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Business Profile

CPA

Heritage Advisors CPA LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(602) 569-9959Email BusinessWrite a Review

About

Overview

Heritage Advisors CPA LLC

1500 E Bethany Home Rd Ste 250

Phoenix, AZ 85014-2463

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BBB Accreditation & Rating

Heritage Advisors CPA LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

Heritage Advisors CPA offers CPA and tax planning services including Bookkeeping, Accounting, Compilations and Reviews, Individual tax compliance and tax savings strategies, Business, trust, and estate tax compliance, Research and Development Tax credit studies (R&D Tax credits), Employee retention credits (ERC), CFO and Controller fractional services, Business Valuation, and Due diligence for buy/sell transactions.

BBB Accredited Since: 12/14/2021

Years in Business: 11

Products and Services

CPA services. Pls see Business description above, Accounting, Bookkeeping Services, Cash-Flow Analysis, Certified Audits, CFO Support Services, Due Diligence, Estate Planning, Internal Audits, Investment Analysis, Lease-Buy Comparisons, Projections, Retirement Planning, Reviewed Financial Statements, SOC Attestations, SOX Consulting, Tax Consultation, Tax Return Preparation

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
12/16/2015
Business Started:
10/27/2014
Date of New Ownership:
2/1/2018
Business Incorporated:
4/14/2018
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Keystone Audit LLC
Heritage Advisors LLC
Business Management:
Ms. Brittney Wagner, Office Manager
Mr. Sajeev Narayanan, Partner
Mr. Padma Priya Kasturi - Rangan, Member and Manager

Additional Contact Information

Principal Contacts
Mr. Sajeev Narayanan, Partner
Mr. Padma Priya Kasturi - Rangan, Member and Manager
Customer Contacts
Ms. Brittney Wagner, Office Manager
Mr. Sajeev Narayanan, Partner
Additional Phone Numbers
Other Phone: (914) 275-8372
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
Checks or credit cards. Credit card processing fee is 3%. 
Refund and Exchange Policy
Time spent is billed to the client. Invoices are due on receipt. APR of 18% charged on amounts past due.
Other Resources
Arizona Board Of Accountancy
100 N. 15th Avenue, Ste. 165
Phoenix AZ 85007
Phone Number: (602) 364-0804
Fax Number: (602) 364-0903
http://www.azaccountancy.gov
Business Categories
CPA, Tax Return Preparation, Tax Consultant, Accountant, Bookkeeping Services, Accounting, Tax Negotiators, Taxes, Tax Representatives

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