Heritage Tax & Consulting Services, LLC
For all tax filing and advice
Firm Profile

A Trusted Source for Tax Consulting in Fort Myers, FL

At Heritage Tax & Consulting Services, LLC, we believe in the value of relationships. Because of this, we view every client relationship like a partnership and truly believe that our success is a result of your success.

Tax Consultant in Fort Myers

firmAll of our services are tailored to meet your needs, ensuring that you reap the benefits of close, personal attention and the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our capabilities run the full gamut of the tax and financial spectrum, including:

  • Income Tax preparation and consultation: We provide income tax services for all types of businesses and individuals. Our tax professionals will complete your tax returns thoroughly and completely, and provide you with a comprehensive picture of your year in review. We’re also exceptionally adept at ensuring that you get all eligible credits to minimize your tax liability.
  • IRS and State audit representation: If you’re selected for an audit, let the professionals at Heritage Tax & Consulting Services, LLC stand beside you, to mitigate the intrusion that this situation presents and to clear up any missteps that may have flagged your taxes for an audit. We’re experienced in dealing with audits on both Federal and State levels.
  • Payroll Reporting: No business can succeed unless it’s staffed by employees that are paid and paid on time. We handle all of the payroll intricacies that may be confusing to you and are able to keep your workforce financials on track, from paychecks to tax forms issued.
  • QuickBooks® setup, support and training: Quickbooks is an invaluable tool that many businesses find useful for managing their finances. Heritage Tax & Consulting Services, LLC will help you to set up, manage and train your own controller to utilize this software, allowing you to view your business’ financial picture from any angle.
  • Business startup services: Looking to start a business? Want to learn more about what it takes to stay afloat in the commercial world? We’ll advise you on your plan, help you to apply for business licenses and put you on the path to financial soundness right from the beginning as your business gets off the ground.
  • Bookkeeping: For the most comprehensive bookkeeping in Fort Myers, FL, turn to Heritage Tax & Consulting Services, LLC! We’ll ensure that your books are on the level and that your finances are completely accurate in every aspect of cash flow.
  • Financial statements: We’re adept at making sure your financial records are timely and accurate, giving you the peace of mind that your financial picture is complete.
  • Personal financial planning and consultation: If you’re looking ahead to the future or are seeking to manage a situation that has befallen you now, Heritage Tax & Consulting Services, LLC is here to assist with your personal financial planning and consultation. From retirement to debt alleviation, we tailor specific financial advice to help you meet your goals, both long and short term.

Tax Consulting Services

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. To learn more about how we can utilize our abilities to assist you, please don’t hesitate to contact us today at 239-482-5455.