challenges related to your cash flow and help implement strategies designed to meet your unique needs.
Bookkeeping
From your accounts receivable to your inventory and payroll expenses, we can help you get your bookkeeping in order and your finances organized. Better organization may help lead to better decisions and possibly better sleep!
Succession Planning
Often a small business represents a life’s work and perhaps a retirement account. Planning for succession can help your business live on without you at the helm. We can help you work through the challenges and put a succession plan in place that you feel confident about.
If you’re interested in a free financial consultation, please call us at (502) 426-0000. Our office is located in Louisville, KY.
Lifetime Wealth Design LLC
201 Townepark Circle
Ste B-1
Louisville, KY 40243
Hours: 8:30-5:00 M-F
