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(859) 647-9999

Tax Planning


Designed to save you money!

We are available to provide you with proactive tax advice. Our advisors will work closely with you to develop a plan to help minimize the amount of tax you pay. Our goal is to reduce our clients tax burden and increase their wealth. We accomplish this by obtaining a thorough knowledge of your tax position and proactively looking for tax reduction opportunities while ensuring compliance with all tax codes. In the unfortunate event of a tax audit, we are available to represent you. We will work hard for you to ensure a fair outcome for any audit.

“Everyone is very pleasant and helpful. Mr. Terry is beyond knowledgeable and always up to date on all the recent changes and laws.
His staff and associates are great to work with, as is the office staff up front.
I would highly recommend them to any family and friends.”
– Shaunda Dalton, BS Construction