Santa Rosa & Sonoma County · Remote across California
Know where your business stands — all year, not just in April.
Roots Tax Pro keeps your books, runs your payroll, and handles your taxes — then helps you use the numbers to run a stronger business. One dedicated professional, a flat monthly fee.
- MBA
- CTEC Registered Tax Preparer
- QuickBooks ProAdvisor
- IRS e-file Provider
Sound familiar?
Running a business is hard enough without guessing at the finances.
You don't know if you're profitable
until the return is done — and by then it’s too late to change anything.
Tax season is a scramble
every year: shoeboxes, spreadsheets, and a bill you didn’t see coming.
Your bookkeeper categorizes transactions
but nobody sits down and explains what the numbers mean.
Payroll and filings hang over you
one more deadline you can’t afford to miss.
Who you'll work with
You'll work directly with Daouda Traore — every month.
No call center, no rotating team. Daouda is an MBA and a CTEC-Registered Tax Preparer who has prepared individual and business returns since 2022 and holds the QuickBooks ProAdvisor certification. He built Roots Tax Pro for owners who want their bookkeeping, payroll, and taxes handled by one person who actually knows their business.
Services
One connected service, not five separate vendors.
Bookkeeping & Accounting
Clean, current books every month, with reports you can actually read.
Learn morePayroll
Employees paid on time, tax deposits and filings handled.
Learn moreTax Planning & Advisory
Year-round planning so filing season holds no surprises.
Learn moreTax Preparation
Individual and business returns, prepared and e-filed.
Learn moreBusiness Advisory
Budgets, cash flow, and the numbers behind your next decision.
Learn moreGetting started
Four steps to handing off the financial side.
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Book a free consultation
A 30-minute call to understand your business and what you need.
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Get a plan and a flat quote
A clear scope and a fixed monthly price — before any work begins.
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Onboard in about a week
We connect your accounts, review your books, and set the monthly rhythm.
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Monthly books, reporting, and advice
Your numbers stay current, and we talk regularly about what they mean.
Who we serve
Built for owner-run businesses in Sonoma County.
“Tax season blindsides me every year.”
Clean books and proactive tax planning for a profitable practice.
See how Healthcare Practices“Revenue is steady — my books should be too.”
Reliable monthly books and smart entity and tax structure.
See how Contractors & Home Services“I never know which jobs actually made money.”
Payroll handled and job-by-job visibility into what you’re really making.
See howWhy Roots Tax Pro
The difference is how we work.
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One dedicated professional
You always know who you’re talking to.
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Year-round, not once a year
Bookkeeping, payroll, planning, and taxes as one ongoing relationship.
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Flat monthly pricing
No hourly meter, so you can call when you need to.
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Local and remote
Based in Santa Rosa; available by video anywhere in California.
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Plain-English reporting
Numbers explained in language you can act on.
Pricing
Straightforward monthly packages.
Most clients start on a monthly package that bundles bookkeeping, reporting, and a tax return. Tax-only work is quoted per return based on your entity and the forms involved.
Foundation
from $750/mo
Monthly books, reports, and an annual business return for straightforward companies.
Growth Partner
$1,200–$1,800/mo
Adds payroll, quarterly tax planning, and a monthly advisory call.
Advisory Partner
custom
CFO-level support: budgeting, forecasting, and financial modeling for established businesses.
Credentials
Qualified, licensed where it counts, and clear about what we are.
MBA in Strategic Sustainability (Cal Poly Humboldt). CTEC-Registered Tax Preparer (#A337828) with a current California tax-preparer bond. IRS PTIN holder and Authorized e-file Provider. QuickBooks ProAdvisor. Roots Tax Pro is not a CPA firm — when your situation needs a CPA or attorney, we'll say so and work with one.
- MBA, Strategic Sustainability · Cal Poly Humboldt
- CTEC Registered Tax Preparer · #A337828, bonded
- IRS PTIN holder · Preparer Tax Identification Number
- IRS Authorized e-file Provider
- QuickBooks ProAdvisor · Intuit certified
Roots Tax Pro is not a licensed CPA firm and does not provide audit or attest services. When your situation needs a CPA or attorney, we will say so and work alongside one.
Local to the North Bay
Based in Santa Rosa. Working across Sonoma County.
We work with businesses in Santa Rosa, Rohnert Park, Petaluma, Windsor, Healdsburg, Sebastopol, and Sonoma — in person by appointment, or by video anywhere in California. Meetings happen at a convenient coworking or meeting space near you; there's no walk-in office yet.
Let's talk about your numbers.
A free 30-minute call. We'll look at where your business stands, what's working, and where Roots Tax Pro can help. No pressure, no obligation.