Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Louisville, KY
Since the 1930s, Louis T. Roth & Co. PLLC has built a legacy of trust by delivering superior accounting, tax, and business consulting services rooted in creative problem-solving, industry expertise, and personalized attention. Our team of seasoned professionals understands the dynamic challenges businesses face, offering tailored solutions to enhance competitiveness through tax strategy, audit support, and advisory services. With decades of combined experience, we prioritize long-term client relationships, ensuring responsiveness, technical excellence, and partner-level involvement in every engagement.Our commitment to integrity and innovation has made us a trusted partner for businesses across industries, from startups to established enterprises. We specialize in aligning financial strategies with organizational goals, providing clarity and confidence in an ever-evolving economic landscape.
Services
Business Accounting
Tax Planning
Business Valuation
Employee Benefit Plan Audit
QuickBooks Services
Financial Consulting
Retirement Planning
Corporate Tax Preparation
Details
- Year established: 1930
Highlights and features
- We offer over 80 years of combined experience in accounting and tax advisory services.
- Our team provides personalized, partner-led client engagement for tailored solutions.
- We specialize in industry-specific expertise for healthcare, construction, and nonprofits.
- We utilize cutting-edge technology for efficient tax preparation and financial reporting.
- We guarantee proactive compliance strategies to minimize tax liabilities and regulatory risks.
Associations and certifications
- AICPA Audit Quality Center for Employee Benefit Plans
What people say
Trusted business partner
Proactive approach
Responsive team
Industry expertise
Reliable advice
Services
Business Accounting
Our business accounting services provide tailored financial reporting and management solutions to improve organizational efficiency. We offer monthly financial statements, payroll processing, and software system support for businesses of all sizes. Our team ensures accurate ledgers and compliance with regulatory requirements through hands-on controllership assistance.
Tax Planning
We deliver year-round tax planning and compliance services to minimize liabilities for businesses and individuals. Our experts monitor regulatory changes to optimize tax-saving opportunities while ensuring adherence to federal, state, and local requirements. Services include retirement planning and succession strategies.
Business Valuation
Our certified professionals provide objective business valuations for mergers, acquisitions, and legal matters. We analyze financial data and market trends to determine fair value for estate planning, shareholder agreements, and ESOP transactions with detailed, defensible reports.
Employee Benefit Plan Audit
We conduct full-scope audits for retirement and health benefit plans to ensure ERISA compliance. Our AICPA-certified team prepares IRS filings, performs compliance testing, and represents clients during government audits while maintaining fiduciary accountability.
QuickBooks Services
Our QuickBooks specialists offer setup, cleanup, and ongoing support to streamline financial operations. We train staff, reconcile accounts, and generate customized reports to improve cash flow visibility and decision-making for small to mid-sized businesses.
People
Barry J. Christensen
Managing Partner, CEO
Barry J. Christensen leads the firm as Managing Partner and CEO, bringing decades of accounting expertise and strategic leadership to client engagements.
Amy Miles
Partner
Amy Miles serves as a Partner, specializing in tax compliance and financial planning for businesses and high-net-worth individuals.
Eric L. Johnson
Partner
Eric L. Johnson, a Certified Valuation Analyst, focuses on business valuations and merger/acquisition advisory services for diverse industries.
Kelli Cooper
Partner
Kelli Cooper provides audit and consulting services, with expertise in nonprofit organizations and healthcare industry compliance.
Ron Mihaley
Partner
Ron Mihaley specializes in tax strategy and international compliance, offering tailored solutions for complex cross-border financial scenarios.
Questions
What accounting services do you offer for small businesses?
We provide monthly financial reporting, payroll processing, and QuickBooks support tailored to small business needs.
How can tax planning benefit my business year-round?
Our proactive tax planning identifies savings opportunities and ensures compliance with evolving regulations throughout the year.
Do you specialize in any industries?
We focus on healthcare, construction, real estate, manufacturing, and nonprofit organizations with dedicated expertise.
What is your approach to business valuations?
We combine financial analysis with market research to deliver accurate, defensible valuations for mergers and legal matters.
How do you handle employee benefit plan audits?
Our AICPA-certified team ensures ERISA compliance through full-scope audits and IRS filing preparation.
