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What if you were CONFIDENT that your business deductions were maximized and you knew for a fact you are paying the least tax possible?

Let's Work Together!

 

Empowering business owners to keep more of their money in their pocket.

Learn exactly how modern bookkeeping & tax strategies can save you thousands. 

Did you know that 40% of Canadians DIY their taxes and miss out on credits and deductions that they didn't know about?

Some Common missed deductions I see:

  • Home Office Expenses

  • Vehicle Expenses

  • Medical Expenses

  • Travel Expenses

  • Education expenses

  • Startup Costs

If you are not deducting these expenses, what are you doing with your life?

I’m My.

Founder & CEO of Rooted Accounting

 

At Rooted Accounting our goal is for small business entrepreneurs to be confident with their finances. We want you to know your bottom line .

Together we can grow your profit, you pay less taxes, save more money, and you can pay yourself more!

Learn More

I’m My.

I worked in corporate for over a decade learning about bookkeeping and tax! I also use to work at the bank and have financial experience so I can recommend ways to defer taxes. 

Now I use what I've learned to small business owners save money! I'll show you tax strategies that will help you keep more of what you make!

 
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Ways to save money on tax!

  • Contribute to RRSPs (Registered Retirement Savings Plan) and defer tax and anything you earn in there is also tax free!

  • Maximizing your business deductions, home office and vehicle is most missed deduction which can result in high tax savings!

  • Utilize tax credits, this may include credits for education expenses, child and dependent care, energy-efficient home improvements, and more.

  • Charitable deductions, donate to a registered charitable organization and deduct this off your taxes

  • Open up a TFSA (Tax Free Savings Account) is a tax free earnings and withdrawals, however be mindful of the contribution limits to avoid penalties.  

     

File My Taxes!

What is our Mission?

We want to help you grow your dream business by providing you with the best quality services, including communicating and implementing simple processes to keep you financially rooted.

We make things as simple and efficient as possible by constantly evaluating the best way to help you stay organized, so that you can focus on making the important decisions for your growing business!

Book a Discovery Call!

Sole Proprietor Taxes are due April 30, 2024!

 Some More Tax Tips!

  • File on time before the deadline to avoid penalties and interest

  • Maximize business deductions (Use my FREE deductions checklist below)

  • Implement easy tax strategies before year end!

  • Put away some money every month for taxes in a savings account

  • Work on your Home office and Vehicle expense year round

  • The earliest to files taxes is Feb 20!

Are you ready for taxes??

No, but with your Help YES

Work with us! 

You take care of your clients and we will take care of your Taxes!

Sole Proprietor Taxes

Sole Proprietor Taxes

This will be filed along with your personal tax . 

  • Bookkeeping must be up to date (if not, a bookkeeping catch-up may be needed)
  • You will receive my 3 bundle spreadsheet, profit and loss, home office and vehicle spreadsheet to fill out and I will give you guidance on best tax deductions.
  • Taxes are usually filed within the week
  • You have lifetime access to the spreadsheet bundle and can use them every year to prepare for tax time!

Personal Taxes

Personal Taxes Only

Pricing depends on single/couple. What you'll get:

  • Filed Tax Return(s)
  • Maximize your deductions/credits
  • Recommend tax strategies for next year
  • Some clients will add on their spouse to the Sole Proprietor Taxes ( I will give you a little discount :) please email me for special price!

DIY 3 Bundle Spreadsheet

DIY 3 Bundle Spreadsheet

If you want to keep track of your income and expenses on your own:

  • Profit and Loss Tracker 
    • Track your income, expenses, profit, monthly and annual overview, suggested calculations for tax savings and GST  
  • Home office Deduction Tracker 
    • Tracks all home expenses that you can deduct for Business
  • Vehicle Expense Deduction Tracker 
    • Track all your vehicle expenses and mileage 
  • Bonus: Medical Expense Tracker

After filling out these spreadsheets you will be ready to file your taxes!

Work with us! 

You take care of your clients and we will take care of you books!

Sole Proprietor

Sole Proprietor

This will be filed along with your personal tax . 

  • Bookkeeping must be up to date (if not, a bookkeeping catch-up may be needed)
  • You will receive my 3 bundle spreadsheet, profit and loss, home office and vehicle spreadsheet to fill out and I will give you guidance on best tax deductions.
  • Taxes are usually filed within the week
  • You have lifetime access to the spreadsheet bundle and can use them every year to prepare for tax time!

 

Personal Taxes Only

Pricing depends on single/couple. What you'll get:

  • Filed Tax Return(s)
  • Maximize your deductions/credits
  • Recommend tax strategies for next year
  • Some clients will add on their spouse to the Sole Proprietor Taxes ( I will give you a little discount :) please email me for special price!

DIY 3 Bundle Tax Spreadsheet

If you want to keep track of your income and expenses on your own:

  • Profit and Loss Tracker 
    • Track your income, expenses, profit, monthly and annual overview, suggested calculations for tax savings and GST  
  • Home office Deduction Tracker 
    • Tracks all home expenses that you can deduct for Business
  • Vehicle Expense Deduction Tracker 
    • Track all your vehicle expenses and mileage 
  • Bonus: Medical Expense Tracker

After filling out these spreadsheets you will be ready to file your taxes!

“As a first year biz owner, my books were all over the place. My helped me make the process way less overwhelming and guided me in steps of how to get started! Excited to continue working with her!”

-Tiffany
Modern Form Creative

My has been a great help in organizing my small business' bookkeeping. She has allowed me to focus on the things I'm good at has alleviated the stress of financial tasks from my everyday. She has been a great support system and the boost of confidence that I need!

-Beth
Branding By Beth

"Long story short, My worked on my taxes and then she the miracle worker she is ended up saving me $4,000.00! in taxes, I was amazed!"

-Su
Active Restore Massage Therapy

"Taxes can be overwhelming and confusing, if you're looking for someone helpful and kind, and that is very approachable when it come to taxes, go to My!"

-Brie
Wow Tattoo Studio

Taxes don't have to suck!

 

But it does need to get DONE!

 

You don’t have to do it alone!

We can help!

 

Let's Do This!

We respect your privacy.

Home About Services Contact For Bookkeepers