Heritage Advisors CPA, LLC is a full service C.P.A. firm, with an emphasis on serving individuals (including high net worth), small and mid-size businesses and trust clients. The core principles that form the bedrock of this 37 years old firm include the quality of our advice and deliverables and timelines of responsiveness. From bookkeeping and accounting services, to certified audits & reviewed financial statements, projections, cash-flow analysis, lease-buy comparisons, investment analysis, retirement and estate planning, we provide the tools to allow you to make informed decisions about your personal and business finances. Recently, we have expanded our service offerings to include internal audits, due diligence, SOX consulting, SOC attestations and CFO support services. Our success as a trusted business advisor over 37 years has been measured by our high client retention rate of over 98%.
Our client’s needs and objectives dictate the depth and frequency of the services we provide. Each new client is assigned to a qualified team, and overseen by one or more of the management team. The team utilizes their knowledge, expertise and experience to meet client expectations.
Heritage Advisors strive to provide responsive and unbiased advice with the highest level of integrity. We have built deep relationships with our clients that we hope to develop into lifelong relationships.
Joseph G. Kennedy is a 1978 graduate of the University of Missouri, with a Bachelor of Science degree in Business Administration. He scored in the top 5% in the intensive national examination to become a C.P.A., and was certified in 1981. His professional abilities led to an appointment to the Board of Directors of First Phoenix General Hospital, and then as Foundation Board Member with John C. Lincoln. Married, and the father of three children, Joe enjoys all sports. His wife JoLee has a Bachelor’s degree in both dietetics and nursing. She is currently working on her second novel, traveling for research. They enjoy caring for their grandchildren and chickens, and some occasional fishing.
Charles W. Ehrler, who attended Arizona State University on a Medallion of Merit scholarship, receiving a Bachelor of Science degree in Accounting in 1979. He was certified by the state of Arizona in 1982. Chuck has taught college level business courses at a local community college. Chuck and his wife Gail, who works alongside him, have three daughters and one granddaughter. They have hosted numerous foreign exchange students they call the extended family.
Kenneth Whitlock has been with the firm since 2005 and has over twenty-four years experience with public accounting. He graduated summa cum laude from Arizona State University in 1987, with a degree in accounting. His area of focus is tax planning and other income tax related issues. Kenneth is available to assist our clients with tax strategies, preparation, and representation. Kenneth is a member of the American Institute of Certified Public Accountants. He is also an active member in the Fraternal Order of Eagles and a volunteer with the Civitan Foundation.
Outside the office, Ken enjoys sports, RV trips, and other travel.
Originally from Manassas, Virginia, Chad attended Arizona State University and graduated in 2008 with a degree in Global Business Management & Leadership, with a concentration in Finance. While still working on his degree, he began his professional career which focused on tax preparation and planning, and more recently has shifted his focus to information technology for small business environments. At Heritage Advisors, Chad combines his higher education in finance with his real world experience in tax and accounting for the benefit of his clients.
Joan’s previous professional work experience includes working as a legal investment and engineering administrative assistant. While living overseas in Seoul, South Korea, she supervised the PBX operations of a 5-star military hotel and volunteered with the 1988 Olympic Accreditation Department. Living in Seoul enabled her to attend numerous Olympic events and travel extensively with her family in the East. She believes the job that has taught her the most patience is that of a school registrar. Her free time is spent doing yoga, speed walking with her husband, volunteering with St. Vincent dePaul Society and playing with her granddaughters.
Patty Tucker joined the firm in 2009, bringing with her extensive experience in client relations. Prior to moving from Oregon to Arizona, Patty owned and operated her own business for 20 years. She knows the importance of treating clients with a friendly and caring attitude. All of which makes Patty an invaluable part of our team . Patty enjoys spending her spare time with her family, and traveling back to Oregon to visit friends.
Lu Fierro, billings clerk, has over 20 years of accounting experience, which includes billing for both legal and CPA firms. Lu has worked for the firm for 10 years and is a vital part of the Heritage team.
In her spare time, she runs after her 3 year old grandson who has stolen her heart.