Joe Bertilson

At Rooted Tax Group, our vision is grounded in stewardship and driven by integrity. ​We are committed to excellence, innovation, and service, consistently striving to leave a legacy of growth, generosity, and trust. Our mission extends beyond providing top-notch tax and accounting services. We believe in giving back to the community and making a positive impact on the world. That's why we pledge to donate 51% of our profits to charity, supporting causes that align with our values and aim to foster a better future. Rooted Tax Group specializes in serving real estate investors, offering tailored solutions to meet their unique needs and help them achieve financial success. Our expertise in the real estate sector allows us to provide comprehensive and strategic tax and accounting advice that maximizes returns and minimizes liabilities. Furthermore, we understand the challenges faced by public accounting professionals. Our goal is to create a balanced and fulfilling lifestyle for our team, ensuring they have the support and resources needed to thrive both personally and professionally. At Rooted Tax Group, we believe that a happy, well-balanced team is the key to delivering exceptional service to our clients. Join us on our journey to excellence and generosity, and let's build a legacy of trust together.