TAX RETURN PREPARATION
There are various tax laws and regulations that must be taken into account within your plan, and these regulations can become even more complex as your career progresses and in retirement. To help you avoid the confusion and hassle of filing your taxes and navigating ever-changing regulations, RAA offers tax return preparation and guidance1 as part of our financial planning services.
Our tax team is led by Kristi Cherry, a Certified Public Accountant with a history of working with the airline community. With extensive experience in the tax industry, Kristi and her team can prepare your annual tax return, as well as guide you through federal and state tax issues, estate tax consequences, navigating the many changes under the Tax Cuts and Jobs Act, and more. She offers an individualized approach tailored to your unique tax and financial situation and will make sure that your return is filed accurately while utilizing any tax advantages available to you. She can also prepare business, trust, and partnership returns.
In addition to preparing your annual return, Kristi works closely with your Relationship Manager to create a complete tax plan to discover opportunities and plan for life’s future events, such as upgrades, retirement, changes in marital status, and many other considerations.
This level of collaboration creates a truly comprehensive view of your financial future, ensuring every possible tax strategy is utilized and that you are prepared for any changes in regulations, your career, or your goals.
1RAA is not a CPA firm, meaning we cannot offer non-related tax services such as bookkeeping services, business financial statement preparation, nor auditing services.
Request a Tax Considerations Checklist
Are you confident that you or your CPA have checked all the boxes when it comes to your tax-related needs, your life events, and possible opportunities to reduce your tax liability? Download the Tax Considerations Checklist to see which items are important to consider in your tax and financial plan and what you may be missing.