About Us
A Legacy of Tax Expertise
Heritage Advisory & Tax was founded by Rebekah Roy, an Enrolled Agent with deep roots in the accounting world. Raised in a family business, Rebekah learned the ins and outs of bookkeeping and tax strategy from an early age. With almost two decades of professional experience and a reputation for honest, personalized service, she built this firm to carry forward the values she was raised with: integrity, hard work, and practical advice that makes a difference.
Rebekah Roy • Founder, Enrolled Agent, Senior Tax Advisor
“Success doesn’t come from what you do occasionally, it comes from what you do consistently.”
— Marie Forleo
At Heritage Advisory & Tax, we believe in taking a human approach towards tax. Our goal is to help make your business operations easier by conveying your financial data in a way you can understand — but never in a one-size-fits-all approach.
Our Process Is Simple
1. Client Application
Complete our short application so we can understand your needs and ensure we’re the right fit to support your goals.
2. Discovery Call
Join us for a 30-minute phone or Zoom session to discuss your situation, challenges, and next steps toward clarity and strategy.
3. Proposal & Deposit
If we’re aligned, you’ll receive a custom engagement proposal along with an invoice for the initial deposit to secure your spot.
4. Onboarding & Ongoing Support
We get to work — requesting documents, setting up systems, and guiding your tax strategy with continued communication and updates throughout the year.
Solutions that help your business thrive
Advising
We provide strategic tax and accounting advisory for businesses that want clarity, direction, and real results. Whether you’re just starting out or scaling up, our goal is to simplify the complex, streamline your systems, and position your business for long-term success. Choose from quarterly or semi-annual strategy meetings. Let Heritage Advisory & Tax help you move forward with confidence — schedule your discovery call today.
Tax
At Heritage Advisory & Tax, we deliver expert tax preparation services for individuals, businesses, and organizations across New England and beyond. Tax season doesn’t have to be stressful — we handle every return with care and precision, helping you reduce your tax liability, stay compliant, and protect what you’ve built.
Accounting
Accurate, well-organized financial records are essential to running a successful business — but managing them shouldn’t drain your time or energy. At Heritage Advisory & Tax, we take the burden off your plate with reliable accounting support tailored to your needs. From day-to-day bookkeeping to financial reporting, we help you stay organized, compliant, and focused on growth.
Payroll
Payroll doesn’t have to be a hassle. At Heritage Advisory & Tax, we streamline the entire process so you can focus on running your business — not running payroll. Our team ensures every step is handled accurately and on time, from direct deposits and tax filings to year-end reports and compliance.
For S-Corporation owners, we also offer detailed reasonable compensation studies to support IRS compliance and ensure your payroll strategy aligns with your overall tax plan.
Let’s find your way to tax and accounting peace of mind
Let us be part of your journey towards success.