Trusted tax planning and precise accounting for growing businesses in Oakland.
Oakland-based Cathy Root, CPA & Associates delivers trusted tax planning and precise accounting for individuals and growing businesses. Reviews highlight thorough reviews of past returns and financial statements, timely guidance, and tax strategies that optimize benefits. The firm handles international accounting for clients with Asia-based operations and brings extensive expertise in US federal tax for personal and company filings, with professional, dependable service.
1970 Broadway Suite 525, Oakland, CA 94612, USA
Expert preparation and optimization of personal and business tax returns to maximize benefits and ensure compliance.
Comprehensive financial statement review, bookkeeping, and accounting services for businesses of all sizes.
Specialized handling of international transactions and Federal Tax filing for companies with operations abroad.
Personalized guidance on tax strategies, financial planning, and business expansion to support growth.
Identification and implementation of strategies to reduce tax liabilities and improve financial efficiency.
Overall rating
M carr
Cathy Root CPA has been handling my international accounting transactions for some time with my business in Asia. She has extensive expertise in Federal Tax for filing in the USA for both personal and Company having saved me considerable what would have otherwise been considerable high costs due to her proven knowledge and tax affairs handling.
Frank Chan
I recently worked with Cathy on my 2022business and personal tax returns. A friend recommended her to me five years ago when our business was expanding, and we needed expert tax planning and accounting advice. Cathy reviewed our past years' returns, financial statements, and my personal returns. She quickly identified areas needing improvement and provided guidance on implementation. Her advice on optimizing tax benefits through careful planning has been invaluable. Over the years, Cathy has consistently demonstrated exceptional accounting skills and tax knowledge. She's confident in her work and a pleasure to collaborate with. I am grateful to have Cathy overseeing my businesses' finances
Stoyan Panayotov
Cathy Root is a trusted, knowledgeable and experienced CPA with an outstanding commitment in helping her clients with tax filing and planning. Cathy takes her time to understand her clients needs and offers solutions. I have been working with her for several years and highly recommend her services.
Panco Info
SHE IS PROFEESIONAL AND GOOD SERVICE FOR EACH TIME.
