In the intricate dance of business operations, sound financial management is the key to success. Heritage Advisors CPA, LLC a stalwart in the industry for over 35 years, has been a beacon of support for high-net-worth individuals, small and mid-sized businesses, not-for-profit organizations, trusts, and estates. This blog delves into the pivotal role that accounting services play in fostering business growth and success.

As tax season approaches, businesses and individuals alike find themselves grappling with complex financial matters. Heritage Advisors CPA, LLC., a stalwart in the industry for over 35 years, has been a trusted partner in navigating the intricacies of tax seasons. This blog aims to shed light on the invaluable role of professional bookkeepers in simplifying the tax season journey.

In today's dynamic economic landscape, small businesses face unprecedented challenges. Heritage Advisors CPA, LLC, with over 35 years of expertise, understands the intricacies of supporting high net worth individuals, small and mid-sized businesses, not-for-profit organizations, trusts, and estates. As economic uncertainties persist, one valuable tool that can significantly aid small businesses is the Employee Retention Tax Credit (ERTC). This blog explores how ERTC can be a lifeline for businesses striving to weather economic storms.

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IR 2021-242, 12/6/2021; Notice 2021-65, 2021-51 IRB

The IRS has issued guidance for employers on the retroactive termination of the Employee Retention Credit (ERC). The ERC was retroactively terminated as of September 30, 2021, except for employers that are a recovery startup business.

Variations in state passthrough entity (PTEs) taxes, as well as the potential relaxation or repeal of the state and local tax (SALT) deduction limitation (currently being deliberated in Congress via the Build Back Better (BBB) bill) have complicated the decision for passthroughs to elect to pay a PTE tax.

9 Steps to Protect Your Practice

1. Get Your Expectations in Writing

   It’s easy to grab a boiler plate job description off the web. But if you want your Medical Bookkeeper to meet and exceed your expectations, it’s best to measure twice and cut once from the start.

We are delighted to announce the launch of our new website!

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