Heritage Accounting & Tax Services

Accounting and bookkeeping for Fort Lauderdale businesses

Fort Lauderdale, Florida, is home to Heritage Accounting & Tax Services, a firm with more than twenty-five years in practice. It provides accounting, tax and financial management services for small and mid-sized businesses in almost any industry. The firm's stated goal is to reduce the work and worry for its clients while making sure they receive the tax refunds they are due, and it offers a free first consultation by phone, with a Spanish-language line for Spanish speakers.

QuickBooks support for owners who run their own books

The firm offers services to help owners who manage their day-to-day operations using QuickBooks, the accounting package. For those who want the work handed over entirely, it provides a fuller accounting and bookkeeping service, so the owner can spend more time building the business. The firm presents this as a way of making the owner's job easier.

Resolving tax problems with the IRS

Heritage assists clients who have problems with the Internal Revenue Service, especially those facing larger tax debts or notices they do not understand. The firm describes this work as IRS tax problem resolution, and it says clients should not face the agency alone. That service sits beside its broader tax practice rather than apart from it, so the same team that handles a notice can also plan the next year's return.

Tax planning from complex business affairs to individual returns

Tax planning runs from complex strategies for businesses through to basic income tax preparation for individuals. The firm says that tax rules, tax forms and the choices available on a return change constantly, which makes professional advice and planning important. Its knowledge of new tax law is intended to ensure that changes work to the client's advantage at all times.

Industries served and the free tax guide

The firm serves businesses in many industries and lists its accounting work by sector, offering a comprehensive service solution built around the client's needs. Prospective clients can join a mailing list to receive a free guide on staying ahead of tax issues, and the current guide covers credits and deductions under a recent federal tax law. Over more than twenty-five years, the practice has grown around the same idea: keep clients current as the rules change.