Cathy and her team are friendly, responsive, easy to work with, and efficient. Highly recommend.
July 2023
Cathy Root is a trusted, knowledgeable and experienced CPA with an outstanding commitment in helping her clients with tax filing and planning. Cathy takes her time to understand her clients needs and offers solutions. I have been working with her for several years and highly recommend her services.
April 2023
We were so lucky to find Cathy Root when we started our LLC last year. Simply put, she knows the regulations, she responds quickly and is a pleasure to work with. Highly recommend.
We help professionals and small size business owners to optimize their tax liabilities through tax planning, projection, and preparation. We specialize in working with healthcare groups, professional groups, real estate investors, individuals with stock options, self-employed income, rental income, and non-resident investors.
We have a minimum of $1,800 preparation fee for individual returns and $2,500 for business returns.
