Tax Professionals, at Your Service
Whether you’re someone looking to get a better grip on your taxes or you’re a small business that needs to establish a solid foundation for your finances moving forward, Heritage Tax & Consulting Services, LLC is here to help. We offer virtually any tax-related service you might need and are highly adept at tailoring our solutions to meet your individual financial needs. Proudly serving individual and commercial customers in Fort Myers, FL, we always strive to alleviate your financial stresses and make it a point to help you succeed. For more information about the services we offer or to inquire about your unique needs, please don’t hesitate to call.
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Member & Principal
Main Number 1-239-482-5455
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Stan moved to the Fort Myers area in 2009 from Connecticut, where he practiced public accounting for almost 40 years, primarily as the head of the tax function for a large local accounting firm in the New Haven area. In that position, he served clients who were involved in a broad array of businesses, primarily professional and other service firms, construction and real estate, also including agricultural activities and manufacturing. His primary focus was on supervision of tax preparation of all types, provision of tax advice to clients, and representation of clients before the IRS, but he also had extensive experience in all aspects of personal financial planning.
He is now the primary tax reviewer for Heritage Tax, and provides tax advice in all aspects of taxation, as well as representation before the IRS. He also provides advice in personal financial planning, including asset protection, estate planning and business sales and acquisitions. He is assisted in the performance of tax preparation and payroll services by two paraprofessionals.