Cathy Root, CPA & Associates

5(4 reviews)Oakland, California
Cathy Root, CPA & Associates
Inside
By owner
Street View & 360°
Cathy Root, CPA & Associates
Inside

We help professionals and small size business owners to optimize their tax liabilities through tax planning, projection, and preparation. We specialize in working with healthcare groups, professional groups, real estate investors, individuals with stock options, self-employed income, rental income, and non-resident investors. We have a minimum of $2,000 preparation fee for individual returns and $2,500 for business returns.

Services

Accessibility

Business Hours

Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

1970 Broadway Suite 525, Oakland, CA 94612, United States

Customer Reviews

google logo

Reviews

5(4 reviews)
M carr
Oct 2, 2023on
google logo

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
Sep 6, 2023on
google logo

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
Jul 1, 2023on
google logo

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
Dec 9, 2022on
google logo

SHE IS PROFEESIONAL AND GOOD SERVICE FOR EACH TIME.

More Accounting Services in This Area

Streamline Bookkeeping

Streamline Bookkeeping

Bookkeeping service

287 17th St #400, Oakland, CA 94612, United States

5(7 reviews)

+1 510-545-2161

All

SmallBizMaven

Accounting

460 Boulevard Way, Oakland, CA 94610, United States

5(7 reviews)

+1 415-505-3115