Our Mission:
Family Roots Tax Co’s mission is to build genuine, lasting relationships by serving individuals and businesses with honesty, care, and commitment rooted in faith. Guided by integrity and a family-first mindset, we strive to go above and beyond in every interaction, providing trusted support and purpose-driven service that helps our clients grow with confidence.
Services We Provide
Tax Preparation Services
We prepare federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with current IRS and state tax laws.
Bookkeeping Services
We provide ongoing bookkeeping support to help keep your financial records organized, current, and ready for tax filing.
Notary services (coming soon)
We help you understand your completed tax return and assist with document organization and filing questions.
BOOKKEEPING SERVICES AND PRICING
QUALIFIED BUSINESS EXPENSES
REFFERAL FORM
INTAKE FORM
About Us
Family Roots was inspired by a deep desire to create genuine connections — to serve businesses and individuals with honesty, care, and commitment, just like family would.
We go above and beyond, lead with integrity, and build relationships rooted in faith, trust, and purpose.
- Carter family
What Are clients Our Saying
Exceptional!
Family Roots Tax Co made tax season stress-free and easy. Jaala is incredibly kind, patient, and truly cares about her clients.
— Aya Nakamura
Highly recommend!
Professional, honest, and very responsive. I felt supported every step of the way and trusted my finances were in good hands.
— Mateo García
Five stars!
Highly recommend Family Roots Tax Co. The service felt personal, faith-driven, and focused on what was best for my business.
— Lila Patel
Contact Us
Family Roots Tax Co. LLC provides bookkeeping and tax preparation services. We are not attorneys, CPAs, or enrolled agents, and our services do not include legal or financial advice. Tax preparation services are conducted in compliance with IRS rules.