Biography

Kevin Roberts is an entrepreneur in the financial services industry and a Certified Public Accountant operating a wealth management and CPA firm in the Louisville, Kentucky area. As an experienced CPA for 18 years, Kevin educates clients about strategies regarding their belief and utilization of money
combining tax strategies with wealth preservation strategies. Kevin understands that the greatest inhibitor to wealth creation and wealth preservation is taxes. He is more than a tax preparer; he is a partner in your wealth preservation and wealth creation stages of your life.
As a Certified Public Accountant, Kevin is tasked by clients to consult about new businesses and provide advice on entity formation. He understands that small business creation is the backbone of the American dream for thousands of Americans starting their own business every day.
Kevin grew up in the almost-mountains of eastern Kentucky playing any sport centering around an orange ball that was to be thrown through a metal hoop. Attending Georgetown College in Georgetown, KY, Kevin graduated with honors with a dual degree in accounting and finance. Kevin was one of the rare breed that knew what he wanted to be when he grew up…he wanted to work with money and become a CPA since the ripe old age of 14.
Kevin currently operates Roberts CPA Group PSC, Discount Tax Centers LLC and Lifetime Wealth Design LLC out of offices located in Louisville, LaGrange and Versailles in Kentucky. The combined operation currently serves about 1,300 individual clients and 200 business clients, providing a high level of tax preparation, planning and financial services, and educating clients about the utilization of money and wealth preservation.
Kevin resides in Oldham County with his wife of 20 years, Jennifer, and is the proud father of Alexis, 17 and Harrison, 15.
Kevin can be reached via office phone at: 502-426-0000, via email at: [email protected] cpa.com or online at either: www.Roberts-CPA.com or www.SmartMoneyCPA.com