Heritage Accountants & Advisors

I have used Heritage Accountants and Advisors for my business and personal tax returns for the past 6 years. Their knowledge and expertise have been transformative for my professional career. I have since opened 2 additional businesses under their guidance with their assistance. They are so much more than accountants. They truly are business advisors. They've helped me avoid pitfalls, navigate budgeting and planning, explain worker's comp audits, 401k reconciliations, sales tax returns, and so much more. I trust them with my business, and have referred several clients over the years that have all been equally happy with the service they get. As your business grows, you have to grow your resource base, and NO ONE works harder to ensure your success on a multitude of levels than Herit

I can't recommend Phil Bellissimo enough! He truly goes above and beyond for his clients. I've referred many friends to him, and they all rave about his exceptional service. Phil handles the accounting for both of my businesses, including Birdie Bar, as well as my personal finances, and he does so with unmatched professionalism and care. Phil has even gone out of his way to recover money for me after mistakes I made paying bills that weren’t mine—ensuring I got every dollar back. He also visits Birdie Bar to meet with my chef and manager, helping us stay on budget and creating tools to make financial planning easier. What sets Phil apart is his patience and willingness to explain everything—letters, bills, paperwork—you name it. He has a way of breaking things down in a polite and unders

Scott and the Heritage team are fantastic partners to work with. Highly skilled, organized, and get things done. Scott is always two steps ahead, always on time, and highly communicative. Prior Accountants I worked with were always transactional, and a mess. Heritage is a real partner I can lean on for advice and support, couldn’t recommend them more.

Working with Heritage LLC has been an absolute game-changer for our business. Dana and Phil are nothing short of amazing—professional, patient, and incredibly knowledgeable. They took on the daunting task of cleaning up the mess left by our previous accountant and somehow made the entire process feel effortless. They didn’t just "fix" our books—they helped us truly understand them. For the first time, we have real clarity and confidence in our financials. Dana and Phil walked us through everything with a level of care and communication that’s rare to find these days. Heritage LLC is easy to work with, responsive, and genuinely invested in your success. I can’t recommend them enough. If you're struggling with your books or just want a team that makes accounting less of a headache Heritage

I've been working with BSB Accountants & Advisors since last year and they've been excellent! Super friendly and knowledgeable staff, excellent communication and very easy to work with. I've spent most of my time working with Phil, who goes above and beyond every step of the way. I highly recommend BSB.