Tax preparation and planning

Tailored services make taxes less taxing.

More complicated personal tax returns with itemized deductions, investment income and other considerations can make tax time a taxing experience. Work with the team at RootAdvisors to ease your anxiety, ensure your compliance with ever-changing tax codes and minimizing your financial obligation. Every client is different, and every client deserves our personal care.

Simplicity—If you derive income from a variety of sources, trying to prepare your own returns can be time-consuming, tricky and risky. We’ll simplify it for you.
Convenience— From gathering and organizing your tax documents to filing your returns, you’ll benefit from secure online convenience and an easy, modern experience.
Support—Good tax returns start with good planning. Our team is here to assist you throughout the year to help you craft a sound, strategic tax plan.

Get a better tax experience.

Put our team to work to optimize your returns and ease your stress level.