Consulting & Planning

We love to make your dreams come true. As we establish rooted relationships with our clients, we seek to find opportunities where we can help you achieve your goals.

Whether expanding your business, adding employees, looking to establish best practices or any number of other challenges you see in your business, we can help you through them.


Business Succession

At some point every business owner will need to plan their exit. You may be 30 looking for an early retirement or 80 looking to work just a tad bit less, but it happens to everyone. Let us come along side you, understand your wishes and goals and help you develop a plan for the legacy you have created.


Trust & Estate Planning

Death is never convenient, but everyone should have a plan. Whether you want to pass your estate to generations of unknown heirs or your spouse, we work to understand your wishes, your plan and make it happen.

About Root

Root is passionate about helping you achieve success by providing uncomplicated, friendly tax help and consulting throughout the year. Whether you are a looking to become an entrepreneur, have a desire to take your business to the next level or want to know how buying a house affects your tax liability, you will receive personalized accounting and advisory services that let you do what you love.