Rae’s Services

πŸ“Š Tax Services

  • Personal & Business Tax Preparation

  • IRS Amendments (1040-X Corrections)

  • Prior-Year Filing

  • Reimbursement for penalties & interest

πŸ’³ Credit & Debt Solutions

  • Credit Repair

  • Dispute Support & Rebuilding Plans

  • Debt Restructuring & Payoff Strategy

🏦 Loan & Grant Support

  • Personal Loan Application Assistance

  • Business Loans & Micro-Grant Packaging

  • Government Grant Guidance

πŸ“ˆ Investment & Growth Guidance

  • Intro to Budgeting & Investment Basics

  • Portfolio Strategy Referrals (Non-Advisory)

  • Retirement Account Setup Support

  • Real Estate

🏠 Mortgage & Homeowner Prep

  • Full Application Package Support (W2s, Letters, Docs)

  • Rent-to-Own & First-Time Buyer Coaching

  • Net Income & DTI Review

  • Support for FHA/VA/Second Mortgage Readiness

πŸ“‚ Estate & Legal Document Preparation

  • Will & Trust Drafting Support

  • Power of Attorney & Advance Directive Templates

  • Affidavits & Statement Letters (for family, property, etc.)

  • Document Prep for Legal Aid or Court Filing

πŸ“‹ Business & Branding Essentials

  • DBA & LLC Setup Assistance

  • EIN, Operating Agreement & IRS Setup

  • Basic P&L Statements for Self-Employed

  • Invoicing Templates & Grant/Loan Docs

πŸ—οΈ Property Hosting & Rental Prep Services

  • Airbnb Setup & Hosting Guidance

  • Rental Pricing Strategy & Market Research

  • Tenant Screening Sup