Heritage Advisors is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Arizona and California (although they are present in other states as well).
Most Heritage Advisors clients are individual and family services, social advocacy organizations, trade associations, professional associations, and grantmaking foundations with revenues ranging from $93,932 to $1.3 million.
Previous legal names, trade names, or just variations of their name include: Heritage Advisors CPA LLC.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Building Arizona Families | 501(c)(3) | Surprise, AZ |
| 2 | Service Industry Association | 501(c)(6) | San Diego, CA |
| 3 | Asian Corporate and Entrepreneur Leaders | 501(c)(3) | Tempe, AZ |
| 4 | Sunrise Foundation | 501(c)(3) | Paradise Valley, AZ |
| 5 | Casa Center for Positive Social Change | 501(c)(3) | Phoenix, AZ |
| 6 | Arizona Public Defender Association | 501(c)(3) | Phoenix, AZ |
| 7 | Langerman Foundation | 501(c)(3) | Phoenix, AZ |
Competitors to Heritage Advisors in the nonprofit sector include Miller Haviland Ketter PC PA, Greenawalt and Company PC, Seth D. Strongin CPA P.C., HG&K Ltd, Lanier Deal and Proctor CPAs, Hyland Ruddy and Garbett CPAs LLC, Bowman and Miller PC, Clairmont Paciello and Co PC, Wilhelm and Wilhelm LLC, and Troy Reichlein CPA LLC.
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