RA Tax and Accounting

What RA Tax and Accounting does

RA Tax and Accounting, Inc. is a privately held, family-owned tax preparation and accounting firm headquartered at 8877 Bourgade Street in Lenexa, Kansas (Johnson County), where it has operated continuously since November 1999. The firm provides a traditional professional services suite covering tax preparation, year-round tax planning, accounting, and bookkeeping for individuals, small businesses, and multi-state corporations, with a stated specialization in contracting companies and home services industries (HVAC, plumbing, electrical). A core differentiator is the combination of full-time CPA staffing (versus seasonal or part-time support) and deep expertise in QuickBooks and Aptora 360 (Total Office Manager) software optimization, including training and cleanup services tailored to field-service operators. The firm also markets R&D tax credit assistance, audit risk minimization, and compliance with current tax law through a continuing-education-heavy team.

The technology stack is conventional rather than differentiated: QuickBooks and Aptora 360 as core accounting platforms, supplemented by a client portal for document access, payment processing, and appointment scheduling. Content assets include an active blog authored by principals James R. Leichter (Majority Shareholder, also known as "Mr. HVAC") and Kayla M. Pham (Administrator), a newsletter, and an extensive client library of articles, guides, white papers, on-demand videos, FAQs, and financial calculators. Marketing channels are limited to organic LinkedIn and Facebook presence plus content marketing and direct client referrals; no paid acquisition, partners, or reseller channels are indicated. Pricing is quote-based and not publicly disclosed.

Revenue mechanics are professional services engagement-based across three streams: (1) tax preparation for individuals, small businesses, and multi-state corporations; (2) accounting and bookkeeping for small businesses; and (3) software training and support for QuickBooks and Aptora 360. The go-to-market motion is sales-led with a strong referral layer, leveraging locally trusted brand reputation built over 25+ years in the Kansas City area. Revenue figures, headcount specifics within the 1-10 employee range, and any funding or institutional ownership are not publicly disclosed; the firm appears bootstrapped and founder-controlled, with Leichter as majority shareholder.

Name

RA Tax and Accounting

Legal name

RA Tax and Accounting, Inc.

Website

https://rataxandaccounting.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

RA Tax and Accounting is a family-owned, Lenexa, Kansas-based CPA firm providing tax preparation, year-round tax planning, accounting, bookkeeping, and QuickBooks and Aptora 360 software support to individuals, small businesses, and multi-state corporations, with specialization in contracting, HVAC, plumbing, electrical, and home services industries.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Small business tax planning
• QuickBooks support services
• Multi-state corporate tax

Headquarters

HQ city

Lenexa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals, small businesses, and multi-state corporations. Services include tax filing assistance, tax planning, and compliance with federal and state tax laws.
2. Accounting and Bookkeeping Services: Comprehensive accounting services and bookkeeping for small businesses, including financial record management and reporting.
3. Software Training and Support: QuickBooks and Aptora 360 (Total Office Manager) training and support services to help clients optimize their accounting software.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

RA Tax and Accounting is a Lenexa, Kansas-based professional services firm providing tax preparation, accounting, bookkeeping, and year-round tax planning for individuals, small businesses, and multi-state corporations. The firm is staffed by certified public accountants (CPAs) and differentiates through full-time (not seasonal) support, QuickBooks and Aptora 360 optimization/training, and specialization in contracting, HVAC, plumbing, electrical, and home services industries.

Product overview

RA Tax and Accounting is a full-service tax and accounting firm offering a unified suite of professional services centered on tax preparation and accounting. The core offering consists of tax preparation, accounting, bookkeeping, and tax planning services delivered by CPAs. The firm differentiates through specialized add-on services including QuickBooks optimization and Aptora 360 training/support, particularly tailored for small business clients in contracting, HVAC, plumbing, electrical, and home services industries. Additional offerings include a client portal for document management and payments, financial calculators, and an educational client library resource center. The firm serves individuals, small businesses, and multi-state corporations from their Lenexa, Kansas location.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services

Quantifiable outcome

• Legal tax avoidance through aggressive identification of deductions and credits
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks is a core accounting software platform that RA Tax and Accounting specializes in. The firm offers QuickBooks optimization, cleanup, and fix services, as well as QuickBooks training and support for clients.
• Aptora 360 (Total Office Manager)coreTechnology or IntegrationAptora 360 (Total Office Manager/TOM) is an accounting software platform the firm supports and provides training on, particularly relevant for field service businesses in HVAC, plumbing, and electrical industries.
• IRS (Internal Revenue Service)coreOthersThe IRS is the federal agency responsible for tax collection and enforcement. RA Tax and Accounting serves as an authorized tax professional providing compliance services and filing tax returns on behalf of clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Major U.S. accounting and advisory firm with significant tax practice. Competes for larger small-business and mid-market clients in the same Kansas City regional market.
• KPMG US: Big Four accounting and tax firm serving large multi-state corporations. Overlaps with RA Tax only in multi-state corporate tax compliance but represents the broader incumbent landscape for accounting services.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with strong regional and middle-market presence. Provides tax, accounting, and advisory services overlapping with RA Tax's small-business offerings at a larger scale.

Others

• Intuit: Provider of QuickBooks and TurboTax — both core to RA Tax's service stack. Functions as an enabling/competing technology platform: RA Tax is a QuickBooks ProAdvisor and Aptora partner, while Intuit's DIY products also compete with RA Tax's paid preparation services.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for small businesses. Targets the same SMB client segment RA Tax serves, with a software-plus-service model that pressures traditional CPA firms on price and speed.
• Bench: Tech-enabled bookkeeping service for small businesses combining software with dedicated bookkeepers. Directly competes with RA Tax's bookkeeping and accounting services on automation and pricing.
• Botkeeper: AI-driven bookkeeping service for accounting firms and SMBs. Targets the same bookkeeping workflow that RA Tax performs manually using QuickBooks, and represents a substitution threat to traditional small-firm services.

Direct peers

• Jackson Hewitt: National retail tax preparation chain competing for the same individual filer and small-business client base. Direct overlap in core tax prep services.
• H&R Block: National tax preparation chain headquartered in Kansas City, MO. Directly competes with RA Tax for individual and small-business tax clients in the same metro, with overlapping services (DIY software, in-person prep, professional services).
• Liberty Tax: Franchise-based tax preparation brand serving individual taxpayers and small businesses. Competes head-to-head in tax preparation and basic bookkeeping services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/rataxandaccountingservices
• LinkedInlinkedin.com/company/ra-tax-accounting-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RA Tax and Accounting