Heritage Accountants & Advisors

Heritage CPAs, PLLC is a boutique accounting firm offering tax, accounting & advisory services to closely held businesses and their stakeholders. Our firm has four decades of experience providing professional and personalized services to clients of various backgrounds, across various industries.

We apply this knowledge in helping all of our clients meet their personal goals, achieve success, and build long term wealth. Our core belief is that every business should have an accountant who acts as a partner in its success and we strive to be that resource. Heritage is the successor firm of two preeminent Long Island accounting firms—BSB Associates and Ferrera, DeStefano & Caporusso. The two firms merged on January 1, 2025, to expand the range of services available to their respective clients. After decades as standalone practices, the merger brings together two organizations committed to client service—a "heritage" we intend to carry on for generations to come. Full-Service Accounting & Advisory Services Heritage provides a full range of accounting, taxation and business consulting services to our clients. We have a team of qualified accounting professionals who ensure our clients financial records are maintained accurately and timely. We work with clients to ensure that their business processes are conducted in a manner that ensures ongoing integrity of their financial systems. We have invested in tax technology platforms that allow us to deliver streamlined tax preparation services. These investments have automated data entry and collection, allowing us to focus our time on delivering value-add services. Our services include, but are not limited to: Tax Preparation and Advising Remote Bookkeeping & Accounting Business Transaction Advisory & Consulting Review & Audit of Financial Statements Income Tax Provisions Analysis of Financial Statements Compilations Tax Audit Assistance Job Costing & Breakeven Analysis