Heritage Tax and Accounting

Heritage Tax and Accounting is an Accountant in Poway, CA, located at 12439 Poway Rd STE D. The firm provides income tax preparation, bookkeeping, payroll, and corporate tax services for individuals, small businesses, S Corps, C Corps, trusts, and estates. It also offers financial statement preparation, tax reviews, business incorporation, advisory services, and detailed budgeting reports. The business has served the Poway area for four years, having moved from Arizona to California. It holds a 5.00 rating based on customer reviews.

Tiffany Heritage founded the firm after attending the WP Carey School of Business at ASU, where she earned a BS in Accountancy. She is currently pursuing a Master’s in Taxation at Grand Canyon University. With over 15 years of experience in the accounting industry, she specializes in business, individual, and non-profit taxation. Her background includes navigating tax changes and credits, including those related to Covid-19 funds. She is a member of the California Society for Tax Consultants, the AICPA, and the TEAM Networking group. The firm also supports non-profits, charities, and the military community.

Alan I Baskin, CPA, EA, and CMA, is transitioning his practice, Baskin & Associates, to Heritage Tax and Accounting. Baskin received his BA in Accounting from Upsala College in 1971 and his MBA in Quantitative Analysis from Seton Hall University in 1974. He opened Baskin & Associates in January 1979. He served in the U.S. Navy from 1964 to 1977 and in the U.S. Air Force Reserve from 1977 to 2007, retiring as a Colonel.

The business is known for its positive rating from customers who have reviewed it. This reflects the trust clients place in its tax preparation and accounting services.

Heritage Tax and Accounting brings over 15 years of specialized tax experience to Poway, helping local businesses and individuals navigate complex financial landscapes with precision and care.

Heritage Tax and Accounting sits on Poway Road, just a short distance from Pomerado Road and near Poway Creek and Poway Oaks Neighborhood Park.

BizScoreAI awards the business a Technical score of 89 out of 100, which ensures the website is secure and easily readable by search engines. The firm also achieves a Discoverability score of 75 out of 100, allowing AI crawlers to find every page and enabling AI assistants to recommend the business.