Heritage Advisors CPA, LLC an established and growing full service CPA firm is dedicated to providing superior, personalized tax, accounting, consulting and office administration services. The firm has operated in the valley for more than 37 years. We constantly strive to exceed client expectations by tailoring our services to suit client needs and providing the highest level of personalized service.
Our professionals possess depth of knowledge in their respective areas of expertise, required to address varied and complex client’s requirements to assist them to achieve their business and financial goals. Our team comprises of several experienced and qualified professionals (CPA’s and EA’s), with varied experience, that forms the bedrock of our Company’s goals, mission, service quality and success.
We provide bookkeeping and write up services, tax services (tax preparation and strategies), business and risk consulting, internal controls review, assurance support (compilations, reviews and audits), due diligence, CFO support services and office administration support. We work closely with our client’s wealth and legal advisors to ensure the clients receive the best possible outcome in regards to tax planning, business strategies or retirement needs. Our unique and integrated approach helps our clients make sound financial decisions and value us as trusted business advisors. Our expertise encompasses varied industries including, but not limited to medical practices, manufacturing, real estate, professional service companies, and engineering & construction companies. Several of our clients have had a long tenure (10+ years) with us and our client retention rate is greater than 98%. We welcome an opportunity to introduce ourselves to serve your accounting, financial, tax or consulting needs.
Advising clients and being a trusted business advisor, quality of our services, and keeping our clients satisfied and happy.
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Interview the client, understand requirements, customize a solution that works for the client. Frequent interaction to evaluate quality of our service and determine if the customized solution requires to be amended to better suit the clients needs
CPA, Chartered Accounting, Big Four accounting form background, served clients over 37 years
Bill by the hour. For bookkeeping clients, we will offer a fixed amount depending on the business, volume etc.
Trained as a CPA from college
Small and medium sized businesses. Various Doctors/medical practices, engineering, construction, retail, auto, food, architecture, real estate, services, other professionals
A big IRS representation work that saved thousands of dollars.
1. What are their requirements. Bookkeeping, tax, tax strategies, internal control design reviews, loan requirements, financial planning, CFO support review etc
2. Life of the CPA frm and its reputation
3. Fee structure
4. Working arangement
5. Can the CPA frm provide more services than others for e.g. attest engagments, internal control designs, CFO support services, Loan assisatnce etc
6. Number of professionally qualified employees
1. Their current requirements, expectations
2. Things that did not go well with prior Accountant
3. Clearly articulating the operating model that they desire