Your tax and accounting experts
With Heritage Tax Company on your team, you can reach your goals, increase profitability, and achieve financial clarity, no matter the size of your company. We are always prepared to dedicate the time needed for the continuous growth of your business.
Whatever your needs, you can trust us to provide you with the highest level of service, professionalism, and passion to help you succeed.
Rebekah Roy, EA
Founder/Head Number Cruncher
Experience: Over 15 years experience within the accounting industry.
Education: Enrolled Agent (EA), Master of Science in Taxation (MST), Bachelor of Science in Accounting, NTPI Fellow.
Specialty: Tax & Advisory Services for individuals and businesses.
Our Mission
Making our clients’ lives better is our passion. How we do that is our expertise.
Every single client we serve receives the same dedication, care, time, and knowledge. Our team knows there’s no one-size-fits-all approach to tax and accounting services, because every business and individual is unique. We customize our service to your needs so that you are completely satisfied with what you receive.
You won’t regret partnering with Heritage Tax Company. We guarantee it.
Testimonials
We always put our clients first, and it shows
“It is rare to get that level of personal attention from a tax preparer.”
Noelle Castle
Rebekah is great! I really like the fact that she sits with us and goes though our taxes, asks questions, and completes our return while we are there. That way there are no surprises and I feel more confident that nothing is missed. It is rare to get that level of personal attention from a tax preparer – so many are just interested in turning around taxes, working virtually, and not taking time to answer questions.
“It is comforting knowing you have a true partner when dealing with financials.”
Dennis Wilson
I received a referral recommending Heritage Tax Company when the need arose to locate a new accountant or tax company. Rebekah and the team at Heritage Tax Company are knowledgeable, responsive, and professional. Heritage Tax Company ensures compliance and answers any and all questions well within a timely manner. Filing taxes is a seamless process with Rebekah and the team at Heritage Tax Company. I had several changes in 2021 and Rebekah and her team navigated the changes with ease. It is comforting knowing you have a true partner when dealing with financials.
“I cannot speak highly of Heritage Tax Company enough!”
Lorilye Allen
Rebecca is wonderful. She puts care into what she does. She is kind, and very friendly to work with. Her environment is very welcoming and comfortable. She was efficient and compatible with our needs! We will most definitely be returning!
“I will not be using anyone else.”
Donna Casoli
We have been using Heritage Tax Company for many years for our Business and our personal taxes. I can not say enough about how professional and timely Rebekah is. She is so patient with my many questions. I will not be using anyone else anytime soon if ever.
Let’s find your way to tax and accounting peace of mind
Let us be part of your journey towards success.