We help individuals, small businesses, and startups with their tax needs. Pricing starts at $199.
Need more time? We’ll file your extension for free.
Perfect for employees, freelancers, or anyone with W-2s, 1099s, or basic deductions.
Includes:
- Federal & state tax return filing
- Standard deductions & credits
- E-filing with IRS & state
- Secure document upload
- Support from a tax pro
Add-on: Investment income, crypto, or rental property
For newly formed LLCs, S Corps, or C Corps with limited activity.
Includes:
- Federal & state business tax return
- K-1s or Schedule C preparation
- Founder W-2/1099 review
- Filing election (e.g., S Corp)
- 30-min tax planning consultation
For businesses with revenue, expenses, and employees.
Includes:
- Full business tax return (LLC, C Corp, or S Corp)
- Owner and employee W-2/1099 review
- Bookkeeping reconciliation (up to 100 transactions/month)
- 30-min tax planning consultation
Add-on: Bookkeeping support, payroll, or sales tax filings available
We help individuals, small businesses, and startups with their tax needs. Pricing starts at $199.
Need more time? We’ll file your extension for free.
Perfect for employees, freelancers, or anyone with W-2s, 1099s, or basic deductions.
Add-on: Investment income, crypto, or rental property
For newly formed LLCs, S Corps, or C Corps with limited activity.
Includes federal and state returns, K-1s, 30-minute planning session.
For businesses with revenue, expenses, and employees.
Includes federal and state returns, owner W-2/1099 review, 30-minute planning session.
Add-on: Bookkeeping support, payroll, or sales tax filings available
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.