logo for: Heritage Accounting and Tax Services

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954-797-5060

About Us

The Accounting Company that under promises and over delivers

To meet the needs of our clients, Heritage Accounting & Tax Services was established as a Florida accounting firm to provide accounting, tax, and business advisory services to corporations, small businesses and individuals throughout Fort Lauderdale. Since our inception, we have grown continuously by providing a wide-array of professional services including tax preparation and planning, business consulting, auditing and financial planning. Our full-service accounting firm is comprised of highly qualified, experienced certified public accountants, enrolled agents, auditors, bookkeepers and QuickBooks Certified ProAdvisors. We will focus on your unique needs and provide you with customized solutions to meet your goals. Let us know how we can serve you.

Cristina Rodriguez, President

Cristina RodriguezThe president of Heritage Accounting can be considered an inspiration of achievement. Cristina Rodriguez was born and raised in Argentina. In 1985, she moved to the USA assuming the huge responsibility to build and secure a future for her two children. She overcame every difficult situation that an immigrant can encounter for many years actively pursued business activities accomplishing many successes.

Throughout her growth, as a business professional, she influenced the multiple chambers of commerce with her participation. She also volunteered to help minority groups to reach the American dream, participate in volunteer governmental programs like IRS (Internal Revenue Service’s) VITA program, and later on inspired to create the present accounting firm. Over time, she successfully created and conducted businesses in the areas of Real Estate, Mortgages, and during the last decade Accounting and Tax services.

All through the bad economies of 1991 and after 2005, that lasted several years she was not immune to the financial consequences of the business low points. Nevertheless, she never quit working innumerable hours with undeniable persistency.

In spite of the economy in last few years, the company has rapidly grown at a tremendous rate. Cristina credits her success to abiding to a basic principle and concept that dictates and determines life as well as business. Count your blessings and share your blessings!

During the down economy, she faced many economical dilemmas, despite all odds against her; she completed her magnificently unique building which represents the standards her business stands for. The Heritage self-standing building proudly stands at 5220 Davie Road (between Stirling and Griffin) in the heart of Davie.

Our Team

Raul de la Campa CPA

Bilingual Spanish and English

Graduate of University of Miami, BBA - Accountancy

30 years experience in public accounting

Speaks English and Spanish

Jonathan Amado CPA EA Office Manager

Graduate of Florida Nova Southeastern University

5 years experience in the accounting field

Kimberly Ortuño – Fang

Bachelor of Science in Accounting, San Diego State University

19 years of experience

Audit Manager

Smija Viswanathan EA

Tax Preparation

Audit Assistant

Bookkeeping

Brandon Costello

Graduated Florida Atlantic University

Junior Accountant

Cristina Rodriguez

President

Paul Davidson EA

Graduate of Florida Atlantic University - Master's in Taxation

Bachelor in Science

33 years experience

Contact Us

Telephone: 954-797-5060

Fax: 954-797-0039

Questions

Management

jonathan@heritagegrouptax.com

Audit

kimberly@heritagegrouptax.com

Bookkeeping

smija@heritagegrouptax.com

Customer Relations

brandon@heritagegrouptax.com

Cristy@fhfc.net

Our Office

Heritage Tax Office