Website: heritagetaxservices.com
Phone: 954-797-5060
Heritage Accounting & Tax Services is a Florida accounting firm based in the Fort Lauderdale area that provides accounting, tax, and business advisory services to corporations, small businesses, and individuals throughout Fort Lauderdale. The firm describes itself as a Fort Lauderdale CPA firm and states that its goal is to minimize the work and worry of its clients while helping them maximize their tax refunds. According to its site, the practice has over 25 years of experience and offers a free initial consultation to both individuals and businesses.
Services
The firm groups its work into tax services and accounting services. On the tax side, it lists tax preparation, tax planning, and IRS tax problem resolution, noting that it can assist taxpayers who owe over ten thousand dollars in back taxes. The firm frames tax planning as covering everything from complex strategies for businesses to basic income tax preparation for individuals, and it emphasizes staying current with new tax laws so that those laws work to the client’s advantage.
On the accounting side, the firm advertises small business accounting, incorporation, QuickBooks services, outsourced CFO services, and audit and assurance. It states that it provides a wide variety of accounting and bookkeeping services tailored to client needs, including support for do-it-yourself business owners who manage daily operations in QuickBooks.
Who They Serve
Heritage Accounting & Tax Services serves small and midsized businesses across a range of industries, and its site specifically highlights construction, healthcare, and retail. The firm presents construction accounting as a particular focus, stating that it specializes in services designed to help contractors and construction businesses reach their profit potential. According to the firm, its industry focus has given it a depth of knowledge in this area, and it works with construction companies and a variety of contractors including builders, electricians, HVAC companies, and plumbers. The firm also offers services to individuals.
Approach & Tools
For construction and trades clients, the firm lists specialized bookkeeping services such as job costing and fixed asset accounting and depreciation, alongside more traditional functions. The bookkeeping and accounting tasks named on the site include small business accounting, operational reviews and assessments, business loan assistance, insurance compliance, monthly closings, cash balance tracking, bank and credit card reconciliations, general ledger maintenance, tax planning and compliance, sales tax processing, payroll services, and QuickBooks system setup. The firm states that, in addition to construction accounting, it develops tax planning strategies intended to help contractors retain more of their profits.
The firm uses QuickBooks as a core accounting tool and offers setup and ongoing support for it. It also provides client conveniences referenced on the site, including online file sharing, online payments, a newsletter with tax tips and due dates, and a content resource library. For business clients more broadly, the firm states that no matter what combination of accounting and bookkeeping services a business requires, it is prepared to formulate a service solution around those needs, and it frames its accounting work as designed to make a client’s job easier and free up time to focus on building the business.
The firm publishes client testimonials on its site, attributed to named clients, that describe its work as professional and responsive. As with other promotional language, these characterizations are presented as statements from the firm’s clients rather than as independent assessments.
Service Area and Contact
The firm identifies itself as a Fort Lauderdale and Davie, FL accounting practice serving clients throughout Fort Lauderdale and South Florida. Its site lists a main phone line and notes Spanish-language support through a separate extension. The firm invites prospective clients to request a free consultation.
Heritage Accounting & Tax Services presents itself as an established local firm combining general accounting and tax work with an industry concentration in construction and the trades. The descriptions above are drawn from the firm’s own website and reflect the services and positioning it states for clients in the Fort Lauderdale and broader South Florida market.