A Lasting Legacy Begins with Strong Roots
How We Operate
Welcome to Rooted Legacy Financial, where we passionately serve individuals, freelance and independent contractors, and small businesses on their path to financial success. Our commitment lies in understanding your unique goals and providing tailored services to help you achieve lasting stability and growth. At Rooted Legacy Financial, we don't just manage finances; we nurture legacies, making your financial well-being our top priority. Let us join you in planting the seeds of success that will thrive for generations to come.
Our Services
RLF offers several accounting, tax, and business solutions that are tailored to meet the unique needs of each client. Whether you’re an individual, an independent contractor, or a small business owner, we’re here to help make financial management easier and more effective than ever. Browse our list of services to see how we can best serve you.
Tax Preparation
Let us take the stress out of tax time. With our expertise, we’ll reduce your tax bill and leave more money in your pocket.
Bookkeeping & Accounting
Keeping accurate books and having reliable financial statements is vital for your business' overall financial well-being.
Debt Management
Whether it’s credit card debt or a student or car loan, we’ll show you how to get to zero balance.
Business Planning
Every great idea needs a plan. We can help you curate a business plan to take your ideas from dreams to reality.
Business Formation
Registering a business comes with a lot of paperwork. Let us take the hassle of filing the necessary documents to get your business established.
Business Consulting
Need guidance on how to take your business to the next level? Our advisors will work closely with you to identify problem areas and establish viable solutions.
COMMENTS & REVIEWS
A People-Focused Accounting Firm
"Rooted Legacy Financial has played a vital role in helping me achieve my financial goals. I highly recommend them to anyone looking to revamp their bookkeeping strategies."
Skyler Adelson
"I wanted to take a moment to share my experience with Rooted Legacy Financial. They made this year's tax season a breeze and I couldn't be happier with their service."
Casey Johnson
"I highly recommend Rooted Legacy Financial for anyone seeking financial guidance. They helped me create a personal budget and organize my finances, and I am amazed with the results. Their team is knowledgeable and friendly, and they always go above and beyond to ensure my needs are met."
Kris Michaels
SATISFACTION GUARANTEED
Only the Best
At Rooted Legacy Financial, we value what matters most to you. We understand that building a solid financial foundation for yourself and your business is crucial, and we are committed to ensuring that our clients receive the best. With our expert knowledge and customized approach, we provide the guidance and support necessary to help you navigate complex financial matters with confidence. Our goal is to help you achieve your financial objectives as you create a legacy that will transcend generations.