Business Details
39 Years
experience
Trusted Tax and Financial Services in Dodge City
Terry M Rabe CPA has served Dodge City and surrounding areas for over four decades, providing comprehensive tax and financial services. Established in 1987, our firm specializes in tax planning and preparation, small business accounting, college and retirement planning, estate administration, and investment management. We operate as an investment advisor representative with Belpointe Wealth Management, offering clients a holistic approach to financial planning. Our methodology emphasizes proactive decision-making through scenario analysis rather than rigid static plans, treating each client's financial life as a dynamic business entity. With deep local roots and technical expertise, we deliver personalized guidance that integrates tax strategies, estate planning, investment management, and cash flow analysis.Our team prioritizes client education and transparency, helping individuals navigate complex financial landscapes with confidence. We focus on building long-term relationships by addressing both material and emotional aspects of financial decision-making. Our experience spans agricultural accounting, payroll services, and customized bookkeeping solutions for businesses. By coordinating insurance, investment products, and tax mitigation strategies, we help clients preserve wealth across generations. Our commitment to continuous client dialogue ensures adaptive strategies that evolve with changing life circumstances.
Services
Tax Planning
Financial Services
Accounting
Bookkeeping
Payroll Services
College Planning
Retirement Planning
Estate Administration
Investment Management
Agricultural Accounting
Details
- Year established: 1987
Highlights and features
- We offer over 40 years of experience in tax and financial planning
- Our firm provides personalized financial strategies tailored to client needs
- We combine tax expertise with investment management capabilities
- Our proactive planning methodology adapts to changing life circumstances
- We maintain transparent communication throughout the financial process
Services
Tax Planning
Our tax planning services help clients minimize liabilities through proactive strategies. We analyze current financial situations to develop customized plans that optimize deductions, credits, and tax-efficient investments while ensuring compliance with evolving regulations.
Financial Services
Comprehensive financial services integrate tax, estate, and investment planning. We create coordinated strategies addressing cash flow management, retirement goals, and intergenerational wealth transfer while maintaining flexibility for life's changes.
Accounting
We provide accurate financial reporting and bookkeeping solutions for businesses. Our services include general ledger maintenance, financial statement preparation, and customized accounting systems tailored to specific industry requirements and business sizes.
Estate Administration
Our estate planning services coordinate asset distribution with tax mitigation strategies. We help clients establish wills, trusts, and probate plans while integrating insurance products to protect family wealth across generations.
Investment Management
Through our affiliation with Belpointe Wealth Management, we offer professional investment management services. We create diversified portfolios aligned with risk tolerance, time horizons, and financial objectives while maintaining tax-efficient structures.
People
Terry M Rabe CPA
Certified Public Accountant
Terry M Rabe CPA established the firm in 1987 with a commitment to personalized financial guidance. As a licensed CPA and investment advisor representative, he combines technical expertise with practical business experience to help clients achieve financial security.
Questions
What services does Terry M Rabe CPA offer?
We provide tax planning and preparation, accounting, bookkeeping, payroll services, college and retirement planning, estate administration, and investment management.
How long has Terry M Rabe CPA been in business?
Our firm has served clients since May 21, 1987, with over 40 years of combined professional experience.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss your tax and financial planning needs.
Are you affiliated with any financial institutions?
We operate as investment advisor representatives with Belpointe Wealth Management for comprehensive financial solutions.
What makes your financial planning approach unique?
We focus on dynamic scenario planning rather than static documents, treating each client's finances as an evolving business entity.
Do you serve agricultural businesses?
Yes, we offer specialized accounting services for agricultural operations and rural enterprises.
