Strategic, Forward-Thinking Certified Public Accountants
Our CPAs are strategists and planners first, and accountants second.
Does your CPA firm provide a mere commodity, easily replaced by computer software? If tax time feels like a burden that gets in the way of real business, the answer is probably yes. We formed HFO Certified Public Accountants, the CPA arm of Heritage Family Offices, to bring strategic, forward-thinking tax planning services to our clients.
Our CPAs focus on your needs today while planning for threats, opportunities, and concerns in the future. Far too often, less strategic CPAs provide advice and perspectives that are short-sighted, referring to “this year” as the tax year that had just passed.
At HFO, our CPAs are firmly rooted in the present while continually thinking about the future.
HFO CPA Services
Complete Tax Planning
Advanced Income and Estate Tax Strategies
Tax Return Preparation
Compiled Financial Statements
IRS Representation and Tax Controversy
Proactive Financial Planning with an Income Tax Focus
Income taxes are among the greatest of life’s expenditures yet are often an afterthought. Proactive financial planning is woefully incomplete without a deeply intense income tax focus at its core. Every financial decision should be filtered through the lens of tax planning, and proper tax planning can only happen with consistent involvement by the tax expert in every major financial decision. That is why our CPAs carefully and deliberately consider income taxes before making any recommendation.