HERITAGE ADVISORS CPA LLC

Website: Company Website

Address: 1500 E Bethany Home Rd Ste 250, Phoenix, Arizona, 85014-2463

Phone: (914) 275-8372

Contact Person: SAJEEV NARAYANAN

Legal Structure: Subchapter S Corporation

Year Established: 2018

Business Type: Service (100 %)

Principals: 1. Sajeev Narayanan, Partner

Ownership: Other Minority Owned, Self-Certified Small Disadvantaged Business, Subcontinent Asian American, Woman Owned

Products & Services

Heritage Advisors CPA, LLC is a full service C.P.A. firm, with core principles that form the bedrock of this 37 years old firm include the quality of our advice and deliverable's and timelines of responsiveness. From bookkeeping and accounting services, to certified audits & reviewed financial statements, projections, cash-flow analysis, lease-buy comparisons, investment analysis, retirement and estate planning, we provide the tools to allow you to make informed decisions about your personal and business finances. Recently, we have expanded our service offerings to include internal audits, due diligence, SOX consulting, SOC attestations and CFO support services.

Keywords

  • Tax Management
  • Taxes
  • Accounting
  • Attest & Non-attest
  • Internal Audit
  • Audit
  • Sox Support
  • Business Consulting
  • Risk Management
  • Financial
  • Financial Consulting
  • Litigation
  • Financial Reporting
  • Estate Planning
  • Compliance
  • Budgeting
  • Trust Planning
  • Payroll Services

NAICS Code(s)

  • 525920: Trusts, Estates, and Agency Accounts
  • 531210: Offices of Real Estate Agents and Brokers
  • 541211: Offices of Certified Public Accountants
  • 541213: Tax Preparation Services
  • 541214: Payroll Services
  • 541219: Other Accounting Services
  • 541611: Administrative Management and General Management Consulting Services

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