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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$2,500,000
Minimum Annual Income
$600,000
Specialties We Work With
Services We Offer
✔ Audit Services
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Cash Flow Management
✔ Individual Tax Preparation
✔ Mergers and Acquisitions
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
✔ Bookkeeping
✔ Business Formation
✔ Fractional CFO Services
✔ Payroll Services
✔ Sales Tax
✔ Tax Preparation
Our Ideal Client Profile
Our ideal client is looking for a proactive relationship with support and planning.
Philip Bellissimo's Tech Stack
About Philip Bellissimo
Heritage CPAs, PLLC is a boutique accounting firm offering tax, accounting & advisory services to closely held businesses and their stakeholders. Our firm has four decades of experience providing professional and personalized services to clients of various backgrounds, across various industries. We apply this knowledge in helping all of our clients meet their personal goals, achieve success, and build long term wealth. Our core belief is that every business should have an accountant who acts as a partner in its success and we strive to be that resource.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
12 Client Reviews
"My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless.
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!"
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
