About Us
A Legacy of Tax Expertise
Heritage Tax Company was founded by Rebekah Roy in 2017, but its legacy goes back years. Rebekah has been in the accounting industry her whole life, as she grew up working with her father and learning the tricks of the trade. Now, Heritage Tax Company is built on the same values that were handed down through generations: hard work, personalized service, and honesty.
Rebekah Roy • Enrolled Agent
“Success doesn’t come from what you do occasionally, it comes from what you do consistently.”
— Marie Forleo
At Heritage Tax Company, we believe in taking a human approach towards tax and accounting. Our goal is to help make your business operations easier by conveying your financial data in a way you can understand — but never in a one-size-fits-all approach.
Your business is unique, and we care about that, because once you choose us, you choose to be part of our family.
Why Work With Heritage Tax Company
Our team of experts specializes in making tax and accounting easier for individuals and businesses within the greater Boston and northern New England area. Whether you’re just starting out or you’ve been in business for years, we can help!
Elevate your productivity and get more work done by allowing our experts to handle all your tax and accounting needs. With us on your team, you can reach your goals, increase profitability, and achieve financial clarity. Whatever your needs, you can trust us to provide you with the highest level of service, professionalism, and passion to help you succeed.
Tax & accounting solutions that help your business thrive
Accounting
All businesses need to have structured, meticulously prepared financial records. Even even little mistakes might have a significant negative impact on your company. Despite how crucial it is, accounting can be a time-consuming and tiresome process — one that takes too much time from your business. Lessen your load by working with a firm like Heritage to help you with your accounting needs.
Payroll
Running payroll can be a headache for so many businesses, but there are ways to reduce the amount of time you spend doing it. Concentrate on running your business instead of the hassles of payroll. Let our team of professionals maintain a close eye on each step required to guarantee that your payroll is done promptly, effectively, and precisely.
Tax
Heritage Tax Company is happy to provide the finest level of tax preparation services to individuals, corporations, and organizations throughout the greater Boston region and northern New England. The tax preparation process can be lengthy and stressful — we’re here to alleviate you of that strain by carefully and thoroughly preparing your tax returns, allowing you to reduce your tax liability and safeguard your financial interests.
Consulting
We offer tax and accounting consulting for businesses that need guidance in navigating these complicated tasks. Our goal is to leave clients in a better position than when we started working with them, offering expertise in how to streamline, organize, and gain clarity. We want to help grow your business. Call Heritage Tax Company today and let’s take your business to the next level.
Testimonials
We always put our clients first, and it shows
Let’s find your way to tax and accounting peace of mind
Let us be part of your journey towards success.