Holistic tax preparation and planning for professional service providers operating as sole proprietors, single member LLCs, or S-Corps
Dropping off your tax documents and having a quick chat with your tax professional is like getting blood work done and not working with your health professional to make a plan to improve your numbers.
Optimize your deductions and maximize the money you keep for your business and your life with confidence your tax returns are accurate
Customized attention and planning guides your financial decisions throughout the year to optimize your tax situation
Clean books show your financial status, enable effective planning throughout the year, and make tax time way less stressful
"A tax professional should support clients year-round, helping them navigate the challenges of the tax system with confidence they are ethically paying the minimum taxes required." - Heather Murphy (Founder)
Taxes are complicated and regulations change all the time.
Use your time for things you actually want to do.
Choose a tax professional who does more for you than file forms.
Year-round support because that’s when taxes affect you. Timely replies to all your questions.
Share the details about your business and life so your tax professional can customize your plan for what fits your life situation and goals
Confidence that your tax professional is trustworthy, ethical, knows tax law, and your taxes are filed correctly.
Tell me about you and your business by completing the client inquiry form.
After I review your information, I will send you a link to book a call where we can chat and decide if we are a good fit.
Breathe easier knowing your books are covered, your tax plan is in place, and tax time will be the easiest its ever been.
Let’s work together to maximize your efficiency and decrease your stress when it comes to taxes.
Holistic Tax Preparation and Planning for Service-Based Business Owners
Heather Murphy
Enrolled Agent 158707-EA
Licensed Tax Consultant 1923825-C
Copyright © 2024 Roots & Returns LLC