2020 Tax Season

2020 Tax Season

2020 Tax Season is here!! What do you think of when you hear the word or think of your tax return? Do you think of taking a vacation with your tax refund? Do you suddenly remember your New Year’s Resolution from 2019 about being more organized and realize you failed?...
2020 Tax Considerations

2020 Tax Considerations

As we bring in a new year… And a new decade, this new year seems a little bigger than others. A new year often brings emotions of reflection, challenges, successes and opportunities to start fresh. At Root, we have seen many changes and challenges this past year...
You have to Incorporate

You have to Incorporate

You started a new business, congratulations! Everyone around you is now an expert advisor telling you that you need to do this that or the other. For some reason, we value this person’s opinion and take it whole heartedly. If we do question what he says we turn to...
What is up with the Economy!?

What is up with the Economy!?

Everyday you can find an article highlighting facts that support the economy is poised to skyrocket, tank or anything in-between, so what does it mean? What should you do with your money? Probably not what you expect. Here are a few stats about the U.S. economy:...
Tax Red Flags: Easing Your Concerns

Tax Red Flags: Easing Your Concerns

I hate red flags! Just talking about them makes my skin crawl. It happens all too often when I meet with a new client. First, we begin discussing their past tax returns and their income streams. Then, we go over their deductions and changes that were made during the...