Services
Everything the financial side of your business needs — in one place.
Most small businesses end up with a bookkeeper, a payroll app, and a tax preparer who never speak to each other. Roots Tax Pro is all three, working from the same set of books, so nothing falls through the cracks and your tax plan is built on numbers that are actually current.
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Bookkeeping & Accounting
Monthly bookkeeping, reconciliations, and financial statements in QuickBooks Online. The foundation everything else is built on.
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Payroll
Full-service payroll: pay runs, direct deposit, tax deposits, quarterly and year-end filings, W-2s and 1099s.
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Tax Planning & Advisory
Year-round tax strategy: entity structure, estimated payments, deductions, and a plan before December — not a surprise in April.
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Tax Preparation
Federal and California returns for individuals and businesses (Forms 1040, 1065, 1120-S, 1120), prepared and e-filed.
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Business Advisory
Budgeting, cash-flow forecasting, pricing and profitability analysis, and financial modeling for owners making bigger decisions.
How pricing works
Ongoing work is sold as a flat monthly package (see Pricing). Tax-return preparation is quoted per return based on your entity type and the forms your situation requires — you get a fixed quote before any work starts.
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.