Business Details
Trusted Accounting & Advisory Services for Business Growth
Heritage CPAs was formed through the strategic merger of BSB Associates, LTD. and Ferrera, DeStefano & Caporusso, combining decades of expertise in accounting, tax, and advisory services. Our team of certified public accountants brings together extensive experience from Big 4 firms and specialized local practice, offering clients a broader range of resources while maintaining personalized attention. We serve businesses and individuals across the New York Metro area, including Long Island, Manhattan, and Brooklyn, with a focus on delivering tailored financial solutions. Our professionals hold memberships in prestigious organizations like the AICPA, ensuring adherence to the highest industry standards.Through proactive analysis, transparent communication, and continuous learning, we help clients build financial foundations that support sustainable growth. Our approach emphasizes three pillars: thoroughness in financial analysis, candor in client communication, and constant research to stay ahead of evolving tax practices. We differentiate ourselves by acting as strategic partners rather than mere service providers, offering specialized expertise in areas like New York tax law, audit representation, and business consulting. Our commitment to long-term relationships is evidenced by client testimonials highlighting trust, reliability, and comprehensive support across financial, tax, and operational matters.
Services
Accounting Services
Tax Preparation
Business Consulting
Audit Representation
Individual Tax Services
Income Tax Provisions
Operational Guidance
Business Management
Highlights and features
- We combine Big 4 expertise with personalized service delivery
- Our team holds active AICPA memberships and decades of combined experience
- We provide specialized knowledge of New York tax law and regulations
- We offer 24/7 client communication with clear, frequent updates
- Our merger creates expanded resources while maintaining personal attention
Associations and certifications
- AICPA
What people say
Key in surrounding myself with a professional team
Peace of mind in financial aspects
Professional team expertise
Financial clarity and confidence
Long-term trusted partnership
Services
Accounting Services
Our accounting services provide comprehensive financial management for businesses of all sizes. We handle daily bookkeeping, financial statement preparation, payroll processing, and tax compliance while maintaining strict adherence to regulatory requirements. Our team ensures accurate records that enhance decision-making and support business growth through improved financial visibility and operational efficiency.
Tax Preparation
We offer complete tax preparation and planning services for businesses and individuals. Our expertise covers corporate tax returns, partnership filings, estate planning, and personal tax services. We focus on minimizing tax liabilities through strategic planning while ensuring compliance with federal, state, and local regulations through audit-ready documentation.
Business Consulting
Our business consulting services help clients navigate complex financial challenges. We provide strategic guidance on cash flow management, entity selection, succession planning, and operational efficiency. Our consultants work as strategic partners to develop customized solutions that enhance profitability and support long-term business objectives.
Audit Representation
We provide expert representation during IRS and state tax audits. Our team handles all communication with tax authorities, prepares necessary documentation, and develops defense strategies for issues including wage garnishments, bank levies, and tax liens. We work to resolve disputes while minimizing financial impact and protecting client interests.
Individual Tax Services
Our individual tax services focus on maximizing personal financial health. We help high-net-worth individuals manage complex tax situations through strategic planning, deduction optimization, and estate tax reduction. Our approach combines personalized advice with advanced analytics to minimize tax burdens while maintaining full compliance with evolving regulations.
People
Philip Bellissimo
Partner
With extensive experience in accounting and advisory services, Philip brings strategic leadership to Heritage CPAs. His expertise in financial analysis and client relationship management supports business growth through tailored solutions.
Philip Caporusso
Partner
As a seasoned accounting professional, Philip specializes in tax planning and compliance. His deep understanding of New York tax law helps businesses navigate complex regulatory environments while optimizing financial outcomes.
Anthony Ferrera
Partner
Anthony contributes decades of experience in audit representation and tax controversy resolution. His technical expertise and strategic approach help clients resolve disputes with tax authorities while minimizing financial impact.
Michael DeStefano
Partner
Michael specializes in business consulting and operational guidance. His strategic insights help companies improve efficiency, manage cash flow, and implement effective internal controls for sustainable growth.
James Moran
Partner
James provides expert advisory services in financial statement preparation and tax provision analysis. His background in Big 4 accounting firms brings sophisticated technical knowledge to client engagements.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial statement preparation, payroll processing, and tax compliance tailored to small business needs.
How are you different from other accounting firms?
We combine Big 4 expertise with personalized service, acting as strategic partners rather than just number crunchers, with specialized knowledge of New York tax law.
Do you handle tax audits and controversies?
Yes, we provide expert representation for IRS and state tax audits, including wage garnishments, bank levies, and tax lien resolution.
What areas do you serve?
We primarily serve the New York Metro area including Long Island, Manhattan, Brooklyn, and surrounding communities from our Hauppauge office.
How do you approach tax planning?
We use proactive strategies to minimize tax liabilities through deduction optimization, income deferral, and estate tax planning while maintaining full compliance.
What business consulting services do you offer?
Our consulting includes cash flow management, entity selection, succession planning, internal controls, and strategic business planning tailored to client needs.
