Professional Services You Can Trust

Tax Services

At Heritage Tax & Accounting Services, LLC, we have a team of professionals committed to providing exceptional service to our clients. We navigate the complexities of taxes, so you do not have to. 


During tax season, our goal for turn-around time is between 12-15 days after receiving everything needed to complete the return.

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Business and Individual Tax Return Preparation

Bring us your tax information, and let us process your tax returns. We will strive to maximize available deductions and optimize choices for the best results possible.

Tax Planning

In the ever-changing shifting landscape of taxes, there are both opportunities and pitfalls alike. Let us steer you through the mine field...to take advantage of the opportunities and avoid the pitfalls.

Representation for IRS Audits

If it happens, let us get your records in order, help you manage an audit, and meet with the IRS on your behalf.

Accounting Services

Heritage Tax & Accounting Services, LLC is a CPA firm who provides accounting, payroll, and small business consultation.


When running a small business, time can seem to disappear. Having a small business accountant allows you more time to focus on doing what you do best, which is running your business, and less time trying to figure out accounting.

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Bookkeeping

Bookkeeping helps to keep your business tax-friendly. We will keep up with transactions, operations, or other events in your business.

Sales & Use Tax Reporting

Sales taxes can get complicated, especially in this world of internet sales., nexus and multi-state issues. If you have tried to do them yourself, then you know the importance of having a great tax professional on your side.

Business Formation

Get your business started on the right foot from the very beginning. We can help you with structure and entity selection that is most beneficial for your business.

Payroll Processing

Are you tired of dealing with payroll? We can do that too. Trust us to make sure your payroll is handled legally, ethically, and responsibly. 

Financial Statement Preparation

Financial and accounting records prepared by a small business accountant, with the participation of a Certified Public Accountant, are preferred by banks, lenders, and even IRS agents. 

Business Advisement

How is your business performing? What are your goals? Small businesses rely on their CPA to assess the data for their tax liability reduction and operational considerations. We work in correlation with lenders, attorneys, and financial planners that put your best interests first. 

QuickBooks Setup, Support & Online Hosting

Thinking of using QuickBooks, but you don't know where to start or how to set it up? We offer easy-to-use on-boarding services to get you up and running without the hassle of doing it all yourself.


Are you already using QuickBooks? That's great, and we do too! We offer discounted versions and pricing for our clients, with cloud hosting so that you can access it anywhere you are with an internet connection.

28%

Studies found that 28 percent of small businesses have been audited. Have you been audited yet?

82%

Of businesses fail due to poor bookkeeping and management.

60%

Of small business owners are not very knowledgeable about accounting and finance.

86%

According to Smallbiztrends, 86% of Small Business Owners feel that their accountant is a trusted advisor.


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Hire a professional and reduce the chance of costly accounting and tax-related errors.

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The tax professionals at Heritage Tax & Accounting Services are  here to help.

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CPA firm based in Milledgeville, GA