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Gain more time to do what you do best

Work with a tax professional to optimize your taxes and finances, freeing you to spend more time where you shine.

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january-TO-december

Free Yourself from the stress of tax Prep

Not just the stress of filling out the forms, hoping you are doing it right, but the stress of gathering all the IRS forms you get in the mail, making sure your bookkeeping is in order, making estimated tax payments, and everything else that piles on with tax filing.

We might be a fit if...

  • You are the sole owner of your business
  • Your business is a sole proprietor, LLC, or S-Corp
  • You offer a professional service (such as consultant, advisor, coach, programmer, etc.)

And you want...

  • A tax professional to partner with you on your goals
  • Answers to your tax questions year-round
  • Tax guidance specific to your professional and personal circumstances
  • Professional support for IRS communications
  • Bookkeeping that gives you up-to-date financial info

Choose Your Level of Support

Choose the level of tax support you want not only when it comes to filing your taxes, but all year long

Core

For business owners who have grown out of DIY tax prep and want basic tax planning and support.

  • Individual Return Preparation
  • Business Return Preparation
  • State Return Preparation
  • Estimated Tax Payment Reminders
  • Online Client Portal
  • End-of-year Planning Session
  • Basic Tax Planning
  • IRS Notice Response
Get Started

Pricing starts at $1,500 / year

Enhanced

For business owners who want year-round tax planning and support.

  • Individual Return Preparation
  • Business Return Preparation
  • State Return Preparation
  • Estimated Tax Payment Reminders
  • Online Client Portal
  • Mid-Year and End-of-year Planning Sessions
  • Mid-level Tax Planning
  • IRS Notice Response
  • Email and Phone Access
  • 1099 Filing
  • Tax Projections
Get Started

Pricing starts at $3,000 / year

Add-Ons

Services that can be added to your package as ongoing or one-time events.

  • Bookkeeping
  • Book Clean-up
  • Past Year Return Filing
  • Amended Returns
Get Started

Client Interest Form

Questions before you fill out the form? Reach out at heather@soletaxpro.com

1

Fill Out Interest Form

Fill out the form to tell us about you and your company and what services you expect to need.

2

Evaluate Your Situation

I will review, then send you a scheduling link and request prior tax returns to review before we meet.

3

Meet & Get Started

We’ll discuss your options, what is best for you, and get started working on your behalf!

© 2024 Roots & Returns LLC. All Rights Reserved.

Holistic Tax Preparation and Planning for Service-Based Business Owners

Heather Murphy
Enrolled Agent 158707-EA
Licensed Tax Consultant 1923825-C

Contact Info
  • Kennewick, WA
  • heather@soletaxpro.com
  • Hours by appointment
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Copyright © 2024 Roots & Returns LLC