HERITAGE AG CPAS

HERITAGE AG CPAS HERITAGE AG CPAS HERITAGE AG CPAS

HERITAGE AG CPAS

HERITAGE AG CPAS HERITAGE AG CPAS HERITAGE AG CPAS
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    • Home
    • Who We Are
    • What We Do
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  • Who We Are
  • What We Do

Services

So much more than a typical CPA firm, we're structured to handle a variety of needs and build a team made just to fit you and your farming operation.

Core Suite of Services

Tax Planning & Preparation

  • Analysis for thoughtful planning
  • Preparation and filing for all entities
  • Strategic consulting when new opportunities arrive 

CFO Services

  • Bank renewal & financials
  • KPI & benchmark reporting
  • Budget to actual analysis
  • Cash flow preparation & forecasting
  • Work with banker to assist in loan structure/renewal  

Bookkeeping, Payroll, Compliance

  • Run payroll, pay taxes, and file quarterlies
  • File W2s and handle all 1099s
  • Reconcile books weekly or monthly
  • Tie out all loans
  • Update fixed assets
  • Adjust entries posted after tax return filed


Additional & Ad Hoc Services

FSA & Crop Insurance Consulting

  • Crop Insurance analysis for coverage/opportunities
  • FSA structure planning with new OBBB limits 

Estate, Business, and Succession Planning

  • Strategic estate & succession planning to ensure peace of mind
  • Business creation for building toward long-term success

Wealth Management Services

  • Wealth manager referral
  • Risk management referral
  • Crop marketing referral

HERITAGE AG CPAS

Covering the Midwest - Based in Kansas & Nebraska

Copyright © 2025 HERITAGE AG CPAS  - All Rights Reserved.

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