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Heritage CPAs PLLC

Management

Jeff Bowser

Partner

Rick Garrett

Partner

About

**Heritage CPAs PLLC is a full-service tax and accounting firm based in northwest Oklahoma City that provides professional, personalized guidance to individuals and businesses across a wide range of industries.** Founded in 2021 by experienced CPAs with deep roots in the local accounting community, the firm combines seasoned expertise with a collaborative team approach to deliver close analysis and attentive service on every engagement. Its offerings include individual and business tax preparation and planning, bookkeeping, financial statement reporting, QuickBooks support, cash-flow management, estate and trust taxation, IRS representation, and advisory services designed to help clients improve profitability and focus on their core operations. By maintaining high professional standards and serving clients both locally and nationwide, Heritage CPAs PLLC positions itself as a trusted partner for those seeking reliable financial insight and long-term support.

Service Offerings

  • Bookkeeping
  • Tax Preparation & Planning
  • Accounting Services
  • Business Consulting
  • Individual Tax Services

Why we like Heritage CPAs PLLC

Heritage CPAs PLLC merits consideration among Oklahoma’s top bookkeeping providers through the deep professional experience of its partners and a full-service model that extends well beyond basic transaction recording. While many local bookkeeping firms operate as solo practices or focus primarily on monthly reconciliations, Heritage is led by CPAs whose combined careers span decades in public accounting, including senior roles at established Oklahoma firms and national practices, bringing advanced technical capability and industry knowledge to every client engagement. Its service offerings integrate accurate bookkeeping and financial reporting with strategic tax planning, QuickBooks expertise, cash-flow management, and advisory support, enabling clients to receive coordinated financial guidance rather than fragmented services from multiple providers. By combining seasoned CPA oversight, a collaborative team approach, and a commitment to personalized attention for both local and nationwide clients, Heritage CPAs PLLC demonstrates the professional depth and comprehensive support that justify its place among Oklahoma City’s leading bookkeeping and accounting firms.

View Our Review of James Dee Johnson & Company CPA's P.C.

Pros & Cons

Pros

  • Full-service CPA firm offering bookkeeping alongside tax, accounting, and consulting services.
  • Clear published phone, email, and physical address in northwest Oklahoma City.

Cons

  • As a full-service CPA firm, pure bookkeeping may be secondary to tax and advisory work, which could mean higher pricing or less specialized focus for clients seeking only basic monthly bookkeeping.
  • Limited independent public reviews on major consumer platforms such as Yelp make broader client feedback harder to assess compared with more review-active providers.

Review Scores

GoogleNot rated

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