0
Client Reviews
$3,500 - $15,000
Project-Based Fee
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
$750,000
Industries We Specialize In
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. They see the value in a proactive accounting partner and want them to be actively engaged with their business.
We're Probably Not A Good Fit If
✗ Clients looking for an annual tax preparer only.
✗ Clients looking for public offerings, VC or crowdfunding.
How We Work
1
Consultation
We will have an initial consultation to better understand you, your business and what you are looking for.
2
Cruise Control
Most of our ongoing projects will be set to cruise control, allowing you to focus on your business while we handle your accounting needs. We aim to white glove as many of our services as possible.
3
Peace of Mind
You will sleep well at night knowing our team of professionals is handling your accounting & compliance needs. We will keep you abreast of legislative and other changes which are important to you!
Transparent Pricing
Tax Preparation
$3,500 - $15,000 Project-Based Fee
Annual Tax Preparation & Tax Planning
Tax Prep & Bookkeeping
$12,000 - $30,000 Project-Based Fee
Annual Tax Preparation, Tax Planning, Bookkeeping Services
Tax Prep, Bookkeeping & Consulting
$18,000 - $60,000 Annual Fixed Fee
Annual Tax Preparation, Tax Planning, Bookkeeping Services, Sales Tax, Insurance Audits
Heritage CPAs, PLLC's Tech Stack
About Heritage CPAs, PLLC
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.
Schedule a 30 minute intro call to see if we'd be a good fit.
Use my booking link to set up a time to chat: https://outlook.office.com/bookwithme/user/3f43ca0cc53844c083e976bf5f49fde4@heritage.cpa/meetingtype/k3XcC0jstECoP5MPdCXeiw2?anonymous&ismsaljsauthenabled&ep=mlink
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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