Accounting, Bookkeeping, Finance, & Tax Services in Midlothian, TX. 

Rooted in Finance is a boutique, family-owned financial consulting firm serving individuals and small businesses in the Midlothian, Waxahachie, Mansfield, Cedar Hill, Dallas, and surrounding Texas communities.

We provide expert tax preparation, bookkeeping, accounting, and financial advisory services to help you save time, reduce stress, and maximize your financial success. 

As a family-owned accounting team, we offer the perfect blend of professionalism and personal attention. Our mission is to deliver accurate, timely, and customized financial solutions while building lasting relationships with our clients.

Whether you need small business accounting, personal tax filing, QuickBooks setup and training, or strategic financial planning, we are here to guide you every step of the way.

Rooted in Finance is committed to transparency, education, and long-term partnerships — helping you navigate complex financial matters with confidence.

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360° Services for Individuals & Small Businesses

Rooted in Finance offers a full suite of services designed to meet individuals at every stage of life. Our 360° approach ensures clients receive more than just tax prep—they gain a long-term partner in financial clarity.

    • Tax Prep & Amended Returns

    • Mid-Year Tax Planning & Projections

    • Budgeting & Debt Payoff Strategies

    • Net Worth Tracking & Financial Management

    • Roth IRA & Traditional IRA Guidance (non-advisory)

    • Student Loan Repayment Strategies

Book a Consultation

    • Monthly, Quarterly & Catch-Up Bookkeeping

    • Business Tax Prep & S-Corp Election Analysis

    • Cash Flow Forecasting & Budgeting

    • Pricing & Profitability Strategy

    • QuickBooks Cleanup & Monthly Reporting

    • Vendor Tracking & Onboarding Compliance Help

Why Clients Trust Rooted In Finance.

At Rooted in Finance, we’re more than just number crunchers — we’re your long-term financial partners.

CPA-Led

A licensed CPA leads our team with credentials in Texas, Florida & New York.

Family Owned

We’re a mother-daughter team who built this practice on a foundation of integrity, empathy & transparency.

Fully Licensed & Insured

Professional liability coverage and up-to-date state registrations mean you’re in safe hands..

Prioritizing Education

We don’t just file and forget — we help you understand your finances so you can grow confidently.

No Judgement, Just Clarity

Whether you’re behind on bookkeeping or navigating tax season stress, we meet you where you are — with practical, shame-free solutions.