Heritage CPAs, PLLC
No reviews yet · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals, K1 Partnership Income
Our firm looks for active and ongoing engagement with our clients and seeks to be a partner in long term growth and success.
Services
- Audit Services
- Bookkeeping
- Budgeting & Forecasting
- Business Tax Preparation
- Cash Flow Management
- Individual Tax Preparation
- Mergers and Acquisitions
- Payroll Services
- Sales Tax
- Tax Planning & Strategy
- Tax Preparation
- Tax Resolution & IRS Representation
Pricing
- Monthly Fixed Fee — $1,000 monthly
- Annual Fixed Fee — $12,000 annually
- Hourly Rate — $150–$450/hour
- Project-Based Fee — $5,000 per project
- Tax Preparation — $3,500–$15,000 per project
- Tax Prep & Bookkeeping — $12,000–$30,000 per project
- Tax Prep, Bookkeeping & Consulting — $18,000–$60,000 annually