Root Advisors

"I am deeply disappointed with the services provided by Jeff Root at Root Accounting Services and feel it's important to share my experience for the benefit of others. Communication with Jeff was consistently challenging, leading to significant issues and unfulfilled promises. One of the major issues was the failure to convert my business to an S Corporation as promised. Despite assurances to the contrary, my company remained classified as a sole proprietorship, and my taxes were incorrectly filed under a Schedule C, leading to significant financial and legal discrepancies. Additionally, there were numerous oversights in handling my financial documents. Paystubs that were crucial for my records were either missing or sent in a manner that was disorganized and difficult to decipher. The lack of order and clarity in these documents made managing my finances unnecessarily complicated. Compounding these issues, there was a serious breach of confidentiality and professionalism when I received someone else's W-2 information by mistake. This not only raised concerns about the security of my personal information but also highlighted a disturbing lack of attention to detail. Furthermore, there were missed opportunities for deductions that were not taken advantage of, further impacting my financial situation negatively. The diligence and attention to detail I expected from a professional CPA were startlingly absent. To make matters worse, there were penalties and fees incurred due to late payments to both the IRS and workforce development, which I was under the impression had been handled timely. This has resulted in unnecessary financial strain and has significantly affected my trust in Jeff Root and his company. Despite these numerous and significant issues, Jeff Root has withheld my financial information, citing unpaid fees for services I believe were not properly rendered. This has complicated the transfer of my financial matters to a new CPA and further added to the distress caused by this ordeal. I cannot in good conscience recommend Root Accounting's services, as my experience was fraught with mismanagement, lack of professional responsibility, and serious privacy concerns. It's crucial for anyone seeking CPA services to thoroughly vet their potential accountant to ensure they receive the competent and attentive service they deserve."

"First impression is everything. When I called the lady was rude from the beginning and laughed at me. If you want to gain clients you need to have receptionist that are kind, patient and respectful of your questions and concerns, that’s what customer service is all about. Sad that this business will lose customers most likely daily because of someone’s poor attitude."

"I have used Root Advisors for over a decade for all of my financial/tax needs. Always professional, and helps with any concerns I may have. Very personalized experience for any and all financial needs, would highly recommend to any individuals or companies in need of assistance."

"They do a great job with my personal taxes as well as with my business accounting!"