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Accounting and Tax Services

Accounting, bookkeeping, and budgeting are tasks that small business owners face every day. Save time and resources by trusting local Fort Lauderdale, FL accounting firm Heritage Accounting & Tax Services with these essential functions. We’ll do more than organize your books, we’ll deliver regular reports and sound advice that will help your business stay on track financially. Give us a call at 954-797-5060 today to learn more, or request a free initial consultation online. We offer all the accounting services listed below and can customize a package for your business.

Accounting and Bookkeeping

We provide accounting and bookkeeping services for small to midsized businesses. We’ll handle your bookkeeping, help manage cash flow, and make sure you always have a clear understanding of the current state of your finances.

QuickBooks™ Setup and Support Services

Once we identify the best version of QuickBooks for your business, we'll setup the software and provide ongoing support to troubleshoot problems and answer questions.

Outsourced CFO and Controller Services

Our outsourced CFO and controller services are cost-effective for all types of small businesses because you only pay for the services you need. With our direction your business will stay ahead of the competition and find ways to grow.

Audit Services

Get the highest level of assurance for investors and creditors with our business audit services. We'll analyze your financial statements for accuracy and can also conduct reviews and compilations.

Incorporation and New Business Advisory

We offer incorporation services for businesses in the Fort Lauderdale, FL area. We also provide new business advisory services including assistance developing a business plan or obtaining a business loan.

Tax Planning and Preparation

From complex tax planning strategies for businesses to basic income tax preparation for individuals, Heritage Accounting & Tax Services is ready to assist you

IRS Problem Resolution

At Heritage Accounting & Tax Services we provide a wide variety of IRS problem resolution services tailored to meet the needs of our clients.

Tax Preparation

We’ll help you capitalize on every deduction and credit possible to limit your tax burden and make sure you never pay more than your business legally owes.