Rooted Legacies Tax Services, LLC
At Rooted Legacies Tax Services, LLC, we believe tax services should be about more than simply preparing a return. We take the time to understand your individual circumstances, provide thoughtful and accurate tax preparation, and help you make informed decisions throughout the year.
From preparing your annual tax return to planning for the year ahead, we provide personalized tax services designed to help you understand your tax situation, avoid unnecessary surprises, and make the most of the opportunities available to you.
Because good tax planning doesn’t begin when tax season does.
Our Services
Tax Preparation - individual income tax returns, multi-state returns, tax extension preparation.
Tax Planning - planning for estimated taxes, retirement distributions, Roth conversions, tax considerations related to investments, charitable giving strategies, etc.
Have a Tax Question?
Whether you're looking for help with your upcoming tax return or need guidance with a tax planning situation, we’re here to help.
Rooted Legacies Tax Services, LLC operates separately and independently from Rooted Legacies Financial, LLC. However, in shared client situations and with client permission, the two business may come together to coordinate your tax and financial planning needs bringing two perspectives together for a more informed approach.