About
One professional, accountable for the whole financial picture.
Roots Tax Pro is a Santa Rosa accounting and tax practice led by Daouda Traore — built so the financial side of your business is one job, done year-round, by one person who knows it.
The story
I started Roots Tax Pro because I kept meeting small-business owners who were struggling — not just with taxes, but with bookkeeping, payroll, and simply understanding their own numbers. They had a preparer for April, maybe a bookkeeper who categorized transactions, and no one connecting the two or telling them what it meant.
I wanted to build something different: a practice that treats the financial side of a business as one job, done year-round, by one person who knows the business. Not a once-a-year transaction. Bookkeeping, taxes, payroll, cash flow, and financial organization — looked at together, so owners can make informed decisions all year instead of reacting in the spring.
What I want you to feel
After a month of working together, you should feel clear, organized, and confident — you know where your business stands financially and what to do next.
Who I most enjoy helping
Owners who are serious about building a healthy, sustainable business but don’t have the time or the background to run the financial side themselves — and who want their numbers turned into better decisions.
What Roots Tax Pro is — and isn't
We’re an accounting, bookkeeping, payroll, and tax practice. We are not a licensed CPA firm, and we don’t perform audits, reviews, or attestation work. When your situation needs a CPA or an attorney — an audit, a legal-purpose valuation, representation before the IRS in an examination — we’ll tell you plainly and work alongside 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
How we work
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.
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.