Accounting and Tax Planning That Grow Strong Financial Roots
Tax planning, accounting, and bookkeeping for small to mid-size businesses. You get clean books, a clear plan to lower your taxes, and an Enrolled Agent who guides you all year, not just at tax time. In-person or virtual.
- Enrolled Agent
- Year-Round Support
- 15+ Years Experience
- Se habla español
Locally owned · Federally licensed · Built for Los Angeles
You Don't Need a Bigger Firm. You Need the Right One.
Los Angeles has no shortage of tax preparers. What it doesn't have enough of is someone who actually picks up the phone, explains what your numbers mean, and is still there in September and October, not just in April.
Most people come to Oak Roots after trying someone else first: a preparer who disappeared after filing, a bookkeeper who fell three months behind, a big-box chain that treated their return like a number on a conveyor belt. Michelle Jaimes built Oak Roots to be the opposite of that experience, bringing 15+ years of corporate-level accounting expertise directly to Los Angeles small business owners, individuals, and families.
Whether you need small business accounting in Los Angeles, tax planning that gets ahead of the deadline instead of scrambling to meet it, or bookkeeping that finally makes sense of a shoebox of receipts, this is what you're actually looking for: someone credentialed enough to represent you in front of the IRS, and personal enough to remember your name when you call.
Why Clients Choose Oak Roots Over the Alternatives
Corporate-Level Expertise, Small Business Pricing
We're bringing 15+ years inside corporate tax accounting experience to everything we do here. You get that same rigor and standard of work, without the corporate price tag or the junior associate handing off your file.
An Enrolled Agent, Not Just a Seasonal Preparer
Enrolled Agent status is a federal credential with unlimited rights to represent you before the IRS, something most local tax shops and seasonal chains simply can't offer. If the IRS ever sends a letter, we can speak to them directly, on your behalf.
Fully Available, All Year-Round
Many Los Angeles tax offices close for the summer or run part-time hours outside of tax season. Oak Roots operates Monday through Friday, twelve months a year, because bookkeeping, payroll, and business decisions don't stop in May.
Plain Language, Not Jargon
Every client leaves a conversation with Oak Roots understanding why, not just what. No confusing forms handed back with a bill attached. With our firm you'll know what's happening with your money and why it matters.
Every season with the wrong tax pro, every quarter of unreconciled books, is another year of surprises, overpayments, and nights spent wondering what you missed. Oak Roots is how you take those decisions back before the next deadline does it for you.
See if We're a Good Fit - No Obligation
Three Ways Oak Roots Keeps Your Finances on Solid Ground
Tax Planning in Los Angeles
Tax planning starts months before your return does. Entity structure, S-corp elections, quarterly estimates, and deduction strategy, all decided ahead of time so filing season holds no surprises. When it's time to file, Oak Roots prepares and reviews every return line by line, for federal, California, and multi-state situations.
Small Business Accounting in Los Angeles
Year-round accounting built for Los Angeles businesses of every size. We expertly handle payroll, sales and use tax, financial reporting, and the monthly rhythm that keeps a business audit-ready and growth-ready. Includes support for medical practices, restaurants, and e-commerce sellers with industry-specific reporting needs.
Bookkeeping in Los Angeles
Reliable, ongoing bookkeeping that keeps receipts, statements, and records organized all year, including QuickBooks setup and rebuilding books that have fallen behind. Delivered on a schedule you can count on, not squeezed in during someone's slow week.
Accounting Support Designed Around Real Life
Different situations need different things. Here's where Oak Roots spends most of our time.
Small & Mid-Size Businesses
Year-round accounting, payroll, and planning for established companies, including medical practices, restaurants, e-commerce sellers, and more.
Businesses With Payroll to Run
Payroll processing, filings, and compliance handled on schedule, every pay period.
People Behind on Filing or Facing the IRS
Unfiled years, IRS notices, and back taxes, handled confidentially and represented directly by an Enrolled Agent, without judgment.
Individuals and Families
Straightforward preparation for households who'd rather hand it over and know it's done right.
Getting Started Is Simple
Three steps, and no obligation after the first conversation.
Reach Out
Call, text, email, or use the form on this site.
