Who we serve
We do a few kinds of business really well.
Roots Tax Pro isn't trying to be everything to everyone. We focus on three kinds of Sonoma County business where clean books, proactive tax planning, and a steady advisor make the biggest difference. If you're outside these and the fit feels right, let's still talk.
“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 howAlso a good fit: real-estate investors and landlords, consultants and coaches, and established nonprofits. Contact us →
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.