Heritage Certified Public Accountants

Tax Planning



Effective tax planning and preparation can not only keep your tax liability to a minimum, it can also maximize the cash you have on hand to pay necessary expenses. Heritage Advisors offers comprehensive tax planning and preparation services for small and large businesses, high net-worth individuals, and estates, trusts & nonprofits.  Our tax management services include:

  • Tax strategies/planning
  • Tax preparation
  • IRS representation

Heritage Advisors can 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 business and personal tax planning and preparation services will provide the peace of mind of knowing that you are doing all you can to make your company’s financial goals a reality.