Your Local Year-Round Tax Advisors

Why Heritage Tax Advisors?

We believe tax advice is too often an afterthought – it should be available for every financial decision. 

Taxes should be simple, clear, and easy to understand. Besides, you have better things to do with your time than to worry about taxes.

We want you to be comfortable coming to us for support. When tax season ends, our office stays open so we are available to help you throughout the year. We are never too busy to guide you before you make financial decisions.

About Us

Heritage Tax Advisors is a member of the Heritage Financial family of companies and is located in Newberry, Florida.  In an effort to expand the comprehensive array of financial services we offer, Randy Kirkpatrick was recruited to join the Heritage team as the Operations and Tax Manager.  Soon thereafter, Heritage Tax Advisors was launched to fill the tax consultation, preparation and accounting needs of our existing clients and others in and around our community.

Since we are part of a financial advisory practice that focuses on tax-efficient retirement planning, while we are preparing your return, we have the capabilities to view your individual tax situation through that lens. The result? If there is a better way to position your retirement, our advisors can offer guidance to get you there!

Services

TAX PREPARATION

We can prepare your US federal and state income tax returns no matter where you live. We offer questionnaires and worksheets to guide you in gathering the necessary information.  If you prefer to assemble data in your own organized manner, please do so. Providing complete and organized data helps us keep our fees low.

Our tax preparation services include a “Two-Sets-of-Eyes” quality control process so we do not offer same-day service. 

BUSINESS ACCOUNTING

We offer bookkeeping and accounting services to help keep your business organized and free you from the hassle of doing the books; that way you can focus on making your business successful.  Depending on your business needs, each month/quarter/year we can perform the following services: 

• • Record cash income/receipts from your daily reports/bank deposits
  • Record cash expenses/disbursements
  • Reconcile bank and credit account statements
  • Prepare payroll/vendor checks for your signature
  • Prepare and review your payroll records and tax returns, as required
  • Prepare adjusting entries, as required
  • Prepare sales tax reports, as required
  • Prepare financial performance reports
  • Prepare annual income tax returns per the terms of the Tax Client Agreement and Engagement Letter for the current tax year

For more information and pricing please contact Randy Kirkpatrick @ (352) 474-6544.

Pricing

Standard tax return preparation for individuals 55 years of age and older will be prepared for a reduced fee of $99.  The fee for those 54 years and younger will be $159. This flat fee includes one e-filed personal, single or joint federal return (Form 1040) and one state return for one tax year. Additional charges may apply for additional schedules (i.e. Schedule C, E, F).  Request a free consultation to review your tax situation. 

How to Prepare

To begin, Schedule An Appointment and choose a time and date convenient for you.  Be sure you will have all the tax documents you need by the time of your appointment.

For your convenience, we have prepared a 2020 Tax Questionnaire free for you to download below.  This questionnaire can help you get organized and prepare for your tax appointment.

For in-person meeting:  Open the document in your browser window and complete the fillable PDF to the best of your ability (OR print a blank document and fill out manually).  Print the completed form and bring it with you to your tax appointment. 

For virtual meeting:  Open the document in your browser window and complete the fillable PDF to the best of your ability. Select your browser’s Print option and change the destination to Save as PDF and save the file to your computer.  When we confirm your virtual meeting, we will email you a link to securely upload this form along with all of your other tax documents.