At Root Financial, our mission is to provide every client with a best-in-class tax experience—grounded in trust, transparency, and expert guidance.
U.S. taxpayers will spend over 7.9 billion hours on tax filing and compliance-related tasks this year—wasting $413 billion in the American economy.
We’re here to change that.
.webp)
.webp)
.webp)
.webp)
.webp)
Absolutely. Whether you’re filing a Schedule C, managing 1099 income, or running an LLC or S-Corp, our team can help you navigate deductions, stay compliant, and build a smart tax strategy.
Yes! Root Financial is a fully virtual firm and serves clients in all 50 U.S. states. Our secure platform makes it easy to upload your documents, communicate with your accountant, and e-sign your return—no matter where you're located.
We offer flat-rate packages for individuals, small businesses, and startups. Check out our pricing page for more details.
Yes. Root Financial uses bank-level encryption and secure client portals to protect your personal and financial information. Only licensed tax professionals have access to your documents, and only when necessary. Your privacy and security are our top priorities.
Absolutely. We regularly help clients file prior-year tax returns, amend mistakes, and recover missed refunds. Whether you skipped a year, filed incorrectly, or received a notice from the IRS, we can help you get back on track.
Questions for us? Get in touch and let us know how we can help.
