Monday–Thursday 9:00 a.m.–4:30 p.m. · Friday hours vary
Tax & financial services · Louisville, KY
Imagine an accounting firm that prepares your taxes while also teaching and empowering you to grow your business to places you never dreamed possible. That’s the team at Associates in Accounting, CPA.
Our promise
Our experienced CPAs and accounting professionals want to partner with you to remove your financial hassles, enabling you to do what you love.
Create personal relationships to fully understand your needs and goals.
Customize our services to your unique situation.
Address past and present tax and financial needs to help plan your future.
Provide consistent communication and year-round accessibility.
Educate and provide information to explain what we do and why we do it.
Work with you as a team to provide the highest quality service.
Services
Cost-effective preparation that streamlines your data and takes the hassle out of the tax cycle — plus planning during the year, and an advocate in your corner with the IRS.
Bookkeeping at your office through remote access or off-site at ours, payroll every pay period or after the fact, and software your team actually knows how to use.
Business goals that reflect the owners’ personal goals — from starting or fine-tuning a business to how key people are paid and how it eventually changes hands.
A financial blueprint unique to your needs — budgeting, retirement timing and tax consequences, and plans that help owners save and reward long-time staff.
How we plan
Tax planning can’t be done in a vacuum. Chasing a lower bill “at all costs” can work against your company’s goals — so we build the plan from the ground up, one layer at a time.
Part 1 · Structure
Many businesses aren’t set up as tax-efficiently as they could be. Fortunately, this can often be corrected.
Part 2 · Owner pay
For most owners it’s a combination of compensation, fringe benefits and profit distributions — and the mix can greatly affect the taxes the business and its owners pay.
Part 3 · Deductions
Many businesses aren’t aware of everything that can be deducted. We review every expense to make sure all of them are being deducted and the “soft expenses” aren’t missed.
Part 4 · Techniques
Retirement and other benefit plans, perks for owners and credit programs can make tax payments smaller — always in line with your company’s goals, so the tail never wags the dog.
“Knowing your results before the year ends is an excellent goal.”
Meet our team
You’ll work with people who know your file — partners and client managers who build a personal relationship with your business, backed by accountants, processors and client excellence coordinators.
Partner
Partner
Partner
Partner, Operations Manager
Partner, Business Manager
Partner
Kerry BeachClient Manager 
T. Greg Clark, MAMarketing and Sales Director 
Emily GabeleClient Excellence Coordinator, Assistant Operations Manager 
Jarrod HayesClient Excellence Coordinator 
Kimba JohannigmeierClient Excellence Coordinator 
Allison Pique’Client Manager 
Julie ShirleyProcessor 
Heidi ThorneClient Excellence Coordinator 
Debbie ThornsberryClient Excellence Coordinator Resources
We promise to educate — and explain what we do and why we do it. Start with these.
How long to keep tax and financial records — and what you can safely shred.
Download the guide Free PDF guideGot a letter from the IRS or the state? What it means and what to do next.
Download the guide Free PDF guideGet set up in the client portal to send documents and receive your finished returns.
Download the guideReceive your tax returns as soon as they’re completed. View, print and save your documents anywhere you have internet access.
Client Portal sign-inQuestions
Don’t see yours? Call the office — we’re glad to talk it through.
Call (502) 451-8678It depends. Every business needs a way to keep score — accurate books, filed taxes and a clear view of profit. Owners who want to pay less tax and run more efficiently benefit most from a CPA firm that focuses on small businesses and is consultative in nature, which is how we work.
Four parts: evaluate your business structure for tax efficiency, review how the owners receive benefit (compensation, fringe benefits and profit distributions), review deductions including “soft expenses,” and add tax planning techniques such as retirement and benefit plans, owner perks and credit programs.
Tax preparation, tax planning, IRS representation, bookkeeping, payroll, software consulting, financial statement preparation, strategic, business, succession and compensation planning, retirement planning and plan administration, financial counseling and budgeting, and personal financial planning.
Yes. We provide IRS representation as an advocate for our clients and take their place at many of the necessary meetings with IRS officials. Our free Government Letters Guide is a good first read when a notice arrives.
Yes. We can keep your books at your office through remote access, or off-site at our office — whichever works best for your business.
Through our secure client portal. You receive your tax returns as soon as they’re completed and can view, print and save your documents anywhere you have internet access.
Free discovery session
Tell us about your business, your taxes and your goals. We’ll show you how we can help — no cost, no obligation.
9405 Mill Brook Road, Suite 102, Louisville, KY 40223
Monday–Thursday 9:00 a.m.–4:30 p.m. · Friday hours vary
