Tax Preparation & Planning Services in Lexington, KYAt Roberts CPA, a Padgett affiliate, we provide tax preparation, tax planning, and tax support for individuals and small businesses in Lexington, Lexington, and nearby Central Kentucky communities. Tax support that helps you stay prepared Roberts CPA provides tax preparation and year-round tax planning for individuals and small businesses in Lexington, KY. We focus on organized records, clear communication, and practical guidance so filing is timely, accurate, and easier to manage. We also work closely with clients who need related accounting, payroll, or business advisory support. Why work with Roberts CPA?
Service designed for your situation
Clear communication
Year-round planning available
IRS and state correspondence Our tax servicesAvailable for individuals and small businesses in Lexington, Georgetown, Nicholasville, Richmond, and nearby communities. 
Tax preparation & filing We prepare accurate federal, state, and multi-state returns for individuals and businesses, including LLCs, S corporations, C corporations, and partnerships. Our goal is to help reduce stress, keep filings organized, and make sure important details are not missed. 
Tax planning & strategy Planning ahead can help you make smarter financial decisions before filing season arrives. We work with individuals, freelancers, and business owners to identify tax-saving opportunities, prepare for liabilities, and support better year-round tax planning. 
IRS & state tax compliance Receiving a notice from the IRS or a state agency can feel overwhelming. We help review notices, respond to correspondence, and support you through tax compliance issues so you can take the next step with a clearer plan. 
Business tax solutions From entity selection and structuring to payroll tax and sales tax concerns, we help small businesses in Lexington stay compliant while planning more effectively for taxes throughout the year. 
Tax-ready financial & bookkeeping support Clean financial records can make tax season much easier. Our team helps set up and maintain tax-ready books in Xero™, while also providing ongoing support that connects naturally with your bookkeeping and related business needs. 
Specialized tax services Medical practitioners, self-employed professionals, real estate investors, multi-state businesses
Ready to get started? Get your business deduction checklist It can be difficult to keep track of what your business can and cannot deduct throughout the year. Download this free checklist to help organize common business deductions and stay better prepared for tax time. Tax FAQs
Roberts CPA provides tax preparation for individuals and small businesses, including support for income tax returns, payroll tax, sales and use tax, and other business tax filings.
Yes. Roberts CPA can help you plan ahead, respond to IRS or state tax issues, and support your business with related bookkeeping and accounting services that make tax season easier to manage.
Tax preparation focuses on filing your returns accurately and on time. Tax planning is more proactive and helps you look ahead, evaluate deductions and credits, and make financial decisions that may reduce future tax burdens. Roberts CPA offers both.
You may need income records such as W-2s and 1099s, expense documentation, and financial statements if you own a business. Need help getting organized? Roberts CPA provides a detailed checklist so you can prepare more confidently.
Common deductions may include home office expenses, vehicle mileage, equipment, marketing costs, and employee wages. Roberts CPA helps small business owners identify eligible deductions and stay organized throughout the year. For a more detailed list, check out What's Deductible?
The earlier, the better. Tax planning is most effective when it happens throughout the year, especially when deductions, purchases, or business decisions need advance planning. If you only need return preparation, reaching out early can also help you avoid deadline pressure. We can assist with extensions when needed, but tax payments may still be due even if an extension is filed.
Roberts CPA offers pricing based on the complexity of your tax preparation and planning needs. After we review your situation, we can discuss the scope of work and the fees involved.
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Frequently asked questions
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.