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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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1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
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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.
