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. We also offer internal audits, due diligence, SOX consulting, SOC attestations, CFO support services and R&d tax credits.
We have a niche in several industries including Information Technology, Medical Practices, Construction and Manufacturing.
Serving clients primarily Southwest including Phoenix Metropolis, Mesa, Gilbert, Scottsdale, Flagstaff, Tucson, Oregon, Colorado, California, Utah, Las Vegas and surroundings, Nevada, and across the nation.
We are one of the oldest CPA firms in the valley. We were ranked 5th in the Ranking Arizona Business in 2019. The firm offers a variety of opportunities in different industries for our employees to advance their careers. We offer competitive compensation with excellent benefits. Additionally, the firm offers a lot of flexibility that a majority of our competitors do not provide.
Heritage Advisors CPA, LLC was established more than 35 years ago, to serve high networth individuals, small and midsized businesses, not-for-profit organizations, Trusts and Estates. The success and reputation of this established firm has revolved around our client service philosophy that involves quality and timeliness of deliverables, integral to our objective of rendering sound business advice.
IR 2021-242, 12/6/2021; Notice 2021-65, 2021-51 IRB
The IRS has issued guidance for employers on the retroactive termination of the Employee Retention Credit (ERC). The ERC was retroactively terminated as of September 30, 2021, except for employers that are a recovery startup business.
Variations in state passthrough entity (PTEs) taxes, as well as the potential relaxation or repeal of the state and local tax (SALT) deduction limitation (currently being deliberated in Congress via the Build Back Better (BBB) bill) have complicated the decision for passthroughs to elect to pay a PTE tax.