Strategic Solutions for Your Financial Success — Available Nationwide.
Pick the service that fits your situation below and book a free 15-minute call with Nancy. No forms to chase, no waiting on a callback.
Root7 handles virtual tax preparation, specialized consulting, IRS notice resolution, and professional education for individuals, small business owners, and real estate professionals in all 50 states. Every return gets a careful, line-by-line review, so what you file is accurate, compliant, and optimized for your situation. Every service starts the same way: a free 15-minute call with Nancy to understand where you stand and what you actually need.
Accurate, strategic tax filing for individuals, families, and small business owners in all 50 states. You upload your documents to a secure portal, Nancy reviews every one of them, applies the deductions and credits you actually qualify for, and walks you through the return before anything is filed. Then we e-file and track it until the IRS accepts it.
Free 15-minute discovery call with Nancy · No obligation
Commission income is taxed differently than a paycheck, and the details move the number: when closings land, how you track mileage, whether your home office qualifies, what you owe each quarter. We build a plan around how you actually work — solo agent, team leader, independent contractor, or small brokerage — so you keep more of every closing and stay compliant year-round.
Free 15-minute discovery call with Nancy · No obligation
An IRS letter stops being frightening once you know what it actually says. We read the notice, explain it in plain language, and handle what comes next — the written response, the supporting documentation, amended returns (Form 1040-X), and representation through appeals if it goes that far. Nancy deals with the IRS directly, so you don't have to. Most notices have a response deadline, so the sooner we look at it, the more options you have.
Free 15-minute discovery call with Nancy · Have your notice handy
Root7 is building comprehensive CE courses for professionals who need to expand their knowledge, stay compliant, and move their careers forward — practical expertise delivered in plain, usable instruction. Courses aren't live yet. Join the waitlist and you'll be first to know at launch, with early enrollment and founding-member pricing.
One email at launch · Early enrollment & founding-member pricing
Professional tax expertise without geographic limitations. Our 100% virtual setup means you get the same dedicated service whether you're in California, New York, or anywhere in between.
Encrypted document upload and transmission. Your sensitive financial data is protected with industry-standard security and full IRS compliance.
Nationwide expertise without travel or office visits. Same level of professional attention whether you're in Texas, Florida, or any state in between.
We're not just there in April. Strategic planning, mid-year check-ins, and ongoing guidance keep you ahead of every tax decision—not playing catch-up.
Every service starts with the same free 15-minute call. Pick whichever option above sounds closest to your situation — if you're between two, book either one and Nancy will point you the right way. Need more than 15 minutes? Choose a paid session instead.