Town Branch Tax is built for Kentucky families, entrepreneurs, and growing
companies who want practical advice, responsive service, and year-round
support — not just a rushed filing come April.
Built for families, farms, professionals, and small businesses.
Whether you're filing a simple individual return or running payroll for a growing company, we have
a straightforward process and clear pricing to match.
01
Tax Preparation
Accurate, timely federal, Kentucky, and local returns — with plain-language explanations you can actually understand.
Individual & family returns (W-2, 1099, rental income)
Self-employed & Schedule C filers
Prior-year returns & amended filings
IRS and KDOR correspondence support
02
Small-Business Advisory
Practical guidance for Kentucky entrepreneurs — from choosing the right entity to keeping more of what you earn.
Business entity selection & setup
Quarterly tax planning & estimates
Deduction strategy & expense review
Annual business return preparation
03
Bookkeeping & Payroll
Reliable, organized financial records that keep you tax-ready all year and out of the weeds at filing time.
Monthly transaction categorization
Payroll processing & quarterly filings
QuickBooks setup & reconciliation
Financial reporting for owners & lenders
Lexington-rooted
Serving the Bluegrass community year-round, not just in tax season.
About Town Branch Tax
A more Kentucky take on the tax office.
We built Town Branch Tax because good tax advice shouldn't feel impersonal or rushed.
Here, you'll always reach a real person, get a straight answer, and know your finances
are in honest hands.
Locally grounded
We understand Kentucky's tax landscape — from Fayette County occupational taxes to
agriculture exemptions — because we live and work here too.
Year-round relationship
We're available when a life event changes your tax picture — not just in the spring
when it's already too late to plan.
Plain-language clarity
No jargon, no surprises. We explain what we're doing and why, so you leave
every conversation feeling more confident.
Client Reviews
What Kentucky clients are saying.
★★★★★
"Switched to Town Branch Tax after years of using a national chain. The difference is night and day — they actually explain my return line by line and answer my texts within the hour."
ML
Maria L.
Registered Nurse, Lexington
★★★★★
"As a contractor working multiple states, my taxes used to be a nightmare. Town Branch handles everything and saved me over $3,000 this year in deductions I'd been missing."
DH
Derek H.
Independent Contractor, Georgetown
★★★★★
"They set up our LLC, got us on a solid bookkeeping system, and have been by our side every quarter. If you own a small business in Kentucky, this is the team you want."
JS
Jamie & Sarah T.
Restaurant Owners, Nicholasville
FAQ
Common questions, straight answers.
Who do you work with — individuals, businesses, or both?
Both. We prepare returns for individuals, families, retirees, contractors, self-employed filers, and businesses of all sizes — including LLCs, S-corps, and partnerships.
Do you handle Kentucky local occupational taxes?
Yes. We prepare Fayette County and other Kentucky local occupational tax returns, which are often overlooked — and sometimes the source of unexpected penalties when missed.
What if I'm behind on filing or owe back taxes?
We can help. We prepare prior-year returns, help you understand your options with the IRS and KDOR, and can assist with payment plans. There's no judgment — just a plan to get you square.
How do consultations work?
Your first conversation is always free. We offer in-person meetings at our Lexington office, phone calls, and video consultations — whatever works best for your schedule.
Can you help me set up a new business?
Absolutely. We help new business owners choose the right entity (LLC, S-corp, sole proprietor), register with the state, set up payroll, and build good bookkeeping habits from day one.
What are your fees?
Fees vary by the complexity of your return and the services you need. We provide clear, upfront quotes — no hourly surprises or hidden charges. Contact us for a free estimate.
Contact
Let's talk — the first conversation is always free.
Reach out by phone, email, or use the form below to tell us a bit about your situation.