Rebecca Pace, Social Security Planning Consultant
Rebecca Pace
CPA, Medicare Agent, R Pace Tax Service, LLC
Professional Profile
Rebecca Pace is a highly respected CPA and licensed Medicare agent with nearly 40 years of experience at R Pace Tax Service, LLC in Ohio. She is dedicated to alleviating the tax-related stress of her clients by providing expert guidance that minimizes their tax bills and eases tax anxiety. Specializing in individual, trust, and estate income tax returns, Rebecca has earned a reputation for her meticulous approach and deep understanding of complex tax issues.
In addition to her tax expertise, Rebecca is well-versed in optimizing Social Security claiming strategies, essential for ensuring financial security in retirement. She also offers insightful advice on Medicare insurance options, making her a valuable resource for clients navigating their healthcare and financial futures. Her commitment to her clients is reflected in her personal approach, where she takes the time to understand their unique needs and goals.
Rebecca Pace has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
A member of the Board of the Chamber Music Network of Greater Cincinnati and the Adams County Travel and Visitors Bureau, Rebecca is deeply rooted in her community. When she’s not assisting clients, she enjoys her country retreat home near West Union, Ohio, where her friendly Australian Shepherd, Toby, welcomes visitors to her home office. Trust Rebecca Pace to be your reliable and knowledgeable partner for tax, Medicare, and Social Security advice, and experience peace of mind for your financial future.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.