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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 delivers personalized professional services to both individuals and businesses. The firm offers a comprehensive range of tax, accounting, bookkeeping, and consulting solutions designed to help clients navigate financial challenges with confidence. Led by experienced partners, Heritage CPAs emphasizes practical strategies, high professional standards, and close attention to each client’s unique needs and goals. While rooted in the Oklahoma City community, the practice also serves clients nationwide through a team-oriented approach focused on long-term relationships. By combining technical expertise with a personal touch, Heritage CPAs positions itself as a trusted partner for those seeking reliable financial guidance and support.

Service Offerings

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

Why we like Heritage CPAs PLLC

Heritage CPAs PLLC justifies a top 10 position among Oklahoma City bookkeeping providers through its formal CPA firm structure, experienced partners, and comprehensive service mix that includes dedicated bookkeeping alongside tax, accounting, and consulting support. Unlike many independent or virtual-only bookkeepers listed on local directories, the firm offers greater continuity, professional oversight, and the ability to address both day-to-day record-keeping and higher-level financial needs under one roof. Clear contact information, a professional website, and a northwest Oklahoma City location further enhance accessibility for local clients. While public consumer review volume on platforms such as Yelp remains limited, the combination of CPA-level expertise, personalized service emphasis, and multi-service capability positions Heritage CPAs as a stronger, more integrated option for businesses and individuals seeking reliable bookkeeping within a broader professional framework.

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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