Payroll and Bookkeeping Services

Heritage will be offering Bookkeeping and Payroll services beginning February 2021. 

To learn more email bookkeeping @ heritageincometax.com 

Please respond to the 6 part questionnaire below

  • How many accounts do you have that need reconciling? (checking, savings, credit card, loans, payroll etc.)

  • Do you use any of the following? (Stripe, Square, PayPal, Amazon, Infusionsoft, Clientline, Braintree, Forte, or any other merchant accounts or 3rd party software?

  • Who will be creating invoices, making deposits, paying bills, processing payroll, filing sales tax and paying estimated tax payments?

  • What year and version of Quickbooks do you currently use? (you don’t need to own Quickbooks software to use our service)

  • What year did you last file taxes? Who filed them and will you be using them again?

  • What type of company do you manage? Cash or Accrual basis?  These answers will be on your last filed tax return.  (sole prop, LLC, partnership, S-Corp or C-Corp)