About Roberts CPA Group

“Exciting” may not be the first word that comes to mind when considering your accounting needs, but here at Roberts CPA Group, we aim to change that. To our qualified Louisville, KY CPA firm, accounting is exciting and not just because we love crunching numbers. We view accounting differently than most – as an opportunity to join forces with small business owners just like you so that we can use our skills to help your business grow.

We listen to and get to know each client so that we can curate services that meet their immediate needs and lay a foundation for their future. As an experienced CPA firm, we know that situations can change quickly. When those changes occur, we’ll be here for you, whether you’re a business or an individual. We are excited to join you on the journey as you make strategic financial decisions for now and set long-term goals for future growth. Your growth is our growth, so we take your business personally, and we do it with personality.

Financial advisors and accountants are often two of the most trusted professionals in one’s financial life.

At Lifetime Wealth Design and Roberts CPA Group, we have combined both aspects with the goal of service as a one-stop resource for tax services, accounting support, and financial services. Clients come to us valuing our tax expertise and planning perspective and put their trust in us to serve them honestly and individually. By integrating our tax, accounting, and financial services, we strive to simplify our clients’ lives and help them create and execute a plan to guide them toward their goals.

We offer you personalized care and objective guidance along your financial path. Take the first step today by contacting us to schedule a complimentary consultation.


Kevin Roberts, CPA

Kevin Roberts, CPA, graduated from Georgetown College (Ky) in 1993 with a BS in Accounting and Finance and earned his MBA from the University of Louisville in 2002. He has been licensed as a Certified Public Accountant in Kentucky since 1996.

Kevin's career trajectory is a testament to his expertise and adaptability. He began his journey with a small Louisville firm, where he spent two formative years. He then transitioned to one of the largest firms in Louisville, broadening his horizons by providing accounting, tax, and consulting services to a diverse clientele of small businesses and individuals in the Louisville area. Since 2008, he has successfully owned and operated his own accounting firm, further specializing in providing services to small businesses and individuals.

Kevin's commitment to his profession is evident in his long-standing membership with the American Institute of Certified Public Accountants, which he has maintained for over 15 years. His dedication to staying at the forefront of his field is further demonstrated by his certification as a Tax Planner and his membership with the American Institute of Certified Tax Planners.

Along the way and outside his accounting firm, Kevin has earned a specialization in real estate operations and investing both on the investor and service provider sides. Additionally, he operates Lifetime Wealth Design, LLC, a wealth management firm that provides services to businesses implementing specialized tax planning strategies and retirement plan setup and operation for small businesses. He is an entrepreneur who started Abundant Heritage LLC, a franchisee organization that operates multiple Scooter’s Coffee franchises in central Kentucky.

 

Learn More about Roberts CPA Group

For quality accounting services from a team of experienced, solution-driven professionals who are ready to listen to you, call us at 502-426-0000 now and request a consultation to get started.