Heroux & Company, LLP Reviews & Profile

About Heroux & Company, LLP

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!

C. THOMAS TURNER, CPA

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

What Documents and Information Are Needed to Prepare My Taxes?

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

What Are Your Drop-off Deadlines? How Long Will It Take to Finish?

What Can I Deduct?

How Can I Benefit from Current Changes in the Tax Law?

Can You File My Tax Return Electronically? How Do I Get My Refund or Pay Tax Due If I File Electronically?

Can I Pay My Taxes Electronically?

How Can I Check the Status of My Refund?

What Are the Due Dates for Individual, BUSINESS, Payroll and Other Tax Returns?

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