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.