Rooted in Finance | CPA, Bookkeeping, & Tax Services

Our commercial real estate holding company recently engaged Rooted in Finance to prepare our annual federal and state income tax returns. We have been extremely impressed with Christin’s deep knowledge and understanding of complex real estate accounting matters. Christin is exceptionally responsive and thorough. She reviewed our bookkeeping practices and offered valuable recommendations that have significantly improved the accuracy and reliability of our financial records. I highly recommend Rooted in Finance for both income tax preparation and bookkeeping services.

We used Rooted in Finance for our taxes for 2024 and they did a great job! It was easy to submit all of our documents even though we lived in Connecticut and they were based in Texas and Florida at the time. Christin called immediately or texted if she had any questions and finished all the returns very quickly. She was able to file directly with the IRS and our refund was deposited directly into our bank account. Fast, efficient and professional; couldn't be better! I highly recommend Rooted in Finance for tax returns, bookkeeping, or any other financial statement preparation etc.

Great CPA firm in Midlothian. Went to them after issues with communication with my other CPA and they are great. Great education and background will be sending others their way.

Having a small business serving multiple states is a challenge for many accounting firms. Rooted in Finance not only helped navigate the sales tax laws, they also helped us lay the foundation for growth with strong bookkeeping and a financial strategy that has guided us through numerous economic challenges. Thank you!

Working with rooted has been fantastic! Friendly, knowledgeable, and equipped with the tools to advise and make a difference when it comes to my finances!