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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands. Our modern filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.

We are diligent about remaining up to date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Modern CPAs, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Our Specialties

  • Service-based Businesses

    Service-based businesses require specialized accounting, tax, and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses...

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  • Real Estate

    Modern CPAs works with a wide range of real estate industry professionals, including investors, brokers, agents, lenders, architects, as well as residential and commercial developers. The real estate industry is complex and creates unique challenges along with...

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  • Women-Owned Businesses

    As a small business owned and managed by a woman, Heit CPA & Associates is the perfect partner for women-owned businesses in many industries. Our firm has a wealth of experience...

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