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MAXIMIZING YOUR PROFITS

MINIMIZING YOUR TAX BURDEN

PROFESSIONAL TAX MAINTENANCE SERVICES

Tax preparation and planning can be a complex and time-consuming task for many business owners. At Rae's Accounting, we understand the importance of staying on top of your finances all year round. That's why Rae's Accounting is here to make tax time a stress-free experience. Our firm works exclusively with clients who are committed to ongoing tax planning throughout the year. We don’t just file your returns—we develop strategies to help you legally minimize your tax liability.

As an Enrolled Agent, Certified Tax Planning Coach, and Profit Professional, Agent Rae brings the expertise you need to optimize your business finances. Partnering with a qualified financial professional like an Enrolled Agent means more than just accurate tax filings; it means you're taking proactive steps to ensure your financial success.

With Rae’s Accounting, you’ll gain a trusted partner dedicated to helping you achieve financial clarity and confidence. Our tailored approach means that we’re with you every step of the way, providing insights to navigate tax regulations, identify growth opportunities, and maximize your business’s profitability. Whether it’s advising on tax-saving strategies or offering year-round support for financial decisions, Rae’s Accounting ensures your business is set up to thrive—no matter the season. Let’s take tax planning off your to-do list and make financial success a priority together! 

Maintenance Plans - Frequently Asked Questions

Tax laws, regulations, and your business goals are constantly evolving. A maintenance plan keeps your strategy current and ensures that we proactively respond to changes throughout the year, maximizing your tax savings and supporting your financial objectives.

  • Our goal is for your maintenance plan to pay for itself in tax savings and financial peace of mind. Clients who engage in proactive tax management often see returns in the form of:

    • Lower tax liabilities through timely deductions and credits

    • Better cash flow with optimized withholding and estimated payments

    • Long-term wealth-building through strategic tax guidance

MAKE CONTACT

Provide Financial Documents

BRIEF MEETING

To confirm we are a good match

SCHEDULE A FOLLOW-UP

Two weeks out with a tax plan

READY?

READY TO GET STARTED?

Find out why we're different!

Our Mission

At Rae’s Accounting, my mission is to bring clarity and calm to financial chaos, empowering business owners to understand their numbers, grow sustainably, and keep more of what they earn. With a spirit of graceful resilience and a dash of humor, I guide my clients from confusion to confidence—offering strategic tax planning, year-round support, and peace of mind every step of the way. My purpose is simple: to help entrepreneurs thrive—in business and in life—by making smart financial decisions that fuel long-term success.
Learn More About Us Here.