Individual & Small Business

Heveron & Company CPAs provides a wide range of services to individuals and businesses in a variety of industries.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of current tax laws and legislation.

Business Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Audits, Reviews, and Compilation

Heveron & Company CPAs services include financial statement audits, compliance audits, Consolidated Fiscal Report engagements, agreed-upon procedure engagements, compilation and reviews to meet your organization’s needs.

Financial Statement Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.

Compliance Audits
Compliance audits are required when you spend more than $750,000 in federal awards during your calendar or fiscal year, and also when certain funders or regulators require Governmental Auditing Standards. We are members of the AICPA’s Governmental Audit Quality Assurance Center and regularly perform compliance audits.

Consolidated Fiscal Report Audits
We have prepared audits of Consolidated Fiscal Reports (CFRs) for many years and have a team dedicated to these unique audit engagements.

Agreed-upon Procedure Engagements
These special audits are generally required by funders or regulators. Procedures are based on requirements that are imposed on funding your organization receives. We provide a wide variety of agreed-upon procedures engagements.

Reviews provide limited assurance to outside interests and involve obtaining information about your organization and its environment, as well as information about how your financial reports are prepared.

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Accounting Services

Timely, accurate, and meaningful financial information is a necessity.  It helps you understand and direct your business and make necessary decisions in a timely way.  It improves profitability and provides insight for your strategy.
Our firm provides a full range of cost effective accounting services including the following:

  • QuickBooks bookkeeper training
  • Accounting system set up-chart of accounts and financial statement design
  • Business tax return preparation

QuickBooks Services

Our certified QuickBooks Pro Advisor can help you select the right QuickBooks software or online service, assist you with setting up a proper chart of accounts and designing meaningful reports. We can also answer your individual questions or provide comprehensive training, and fill in when your bookkeeper is away.

Retirement Plan Audits

We have been performing audits of qualified plans for decades. We are members of the AICPA Employee Benefit Plan Audit Quality Center. We go beyond just delivering an audit. We focus on issues that could potentially disqualify the plan and notify you immediately if anything comes to our attention.

We know that the laws and compliance issues surrounding the management and administration of employee benefit plans are complex and constantly changing. We also know that benefit plans are essential to attracting and retaining key employees. We have developed resources to assure high quality, compliant benefit plan audits.

Our audit is intended to help you safeguard your assets, produce accurate financial statements, and comply with Department of Labor and US generally accepted accounting principles, including all necessary disclosures and assure that you are complying with requirements of ERISA.

Information Request for Services Listed Above

If you would like information about any of our services please submit this form, email us at or call us at 585-232-2956.