Professional Services
For the practice that's doing well — and getting blindsided at tax time.
Law firms, insurance and real-estate brokers, marketing and design agencies, consultants. The books are usually simple; the problem is that nobody is planning. Income is up, the quarterly estimates haven't kept pace, and April brings a bill that could have been managed months earlier.
What Roots Tax Pro does for you
- Monthly books and a clean P&L so you know your real margin
- Quarterly estimated taxes that track your actual income, not last year’s
- S-corp analysis and reasonable-compensation planning once profit justifies it
- Retirement-plan and deduction strategy for high-earning owners
- Payroll for you and any staff, filed and posted automatically
Typical engagement: Growth Partner, $1,200–$1,800/mo, including the business and the owner's personal return.
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.