Passionate about helping you achieve success.
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.
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Every client is different and every tax return is different. We strive to understand you, your business and how you can keep more of your money.
As you go through life changes, naturally you have questions. Some you ask your parents; some you ask your friends. And some you need to ask a professional. We want to work through those changes with you and help you feel comfortable that your taxes are taken care of.
Congratulations on becoming your own boss! It is such an exciting time, but it also brings a lot of worry and unknowns. We have a true to the core passion for helping entrepreneurs navigate through the unknowns.
The Real Estate industry is especially unique within the tax code. Having worked for large developers, REITs, Property Managers, Landlords and Brokers, we are experts in the best practices as well as advising your business on tax treatment.
Tax Controversy and Resolution
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.
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.
Growing your business is one of your top concerns. Being an accountant shouldn’t be one of them. We have developed support solutions to help you focus your time providing great customer service and doing what you love instead of working a second job.
Simplify your life and let us handle the books. Whether you need daily, weekly, monthly or quarterly assitance, we can find a solution that meets your need.
Is your business growing? Do you need to add employees? We can help you administer and process payroll for yourself and your employees.
Cash Flow & Budgeting
Business income and expenses often come in waves. Need help projecting, planning and budgeting for those waves? Let’s sit down and dive in together to help you be ready for the rainfall and the droughts.
Bill Pay & Invoicing
Do you need help getting paid? Want someone to manage your payments and bills? We can work with you to handle both – getting your approval and a report of the activity invoiced, and bills paid so that you stay informed and connected to your everyday transaction with the comfort of knowing that it is all being taken care of.