Lexington Tax Preparation Services
Strategic, Accurate Tax Support for Lexington’s Healthcare Workforce, University Employees, Contractors, Horse Industry Professionals, Investors & Remote Workers
Lexington’s economy is built on one of the most unique combinations in the country — healthcare systems, the University of Kentucky, equine and horse-farm industries, corporate professionals, contractors, biotech workers, investors, and remote employees. Because of this mix, Lexington residents face multi-layered tax scenarios requiring precision, not simplicity.
Lexington taxpayers frequently juggle:
- University of Kentucky (UK) employee W-2s
- Healthcare income with shift differentials
- Horse industry or equine-related earnings
- Contractor/1099 trade income
- Multiple W-2 jobs for dual-income families
- STR/LTR rentals across Fayette County
- Capital gains from Lexington’s appreciating housing market
- Remote-worker W-2 errors from out-of-state employers
- Stock compensation (RSU/ESPP/ISO)
- K-1 partnership income
- Agriculture-related deductions
- IRS notices from improper filings
- Pension + SSA planning
Lexington’s economic ecosystem includes:
- UK healthcare staff
- University faculty & administrative staff
- Equine industry workers (trainers, grooms, farm income)
- Contractors & trades
- Small business owners
- Real estate investors
- Remote workers in tech/finance
- Government & nonprofit employees
- High-income professional households
- Retirees
Lexington taxpayers need strong Kentucky state strategy, rental analysis, industry-specific handling, and multi-income planning.
Why Lexington Residents Choose Our Tax Preparation Firm
- UK employee & healthcare wage structure mastery
- Equine industry income classification (farm + horse business)
- STR/LTR rental depreciation accuracy
- Contractor & trade deduction maximization
- Stock compensation correction for remote workers
- IRS notices, audits & amended returns
- Multi-income household optimization
- Full bookkeeping cleanup for businesses
- Transparent flat-rate pricing
- MERNA™ long-term multi-year planning included
Tax Preparation Services for Individuals in Lexington
We support:
- Healthcare workers (UKHC, Baptist Health, CHI)
- University of Kentucky faculty & staff
- Contractors & skilled trades
- Equine industry employees
- Remote workers
- Real estate investors
- High-income families
- Educators & nonprofit workers
- K-1 partners
- Retirees & veterans
Individual services include:
- Federal + Kentucky filing
- STR/LTR rental depreciation schedules
- Stock compensation reporting
- Capital gains optimization
- IRS notices & amended returns
- Contractor/1099 deduction strategy
- Multi-W-2 household planning
- K-1 partnership reconciliation
- Pension + SSA timing
- Estimated tax planning
- MERNA™ long-term strategy
Lexington residents benefit most from equine income classification + rental depreciation + remote-worker corrections + contractor optimization.
Tax Preparation Services for Lexington Business Owners
Lexington’s business network includes:
- Horse farms & equine services
- Medical & wellness clinics
- Restaurants, retail & service businesses
- Construction & trades
- Real estate LLCs
- Professional services
- Consultants & freelancers
- E-commerce brands
- Multi-LLC entrepreneurs
Business services include:
- S-Corp, LLC, C-Corp & partnership returns
- Bookkeeping cleanup
- Payroll setup & compliance
- Multi-entity bookkeeping
- Agriculture & farm income classification
- Depreciation schedules
- Quarterly forecasting
- KY multi-county compliance
- Audit-ready financials
- MERNA™ entity optimization
We help Lexington businesses remain compliant, profitable & structured for scale.
What Sets Our Lexington Tax Preparers Apart
Lexington taxpayers often deal with:
- University W-2 complexity
- Hospital shift pay and differentials
- Equine & farm income
- STR/LTR depreciation
- Contractor deductions
- Wrong-state withholding from remote employers
- Capital gains from Lexington property
- Multi-income household strategy
- Pension + SSA timing
- K-1 distributions
- IRS notices
We understand:
- UK employee classification
- Horse industry tax rules
- Rental depreciation for Lexington-area properties
- Contractor tool, mileage, and material deductions
- Agriculture income optimization
- Entity structure for equine businesses
We optimize the full financial picture, not just the return.
Areas We Serve Across Lexington & Fayette County
Lexington
Chevy Chase
Beaumont
Hamburg
Masterson Station
Kenwick
Tates Creek
South Lexington
North Lexington
Athens
Nicholasville (adjacent)
What Lexington Clients Say
Case Study — Lexington, KY
Client: K.T. — UK Nurse + Contractor Spouse + Horse Farm Rental
Mix: Healthcare W-2 + 1099 contracting + farm rental income
Problem
- Farm/rental depreciation missing
- Contractor deductions incomplete
- Multi-W-2 household misaligned
- IRS notice for prior-year filing
- Stock comp from remote employer misclassified
- Built depreciation schedules for rental + farm
- Documented contractor deductions
- Optimized dual-income household structure
- Resolved IRS notice
- Corrected stock compensation reporting
- Applied MERNA™ multi-year strategy
Result:
$6,980 saved in the first year, from depreciation + contractor optimization + multi-income planning.