Bookkeeping and Tax Services for Heritage District Businesses

Bookkeeping and tax preparation for Heritage District businesses in Gilbert. Monthly financials and IRS representation for local shops and service companies.

Downtown Gilbert's Financial Partner

Heritage District has a different feel than the rest of Gilbert. The walkable streets, local restaurants, and owner-operated shops create something that feels more like a small town than a Phoenix suburb. The businesses here are often run by people who left corporate jobs or moved from somewhere else to build something of their own.

We provide bookkeeping, tax preparation, and payroll for Heritage District businesses that need professional financial support without the overhead of a large firm. As your Gilbert area business accountant, we handle the back office so you can focus on customers walking through your door.

Monthly Bookkeeping

Transaction categorization, bank reconciliation, and monthly close. You get P&L and balance sheet reports every period so you know where the business stands instead of guessing.

Tax Preparation

Business and individual tax returns prepared by an Enrolled Agent. Your tax returns are accurate because we’ve maintained your books all year. No scrambling in March.

IRS Representation

When notices arrive or audits happen, you don’t handle them alone. Dan Weaver is licensed to represent you directly before the IRS and deals with them on your behalf.

Payroll Processing

Full payroll service with tax deposits, quarterly filings, and year-end forms. Your team gets paid correctly and on time. Arizona and federal compliance handled completely.

Heritage District Business Types

The businesses along Gilbert Road and the surrounding streets share something in common. They’re mostly owner-operated, they depend on local customers, and they don’t have accounting departments. The owner handles too much, and the books often slip because there’s always something more urgent.

We work with the types of businesses that make Heritage District what it is. Restaurants, boutiques, salons, and professional services doing anywhere from $100K to a few million in revenue. Businesses that need real bookkeeping but aren’t ready for a full-time hire.

Restaurants and Cafes

Heritage District’s food scene keeps growing. New restaurants, coffee shops, and eateries opening alongside longtime spots. We track food cost, labor, tips, and daily sales so you know if the month actually worked.

Salons and Wellness

The district has no shortage of salons, spas, and wellness studios. We handle booth rental accounting, tip reporting, commission tracking, and the worker classification questions that come up constantly in this industry.

Boutiques and Retail

Local shops selling clothing, gifts, home goods, and specialty items. Inventory tracking, Arizona sales tax, and cash flow management for businesses where revenue shifts with foot traffic and seasons.

Professional Services

Insurance agents, financial advisors, therapists, consultants. Offices tucked into Heritage District’s mix of old and new buildings. Clean books that track overhead and show what you’re actually keeping.

Common Questions

You're based in Queen Creek. Why would a Heritage District business work with you?

Queen Creek is 15 minutes away. We're local to the East Valley and understand the businesses here. Most bookkeeping happens digitally anyway, but we're close enough to meet when it matters.

What does monthly bookkeeping cost?

Starting around $200 per month depending on transaction volume. We quote exact pricing after learning about your business. Flat monthly rate, no hourly surprises.

Do you work with restaurants and retail?

Yes. Heritage District has a lot of both. We handle inventory tracking, tip reporting, sales tax, and the cash flow timing issues that come with food service and retail businesses.

What if the IRS sends me a notice?

Dan Weaver is an Enrolled Agent licensed to represent you before the IRS. We handle the correspondence and communication directly. You don't deal with the IRS yourself.

My books are behind. Can you help?

Yes. Most clients come to us with messy or backlogged books. We clean everything up first, then move into regular monthly service to keep things current.

The Valley's Trusted Accounting Firm