Business Details
6 Years
experience
Trusted Accounting and Tax Services in Louisville, KY
At Curry Drake & Associates, we combine large firm expertise with personalized attention to help clients maximize net worth through strategic financial planning. Our team of certified professionals specializes in tax consulting, accounting services, and wealth management, focusing on minimizing tax liabilities while improving business efficiency. With decades of combined experience, we provide tailored solutions for individuals and businesses, leveraging our deep understanding of evolving tax laws to deliver actionable insights.Our practice is built on a foundation of service excellence, ensuring clients receive proactive guidance for both immediate needs and long-term financial goals. We pride ourselves on being a trusted partner in navigating complex financial landscapes, offering transparent communication and results-driven strategies.
Services
Tax Planning
Bookkeeping
Payroll Services
Business Formation
SBA Loan Assistance
Cash Flow Analysis
Quickbooks Consulting
Estate Tax Planning
Corporate Tax Filing
Nonprofit Accounting
Details
- Year established: 2020
Highlights and features
- We offer large firm experience with personalized small firm attention.
- Our team includes certified professionals with EA, CPA, and MBA credentials.
- We specialize in minimizing tax liabilities through proactive planning.
- We provide tailored solutions for unique financial life events and business needs.
- Our practice is built on decades of combined experience in tax law changes.
Services
Tax Planning
Our tax planning services help individuals and businesses strategically manage financial decisions to minimize tax liabilities. We analyze income streams, deductions, and life events to create customized plans that align with long-term goals. By staying ahead of tax law changes, we ensure clients maximize savings while maintaining compliance.
Bookkeeping
We provide comprehensive bookkeeping solutions to maintain accurate financial records for businesses. Our services include transaction tracking, account reconciliation, and financial reporting. This foundational service ensures businesses have reliable data for decision-making and tax preparation while saving time for core operations.
Business Formation
Our business formation guidance helps entrepreneurs establish companies with optimal structures for tax efficiency and growth. We assist with entity selection, registration processes, and initial financial planning. This service ensures new businesses start with a solid foundation for compliance and long-term financial success.
SBA Loan Assistance
We help businesses navigate SBA loan applications and financial requirements. Our assistance includes preparing documentation, analyzing repayment strategies, and ensuring compliance with program guidelines. This service enables clients to access critical funding while maintaining financial stability throughout the loan lifecycle.
Cash Flow Analysis
Our cash flow analysis services identify patterns and opportunities to improve business liquidity. We examine income and expenses to create actionable recommendations for better financial management. This service helps businesses maintain operational stability and plan for growth through improved capital allocation.
People
Glenn F. Curry
EA, MBA
Certified Enrolled Agent with an MBA specializing in tax strategy and business consulting. Over 20 years of experience helping clients navigate complex tax regulations and financial planning.
Jeffery N. Drake
CPA, MBA
Licensed Certified Public Accountant with dual expertise in accounting and business management. Focuses on corporate tax solutions and financial advisory services for growing businesses.
Daniel E. Small
CPA
Experienced Certified Public Accountant specializing in individual tax planning and nonprofit organization accounting. Provides strategic guidance for personal financial security and organizational compliance.
Tricia Wood
Financial Consultant
Dedicated financial consultant offering personalized solutions for individual clients. Expertise in life event tax planning and family financial strategy development.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and business advisory services tailored to small business needs.
How can you help reduce my tax liability?
Through strategic tax planning, we identify deductions, optimize timing of income/expenses, and apply current tax law changes to minimize liabilities.
Do you work with both individuals and businesses?
Yes, we serve both individuals for personal tax planning and businesses for comprehensive accounting solutions.
What makes your firm different from other accountants?
We combine large firm expertise with personalized attention, offering certified professionals and customized financial strategies.
Can you assist with business startup processes?
Yes, we guide entity selection, registration, and initial financial planning to establish a strong foundation for new businesses.
