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Lifetime Wealth Design

Independent Financial Advisor in Louisville

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Tax Planning and Accounting Services

Tax Planning in Louisville, KY

Tax Planning Louisville KyWhen 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

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Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Call (502) 426-0000 or email 
kevin@lifetimewealthdesign.com

Lifetime Wealth Design LLC
201 Townepark Circle
Ste B-1
Louisville, KY 40243

Hours: 8:30-5:00 M-F

 

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