Tax & Business Consulting

Russell E. Heaton, CPA is committed to being proactive in the areas of tax planning and business advising for our clients. We are constantly monitoring tax law changes. This enables us to ensure clients are tax compliant and advised on the most current tax-planning opportunities.

Founded in 1992, our firm has evolved into a niche practice that provides a wide range of tax advisory and business consulting services.  As a small firm, we work closely with our clients to understand their business and financial goals.  As a result, we can develop strategies to assist clients in achieving their goals.  

We have developed a network of highly qualified professionals in various disciplines. These long-term relationships enable us to provide clients with a high level of expertise. Working with these professionals in a team environment, we can provide solutions for a wide variety of client needs.

Tax preparation for the following entities

  • Individuals

  • Partnerships

  • Corporations

  • Trusts and estates

  • Transaction based tax planning

Tax Compliance & Advisory Services

Tax advisory services

  • Individual tax projections and year-end tax planning

  • Business tax projections and year-end tax planning 

  • Trusts and estate tax planning


Business advisory services 

Using our network of highly qualified professionals we assist clients in the following areas:

  • Business transition planning

  • Business valuations

  • Quality of earnings reports

  • Compensation analysis

  • Investment banking

  • Cash flow analysis

  • R&D credit studies

  • Cost segregation studies

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