Review Together
Walk through your situation, records, and deadlines, so you both know exactly what needs to happen and what it will cost.
Move Forward with Confidence
Get dependable support without managing it all yourself.
Credentials
Why You Can Rely on Oak Roots
Enrolled Agent
Federally licensed to practice before the IRS, with unlimited representation rights.
CTEC Certified
Registered with the California Tax Education Council.
15+ Years of Experience
Much of it in corporate tax accounting, now applied to individuals and smaller businesses.
QuickBooks ProAdvisor
Intuit ProAdvisor, Gold Tier certified.
Listed in the IRS Directory
Findable in the IRS Directory of Federal Tax Return Preparers.
Bilingual
Full service in English and Spanish.
Meet Your Accounting Consultant
Michelle Jaimes, EA
Enrolled Agent · Accounting Consultant · Owner of Oak Roots
For Michelle, accounting isn't just about filing on time. It's about helping you understand your numbers, plan ahead, and make confident decisions for your business. Every client gets a partner who knows their goals and grows alongside them.
News
Recent Writing From Oak Roots
Plain-language guidance on the tax and accounting questions Los Angeles business owners actually ask.
Small Business Accounting
Small Business Accountant in Los Angeles: How to Choose the Right One for the 2026 Tax Year
The title on the door tells you less than you'd think. Here's what to actually check before hiring a small business accountant in Los Angeles.
Availability
Reachable Tax Support Whenever You Need It
Most tax offices near you close for the summer or keep part-time hours. Oak Roots works with clients Monday through Friday, year-round.
Phone, text, or email
During business hours
We come to you
Mobile appointments across Northeast and East Los Angeles
Virtual appointments
Video or phone, anywhere in the U.S.
Year-round service
Not just February through April
Service Area
- El Sereno
- City Terrace
- Lincoln Heights
- Boyle Heights
- East Los Angeles
- Highland Park
- Pasadena
- South Pasadena
Virtual appointments available anywhere in the U.S.
Frequently asked questions
Common Questions
Yes, always. Oak Roots will quote your project after seeing the full scope, either a flat fee or an hourly rate for ongoing accounting, and you'll have that number in writing before any work begins. No surprise invoices, no vague estimates.
An Enrolled Agent is a tax professional licensed by the federal government, specifically to handle tax matters. The credential is earned by passing a three-part IRS examination covering individuals, businesses, and representation, and it has to be maintained with continuing education. Enrolled Agents have unlimited rights to represent taxpayers before the IRS. A CPA is licensed by an individual state and trained more broadly across accounting, auditing and financial reporting, and many also work in tax. Both are credentialed professionals. The practical difference is that an Enrolled Agent's license is federal and focused entirely on tax.
Yes. Enrolled Agents hold unlimited representation rights before the IRS, which means Michelle can speak with the IRS on your behalf, respond to notices, and handle examinations, appeals and collection matters. A preparer without credentials generally cannot do this, even if they prepared the return in question.
Yes, and this is more common than people expect. Michelle will work out which years are actually outstanding, what the IRS already has on record for you, and the order things need to be filed in. Nothing about that conversation is judgmental, and it is confidential.
Yes. Appointments can be held by video or phone, and Michelle works with clients anywhere in the United States. Everything can be handled remotely if that is easier for you.
Yes. Oak Roots is a mobile practice based in El Sereno. Michelle travels to clients across El Sereno, City Terrace, Lincoln Heights, Boyle Heights, East Los Angeles, Highland Park, Pasadena and South Pasadena, and works virtually with clients across greater Los Angeles.
Yes, and for most business clients that is the point. Bookkeeping, payroll, sales and use tax and estimated payments all run on their own schedules through the year. Oak Roots is available Monday to Friday, 8:00am to 5:00pm PST, all twelve months.
It depends on what your return involves, so Oak Roots quotes it after seeing the scope. Work is priced per project as a flat fee, or hourly for ongoing accounting. You will have the number before any work starts.
Yes. Michelle works with clients in English and Spanish, including consultations, document review and correspondence.
Let's Talk Today!
Ready to take accounting off your to-do list? Tell us what you need help with, and we'll work out the right next step together.
michelle@oakrootsaccounting.com