Business Details
Trusted Accountants for Business and Individual Financial Solutions in Hauppauge, NY
We are Heritage CPAs, a firm formed through the strategic merger of BSB Associates, LTD. and Ferrera, DeStefano & Caporusso, effective January 1, 2025. Our combined expertise spans decades in accounting, tax, and advisory services, creating a stronger team dedicated to client success. We prioritize personalized attention, building lasting relationships, and delivering actionable insights to minimize risk and maximize growth. Our services include accounting, tax planning, business consulting, operational guidance, and audit representation for businesses and individuals. As members of the AICPA, we adhere to the highest professional standards while offering deep knowledge of New York tax law. Our approach emphasizes thoroughness, candor, and continuous learning to stay at the forefront of industry practices.We serve clients across Long Island and the greater New York Metro area, including Manhattan and Brooklyn, with a commitment to financial clarity and strategic partnership. Our process begins with a free consultation to assess your financial health, followed by tailored plans to strengthen your foundation and support sustainable growth. Client testimonials highlight our role as trusted advisors who provide peace of mind through proactive analysis and transparent communication. We differentiate ourselves by acting as true partners, not just accountants, helping clients navigate challenges and achieve long-term financial health.
Services
Accounting Services
Tax Prep & Planning
Business Consulting
Operational Guidance
Audit Representation
Individual Services
Highlights and features
- We combine decades of expertise from two merged firms to deliver comprehensive accounting solutions.
- Our AICPA membership ensures adherence to the highest professional standards.
- We provide personalized service with transparent communication and proactive analysis.
- We specialize in New York tax law and serve clients across Long Island and NYC.
- Our strategic approach focuses on minimizing risk while maximizing business growth.
Associations and certifications
- AICPA
What people say
Key in surrounding myself with a professional team
Peace of mind in financial aspects
Proactive analysis of business needs
Transparent communication
Strategic partner for growth
Services
Accounting Services
We provide comprehensive accounting and bookkeeping solutions for startups and established businesses. Our team ensures accurate financial records, timely reporting, and compliance with regulatory standards. By maintaining detailed records and offering proactive analysis, we help businesses make informed decisions and maintain financial clarity.
Tax Prep & Planning
Our tax preparation and planning services focus on accurate, timely filings with an emphasis on minimizing liability. We handle income tax provisions, audit-ready documentation, and strategic planning to ensure compliance while optimizing tax benefits for businesses and individuals.
Business Consulting
As strategic partners, we offer consulting services to improve operational efficiency and profitability. Our expertise includes financial analysis, risk management, and growth strategies tailored to each client's unique needs and industry challenges.
Operational Guidance
We provide direction on best practices for bank financing, job costing, employee retention, and marketing. Our goal is to enhance business efficiency and sustainability through data-driven recommendations and actionable operational improvements.
Audit Representation
Heritage CPAs offers professional audit representation to resolve tax issues with authorities. We ensure discreet, efficient handling of tax disputes while maintaining compliance and protecting client interests throughout the audit process.
Questions
What accounting services do you offer for businesses?
We provide full-cycle accounting, bookkeeping, tax planning, and financial reporting tailored to businesses of all sizes on Long Island and NYC.
How can you help reduce my business tax liability?
Our tax planning services identify legal deductions and credits while ensuring compliance through accurate, audit-ready documentation.
Do you serve clients outside Hauppauge?
Yes, we serve businesses and individuals throughout Long Island, Manhattan, and Brooklyn with both in-person and virtual consultations.
What makes Heritage CPAs different from other firms?
Our merger combines decades of expertise with personalized service, acting as strategic partners rather than just accountants for long-term growth.
How does your audit representation work?
We handle all communications with tax authorities, ensuring discreet, efficient resolution of issues while protecting your business interests.
