At Roots & Reckoning LLC, we simplify your finances with expert bookkeeping & tax prep. Whether you're an individual, sole proprietor, or small business, we help keep your books accurate and taxes stress-free.
✔ Monthly Bookkeeping – Stay on top of your finances with accurate, up-to-date records.
✔ Catch-Up & Cleanup Bookkeeping – Behind on your books? We’ll get you back on track.
✔ Tax Preparation – Hassle-free tax prep for individuals and sole proprietors.
📌 Let’s get your finances in order. Book a Free Consultation Today!
🔹 Stay Organized & Prepared for Tax Season Year-Round
Our monthly bookkeeping services keep your business finances in order, ensuring accurate records and smooth tax filings. We handle:
✅ Transaction Categorization & Reconciliation
✅ Profit & Loss, Balance Sheet, & Cash Flow Statements
✅ Accounts Payable & Receivable Tracking
✅ Bank & Credit Card Reconciliation
✅ Payroll Processing & Reporting
✅ Ongoing Support & Monthly Financial Insights
📢 Accurate bookkeeping leads to stress-free tax filing!
Behind on your books? No worries—we’ll bring them up to date and ensure everything is properly categorized. Our services include:
✅ Reviewing & Correcting Past Transactions
✅ Fixing Categorization & Reconciliation Issues
✅ Bringing Financial Records Up-to-Date
✅ Ensuring Compliance with IRS Standards
💡 Messy books? No problem—we’ll clean them up so you can focus on what matters.
When tax season approaches, our year-end bookkeeping service ensures that your books are tax-ready and compliant. We help with:
✅ Finalizing Financial Statements for Tax Filing
✅ Reviewing & Organizing Year-End Expenses
✅ Providing Reports for Your Tax Preparer
✅ Assisting with 1099 Preparation
📢 Be prepared before tax season—get your books in order today!
Our personal tax services ensure your return is accurate while maximizing deductions and credits. We handle:
✅ Federal & State Tax Returns
✅ W-2 & 1099 Income Reporting
✅ Itemized & Standard Deductions
✅ Earned Income & Child Tax Credits
✅ Retirement & Investment Income
✅ Amended Returns & Prior-Year Filings
💡 Need help filing your taxes? We’re here to make it simple and stress-free.
If you operate as a Sole Proprietor, we help you navigate the complexities of business income taxes, including:
✅ Schedule C Business Income Reporting
✅ Tracking Business Expenses & Deductions
✅ Quarterly Estimated Tax Filings
✅ Self-Employment Tax Calculations
✅ 1099 Contractor Tax Preparation
✅ IRS Compliance & Tax Filing Accuracy
📢 File your sole proprietor taxes with confidence—let us handle the details.
For Single-Member LLCs, we ensure your tax return is filed correctly with the IRS and state. Our services include:
✅ Federal & State Tax Filing for LLCs
✅ Schedule C Reporting (Profit & Loss)
✅ Business Deductions & Expense Tracking
✅ Home Office, Vehicle, & Startup Deductions
✅ Self-Employment Tax Compliance
✅ Quarterly Estimated Tax Payments
📢 New LLC? We’ll ensure you file correctly and maximize deductions.
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