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RAA TAX SERVICES

TAX SERVICES OVERVIEW

To help you avoid the confusion and hassle of filing your taxes and navigating the ever-changing IRS regulations, RAA offers tax return preparation, guidance1, and tax planning as part of our comprehensive financial planning services.

With extensive experience in the tax industry, our 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. We offer an individualized approach tailored to your unique tax and financial situation, utilizing any tax advantages available to you.

Beginning this year, RAA’s tax division will officially partner with Allworth Tax Solutions to serve you even more efficiently and comprehensively with the support of the Allworth team and resources.

The partnership we formed in 2019 with Allworth Financial allows RAA to continue to provide best-in-class service and the personalized guidance you deserve.

Request a call or an email to learn more about tax services.

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.


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. 

KRISTI CHERRY, CPA®

Tax Services Manager

Kristi joined RAA in 2017, and brings 20 years of experience in both tax and accounting to the firm. Prior to RAA, Kristi spent six years running her own CPA practice specializing in airline pilot tax returns. She also worked at a regional CPA firm, at Ernst & Young with a focus on tax services, and in industry tax accounting for one of the largest cement/aggregates companies in the US.

Kristi graduated from Delta Connection Academy’s Professional Pilot program with her commercial pilot’s license and certified flight instructor license and spent several years as a sales manager for Columbia Aircraft, Cessna Aircraft, Mooney, and Diamond Aircraft. 

She is a Certified Public Accountant, licensed in the State of Texas.

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