Expert Financial Services for Businesses

At Heinzelman CPA Group, we provide expert financial services tailored to businesses and individuals. Whether you’re navigating tax complexities or planning for the future, we’re here to help.

Tax Services

At Heinzelman CPA Group, we understand that taxes are more than numbers—they’re a vital part of your financial strategy. We deliver tailored, results-driven solutions that not only meet compliance requirements but also maximize savings and identify opportunities to strengthen your financial future. Whether you’re an individual or a business, we’re here to help you grow today and plan for tomorrow.

Income Tax Preparation, Consulting, and Planning

Preparing your taxes can feel overwhelming, but with Heinzelman CPA Group, you’re never alone. Our comprehensive income tax preparation, consulting, and planning services are designed to minimize your tax liability while ensuring accuracy and compliance.

Benefits of Income Tax Services

  • Personalized tax strategies for your unique financial situation.
  • Proactive guidance to maximize tax efficiency.
  • Year-round support to keep you prepared.
For Businesses

From managing pass-through entities to optimizing corporate tax strategies, we tailor our approach to align with your business goals.

For Individuals
We help you navigate deductions, credits, and complex tax situations to ensure you keep more of what you’ve earned.

State and Local Economic Incentives

Expanding your business or investing in your community? Heinzelman CPA Group can help you take advantage of state and local economic incentives that reward growth, job creation, and investment.

Our team stays up-to-date on the latest programs and regulations, ensuring you receive every benefit available to your business. From negotiating with local authorities to preparing documentation, we’re by your side every step of the way.

Programs We Specialize In

  • Job creation tax credits.
  • Investment tax abatements.
  • Location-based incentive programs.

Benefits of Economic Incentives

  • Maximize incentives for business investments.
  • Navigate complex regulations confidently.
  • Unlock tax savings that directly impact your bottom line.
Did You Know?

Many incentive programs are competitive. Early application and accurate documentation are critical—Heinzelman CPA Group positions you to succeed.

Research & Development (R&D) Tax Credits

Innovation deserves to be rewarded, and the Research & Development Tax Credit is one of the most powerful incentives available to businesses. At Heinzelman CPA Group, we help businesses uncover and claim these credits, ensuring your efforts in innovation directly contribute to your bottom line.

Whether you’re creating new products, improving processes, or advancing technology, we’ll guide you through the qualification and documentation process to capture every dollar of credit available.

Benefits of R&D Tax Credits

  • Significant tax savings to reinvest in your business.
  • Expert support in navigating qualification criteria and reporting.
  • Strategic planning to maximize future R&D efforts.
Did You Know?

“R&D credits aren’t limited to tech companies—manufacturers, contractors, and small startups often qualify. Don’t leave money on the table.”

frequently asked question

Our process includes a thorough review of your financial situation, accurate tax preparation, deductions and credits analysis, quarterly tax estimates, and ensuring compliance with all IRS regulations.
Our tax consulting services identify opportunities to optimize your tax position, minimize liabilities, and plan for future financial needs. This includes strategies for retirement planning, investments, and estate planning.
Year-round tax planning ensures you’re always prepared for tax season. By proactively managing your tax strategy, we help you avoid surprises, reduce liability, and capitalize on savings opportunities throughout the year.
Activities such as developing new products, improving existing processes, creating prototypes, or implementing new technology may qualify. This applies across industries, including manufacturing, software, and engineering.
Documentation includes payroll records, project notes, supply expenses, and supporting technical documentation that demonstrates qualifying R&D activities.
We assess your business activities for eligibility, gather necessary documentation, and prepare the required filings to maximize your R&D tax credits while ensuring compliance with IRS guidelines.
Incentives include tax credits, grants, and abatements for job creation, capital investments, and operational expansions. These programs vary by location and industry.
We analyze your business activities, investments, and location to identify potential incentives. We also assist with applications and compliance to ensure you secure available benefits.
Industries such as manufacturing, technology, renewable energy, and construction often qualify. Businesses that drive economic growth and create jobs are prime candidates for these incentives.