Heroux & Company, LLP - Accounting Firm
Heroux & Company, LLP
“Every client counts!” ~ John Heroux, CPA, Founder Awarded Green Plus sustainable business certification in 2010 Offering various traditional CPA services, Heroux & Company, LLP works with individuals, small businesses, and nonprofit organizations The majority of our work involves tax preparation, planning and strategies Our experience and understanding, including that of tax law and the ever-changing regulatory requirements, helps us guide clients, whether in managing profitability and growth, capital, or tax reduction and tax compliance requirements We care about the needs of both the individual and business owner, with the goal to lead both in achieving full growth potential We are committed to offering exceptional client services that include: ✔ Corporate, partnership, individual, estate and trust tax preparation and planning ✔ Payroll and financial statement preparation, including compilation, review, and audit ✔ Accounting system consultation, analysis and advisory services, including QuickBooks™ ✔ Strategic and sustainable individual and corporate planning and profitability analysis ✔ Other advisory and management support and assurance A Raleigh-based firm in North Carolina that provides honest and accurate tax advice, up-to- date objective advisory information and real-time availability Managing partner and founder John Heroux, established Heroux & Company, LLP in 1998, and expanded it to an employee-owned company in 2007 Guided by a wellness and philanthropic philosophy, John leads the company’s performance driven culture, while fostering teamwork, community involvement, and long-term client relationships Professional affiliations include the North Carolina Association of Certified Public Accountants (NCACPA) and American Institute of Certified Public Accountants (AICPA)
To remain a leading local tax authority through professionalism, experience and ability to focus on the individual and business needs of a client 365 days of the year! Fostering positive client and employee relations drives our success in making every client count Our relevancy goes beyond a tax return, encompassing the well-being of our employees, clients and the community in which we serve
Richard Auxer Managing Director, Micro-Epsilon America Richard Harris Managing Director, Synergy Commercial Advisors Travis Kelly President & CEO, The Providence Group Sports & Entertainment, LLC Kimberley Korb Founder, The Compass Rose Healing Arts John moved from the Midwest to Raleigh, NC with his young family, starting his early career in private accounting at the Golden Corral Corporate Office in 1987 He joined a small public CPA firm in 1992 that helped teach him the fundamentals of public accounting and business, shaping the foundation of a partnership and the building of his own firm, Hutzenbuhler & Heroux in 1998
John’s attention to making every client count has been the main focus throughout his successful growth In 2006, John became managing partner of the firm, changing the name to Heroux & Company, LLP and changing the business dynamics by allowing employees to have small ownership in continuing the sustainability of the business He also believes in making positive internal changes that reflect a healthy work environment, incorporating paid employee work-out time and personal weekly training each (even through tax season!) and additional health insurance benefits
John’s family (wife Regina, daughter Jena, and son Jacob) are his driving force He enjoys beach excursions with his family whenever he has free time He also loves golf, basketball and football and is especially proud of being a Green Bay Packer fan! He is an active member of St Catherine’s of Siena Church If you ask John what he aspires to do as he grows older, he openly admits that he NEVER wants to retire and that he fully appreciates the blessings he has been given He might also admit that the one opportunity he still waits patiently for is a better golf handicap!
Tom joined Heroux & Company, LLP in October 2004 as a tax and accounting manager and became a partner in January 2007 He is a Greenville, NC native and a graduate of East Carolina University, with bachelor and master degrees in accounting in addition to a concentration in taxation
Tom’s goals and job satisfaction lie in helping individuals understand and address often complicated tax situations, as well as helping business owners insightfully see their financial operations to plan, identify, protect, and enhance successful operations
Tom’s twenty plus years of experience includes individual, corporate, and partnership tax; tax planning; financial auditing and accounting for business entities; nonprofit entities; multi-state sales and payroll taxes; as well as QuickBooks Tom currently chairs the board of Highland United Methodist Church Children’s Center as well as serving on the finance committee of the church Tom is also proud to have the opportunity to serve on the State of North Carolina’s Debt Affordability Advisory Committee since 2015
Tom is an avid tennis player He also enjoys spending time in his woodworking shop He and his wife Jennifer are blessed to have a son, Luke
IndividualsPrior year returns, tax information forms (i e W-2s, 1099s, 1098, K-1s, brokerage tax summaries with basis information, etc) summary of deductions (business deductions, charitable contributions, real estate and personal property taxes, job expenses, medical expenses, etc) A tax organizer, usually mailed to you in January, is also useful in our preparation If you have not received an organizer, please contact our office
BusinessesA majority of businesses use QuickBooks (or other software) to organize and report on the operation’s financial activity If you use this type of software, we strongly encourage you to reconcile all banks, credit card and other financial accounts and review financial reports prior to sending backup files If you do not use packaged accounting software, we ask you to summarize your activity as carefully as possible, whether on a spreadsheet or a simple list, and provide us with monthly bank statements We may be able to provide you with a format of listing revenues and expenses if your operations are relatively simple We will also need to maintain a “permanent file” for your business that may include documents such as: the operating agreement, bylaws, approval of S-status, loan documents and amortization schedules, IRS correspondence, asset listings with depreciation accumulated
Individual Returns: April 15th (if extended, October 15th) Partnership Returns: March 15th (if extended, September 15th) Corporations and S-Corporations: March 15th { if extended, September 15th } County Business Property listings: January 31st (if extended online in Wake County, May 31st, otherwise, April 15th) Form 941, NC-5Q and NCUI-101: April 30th, July 31st, October 31st, January 31stForm 940 and Form 944: January 31stForm NC-5: due either monthly or quarterlyForms W-2: submitted to employees by January 31st Form W-3 + submit to the Social Security Administration by January 31st
