Who We Are
At Heer & Co., we have professional designations and the expertise to provide all the services the practice offers. The expertise has been developed over many years of providing public practice related services to our clients who vary from individuals with personal tax returns to publicly traded companies. We, at Heer & Co. provide these services on a timely and efficient manner accommodating our clients’ requirements. Our staff pride themselves at being professional and independent in their day to day dealings with our clients, while maintaining confidentiality at all times. They use their wealth of experience and knowledge in providing services not only to add value to their clients’ businesses but also to comply with tax and other regulations.
What We Can Do for You
Bookkeeping and Accounting
A successful marriage between bookkeeping and accounting will contribute to the long-term financial success of your business. Organized financial records and properly balanced finances produced by our bookkeeping and accounting processes are both key factors to this success. Focus on the parts of their business that you really love, while we look after your business financials and help your business grow.
Tax and Estate Planning
We offer a full range of taxation services including corporate, individual, proprietorship, partnership and trusts. Regardless of whether you own a business or simply want to ensure the safe passage of your lifetime assets, estate planning is important. Tax and estate planning and preparation is about more than filing your tax return on time. It is a fundamental part of the financial planning process.
Auditing and Business Advisory
Heer & Co’s audit and preparation of financial statements represents a very important and significant part of our business. Our accounting and audit services are specifically tailored to regulatory and credit requirements for small and medium size owner managed businesses. We place special emphasis on your needs and business goals.