Tax Planning Services in Louisville, KY

Powered by Strategy, Not Surprises

Louisville’s entrepreneurs are tough, creative, and resilient. Whether you're running a distillery near NuLu, a wellness studio in the Highlands, or an HVAC company in Jeffersontown, smart tax planning can help you thrive—not just survive.


At Straight Talk CPAs, we’re not just filing forms—we’re helping you build a strategy. That means no last-minute scrambling in tax season, no scary letters from the IRS, and no more guessing what you owe. Our tax advisory services ensure you always know your next move.

Tax Planning That Grows With You

From freelancers and family-run businesses to growing corporations and serial entrepreneurs—we tailor every tax strategy to the person behind the business.


We’ll:

  • Identify overlooked deductions and credits
  • Align your structure with your long-term goals
  • Forecast your tax liability in advance
  • Help you reinvest savings into what matters most



You focus on growing your business—we’ll focus on helping you keep more of what you earn.

Smarter Tech = Bigger Savings

We don’t just talk strategy—we use the latest tech to back it up. Our software can:

  • Analyze your financials
  • Model “what if” scenarios
  • Identify seasonal tax risks
  • Track deduction limits automatically



Need to know if buying that new delivery van will help or hurt you tax-wise? We’ve got the tools to help you decide—before it’s too late to benefit.

You wear a lot of hats—and “tax expert” doesn’t need to be one of them. That’s our job.

We worked with Jasmine, a boutique owner near Bardstown Road, who came to us after realizing she was missing out on key deductions. Her books were messy, and tax season felt like walking through a corn maze blindfolded. We restructured her chart of accounts, found overpaid taxes from the past two years, and helped her reinvest the savings into inventory upgrades. Now her business is booming, and her stress level? Way down.

Business Tax Planning for the Backbone of Louisville

As your business scales, so do the tax complexities. Payroll. Contractors. Multi-location filings. Incentives. Credits.

Our corporate tax planning and tax advisory services in Louisville are designed to help you stay compliant, stay confident, and stay ahead. . One client, a regional logistics company, came to us with inconsistent filings and no tax strategy. We restructured their entity, cleaned up multi-state obligations, and saved them over $40,000 in penalties and missed credits. That’s what a plan can do.

Corporate Tax Planning for Growing Teams

Always Personal. Never Cookie-Cutter.

You’ll never feel like a number with us. We explain everything in plain English and walk with you step-by-step. No jargon, no judgment—just solid, friendly advice.

Case Study: Turning Tax Stress Into Strategic Wins

Meet Angela, who owns a local real estate brokerage. She came to us overwhelmed by her tax situation. Between 1099 agents, fluctuating income, and inconsistent bookkeeping, she was winging it—and paying for it.


Here’s what we did:

  • Restructured her LLC into an S-Corp for significant self-employment tax savings
  • Created a quarterly estimated tax plan based on real income, not guesses
  • Helped her take advantage of home office, vehicle, and depreciation deductions
  • Tied in a retirement contribution strategy to boost her long-term savings

Total tax savings in year one: $28,460. But the real win? Angela says she finally feels in control—and no longer dreads tax season.

Why Straight Talk CPAs?

Tax laws change fast. Credits come and go. Deductions evolve. Doing it all yourself? That’s a part-time job at best—and a full-time risk at worst.

Here’s what we bring to the table:

  • Real-time tax forecasting and planning tools
  • Deep understanding of Kentucky tax codes and local incentives
  • Personalized, practical advice that aligns with your business stage
  • Virtual accessibility with responsive, human-first service

We make tax planning feel like a conversation—not a chore.

FAQs

  • When should I start tax planning?

    Now. The earlier we start, the more tools we have to reduce your tax bill. Waiting until filing season limits what we can do.

  • Do you understand Kentucky-specific tax rules?

    Absolutely. We know the state credits, local incentives, and industry-specific opportunities that can make a big difference.

  • Can you help if I have multiple businesses or rental properties?

    Yes. We specialize in complex setups and will ensure everything is structured and reported properly.

  • Are your services fully virtual?

    Yes! We serve clients throughout Louisville and beyond—securely and conveniently—via video calls, cloud tools, and shared platforms.

  • What’s your pricing like?

    We offer flat-rate, custom packages. No surprise fees—just clear, straightforward pricing and solid value.