Tax Management Services

At Heritage Advisors CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals. We offer comprehensive tax planning and preparation services for small and large businesses, high net-worth individuals, fiduciaries estates,  & nonprofits.  Our expertise, experience, analysis and  detailed research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
We also help you choose a business structure that will maximize your entitlement to available deductions in the tax code and increase your cash flow.

Our tax management services include:

  • Tax strategies/planning
  • Tax preparation
  • IRS representation