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Tax Preparation & Planning

Preparing and planning for taxes is often a stressful and complicated endeavor for most people. Take the stress out of tax time.

These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

Why work with an Enrolled Agent? Partnering with a financial professional like an Enrolled Agent is about more than just making sure that your taxes are done correctly. It's about making sure that you're taking the steps necessary today to guarantee a better, more prosperous financial tomorrow — whether you're talking about your personal finances or your business finances or a little bit of both at the same time.

At Rae's Accounting, LLC, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

Tax planning and education are essential to helping you successfully and legally reduce the amount of your tax liabilities.

In addition to making sure that your business is tax compliant, we also can suggest tax saving strategies that will maximize your after-tax income.

We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We'll also assist you with tax planning by:

  • helping you to defer income so that you can save money now and pay less taxes in the future
  • lower taxes on your income so that you can keep more of your earnings
  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
  • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more
If you own a small business in Apollo Beach or need help with individual taxes, working with a professional tax planning service can help save you more money. Rae's Accounting, LLC offers the expertise that you need to save on your taxes at affordable prices.

Our Tax Preparation Services Include:

Rae's Accounting, LLC can also help with our extensive tax planning services.
  • Individual Tax Preparation
  • Business Tax Return Preparation
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups

Here are some resources to help you learn more about Florida taxes:

If you'd like to receive more information about our Apollo Beach tax preparation and planning services, please call us at (813) 540-1040 or contact us.


Have Questions? Call us at (813) 540-1040 and let us show you how our expertise can save you in the long run

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PO Box 3522, Apollo Beach, Fl 33572


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