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Bookkeeping & Tax Services for Small Businesses & LLCs

Helping Individuals & Small Businesses Stay Organized

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.


Our Services Include:


✔ 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! 

Services Offered

Bookkeeping Services

🔹 Stay Organized & Prepared for Tax Season Year-Round

Monthly Bookkeeping Services

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!

Catch-Up & Clean-Up Bookkeeping

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.

Year-End Bookkeeping & Tax Prep Support

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!


Tax Preparation Services

2025 Tax Preparation - Now Open

Now accepting clients for 2025 tax return preparation (filed in 2026).
We do not file prior-year returns. Our services begin with the 2025 tax year for individuals, sole proprietors, and LLCs.
Book early to reserve your spot.  

Personal Taxes

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.

Sole Proprietor Tax Preparation

 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.

Individual LLC Tax Preparation

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.

Let's Simplify Your Finances - Schedule a Free Consultation!

Certified in QBO & QBO Payroll for accurate books.

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