Business Details
6 Years
experience
Trusted Accounting & 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 business advisory solutions tailored to individuals and businesses. With decades of collective experience, we focus on minimizing tax liabilities, improving business efficiency, and providing proactive guidance for life's major financial events.Our practice is built on a foundation of service excellence, leveraging ongoing tax law changes to deliver creative solutions for complex financial challenges. We serve clients across Louisville and surrounding areas, offering a free initial consultation to discuss customized strategies for financial security.
Services
Tax Planning
Bookkeeping
Payroll Services
Business Consulting
QuickBooks Support
Estate Tax Planning
SBA Loan Assistance
Details
- Year established: 2020
Highlights and features
- We offer certified professionals with decades of combined accounting experience
- Our personalized approach combines large-firm expertise with small-firm attention
- We guarantee proactive tax planning to minimize liabilities through legal strategies
- Our team provides year-round financial guidance for life's major milestones
- We maintain transparent communication with no hidden fees or surprises
What people say
Expert tax planning
Professional staff
Personalized service
Effective solutions
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic timing of deductions and income deferral. We implement current tax law changes to optimize financial positions while preparing for major life events like retirement or business transitions. Our certified professionals provide year-round guidance to ensure compliance and maximize savings.
Bookkeeping
We maintain accurate financial records through comprehensive bookkeeping services that track income, expenses, and cash flow. Our system ensures businesses maintain organized records for tax preparation and decision-making. Real-time financial reporting helps clients monitor business performance and identify growth opportunities.
Business Consulting
Our business consulting services analyze operations to improve efficiency and profitability. We provide managerial accounting insights, cash flow analysis, and strategic planning for acquisitions or expansions. Clients receive tailored recommendations to strengthen financial foundations and achieve long-term objectives.
QuickBooks Support
We offer QuickBooks implementation and training to streamline accounting processes. Our experts configure software for optimal financial tracking and train staff on efficient usage. This service improves accuracy in payroll processing, invoicing, and financial reporting for small to mid-sized businesses.
Estate Tax Planning
Our estate tax planning services help clients preserve wealth through strategic asset distribution. We work with estates and trusts to minimize tax exposure while ensuring compliance with inheritance regulations. Comprehensive planning includes succession strategies for family-owned businesses and high-net-worth individuals.
People
Glenn F. Curry
EA, MBA
Certified Enrolled Agent with advanced business education specializing in tax strategy and financial planning. Over 20 years of experience helping clients navigate complex tax codes and optimize financial outcomes.
Jeffery N. Drake
CPA, MBA
Licensed Certified Public Accountant with dual expertise in accounting and business management. Focuses on corporate tax solutions and strategic business consulting for growing organizations in Louisville and surrounding areas.
Daniel E. Small
CPA
Experienced Certified Public Accountant providing comprehensive accounting services. Specializes in financial statement preparation, tax compliance, and advisory services for individuals and small businesses across multiple industries.
Tricia Wood
Financial Consultant
Dedicated financial consultant offering personalized guidance for individual clients. Focuses on life-stage financial planning, retirement strategies, and tax-efficient investment approaches tailored to personal circumstances.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, cash flow analysis, and business tax planning services tailored to small business needs.
Do you help with personal tax planning for individuals?
Yes, we offer comprehensive tax planning for individuals including retirement planning, major life event tax strategies, and investment tax optimization.
Can you assist with QuickBooks implementation?
Our team provides QuickBooks setup, training, and ongoing support to help businesses efficiently manage their accounting operations and financial reporting.
What sets your firm apart from other accountants?
We combine large-firm expertise with personalized attention, offering certified professionals who focus on long-term financial partnerships rather than transactional relationships.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss your financial goals and determine how our services can help achieve them.
