RootAdvisors

Don't worry, we will be working remotely if you need us!

Don't fall for it! QuickBooks customers should be aware of phone calls from individuals pretending to be Intuit agents. These scammers may claim that your QuickBooks subscription will expire soon and request a payment over the phone or through wire transfer. Intuit will never call customers to request a renewal payment for QuickBooks Desktop or QuickBooks Online. If you receive such a call, do not provide any personal or financial information. Contact our office with any questions.

In celebration of Independence Day, our office will be closed Friday, July 4th🎆

It started as a one month trial, but today marks 2 years of commitment to this Yoga practice. Vibe Yoga Studio has been incredible in leading our staff on a journey of physical, mental and emotional wellness. Creating space for your employees to prioritize their health is a game changer in so many ways!

As we approach the year’s halfway mark, it’s the perfect time for both businesses and individuals to pause, analyze, and recalibrate their financial strategies. A mid-year financial checkup is more than just a routine review; it’s an essential practice that can help you stay on track, identify new opportunities, and overcome obstacles before year-end. Check out these helpful tips to see if your business is on track for 2025.

https://rootadvisors.com/resources-new/smart-tips/single-smart-tip/?article_id=1710&issue=1708

Don't forget to make your estimated federal and state tax payments on or before Monday, June 16th.

These are two things we take very seriously at RootAdvisors. Congrats to the Indiana Pacers on a fantastic game 1 win. Go celebrate with your favorite donut – we prefer ours square!

Summer is finally here and it's time to dive into all those plans you made in the freezing cold weather of January & February. Here are a few ways our staff will be out and enjoying the sun:

Beach time – Aruba, BVI, Anna Maria Island, Santa Rosa Beach
Camping – Indiana state parks are a big hit!
Golf
Boating
Kayaking
Hiking Mt. Vesuvius (definitely the winner!)

What's on your agenda??

Our 2nd annual Lake Monroe boat day was a perfect way to close out the summer😎

Gina Fordyce is headed into her retirement era!! We will miss her at the office, but wish nothing but the best for the next chapter of life. Gina Fordyce , thanks for your 17 years of amazing work for RootAdvisors and the clients you served. Enjoy every minute of what's to come❤

Have a safe and happy holiday weekend🎇