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About
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Reviews
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Brian S.
I worked with Heather and her team to catch up on some payroll and income tax filings regarding a couple past due years. They were professional, fast, and thorough and I highly recommend their services.
November 30, 2022
•Hired on Thervo
KW
Karen W.
Positive: Professionalism, Quality, Responsiveness, Value
Heather has been handling my personal and business taxes for over 15 years. She offers not only tax work but also educated business consultation. She is very knowledgeable with LLC and Corporations. She goes the extra mile for her clients. I would not consider trusting anyone else with my affairs.
January 09, 2021
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Cindy G.
Heather immediately put me at ease. She always answered my questions, and replied quickly. She gave great counsel and was a pleasure to work with.
October 12, 2020
•Hired on Thervo
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Paul S.
She was very accessible and consulted with me about my goals. Over and above bookkeeping, she is now a trusted advisor.
October 12, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Initial client meeting via phone or on site to review customer needs and focused goals.
What education and/or training do you have that relates to your work?
I hold a Masters Degree in Business, a Bachelor Degree in Accounting and am registered with the IRS as an Enroll Agent, and am a Certifying Acceptance Agent (CAA). Also a Platinum level Quickbooks Pro Advisor.
I have 30 years of experience in business ranging from manufacturing, construction, retail, and service. Tax Preparation, Accounting, and Consulting are the primary focus.
Services offered
Notary
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll