Partner

Harrison serves as the managing partner and CEO of Heartland Tax & Accounting, and oversees a team of accountants, bookkeepers, and tax preparers. His expertise lies in business startups, monthly bookkeeping, payroll services, and guiding business owners toward financial efficiency, accuracy, and government compliance.

Partner

Phillip specializes in tax planning for complex businesses, qualified retirement accounts, and income planning for retirees. His comprehensive approach to taxes and investments ensures that his clients are maximizing their income, reducing the amount of taxes they owe, and guaranteeing that they will have income that they cannot outlive.

Partner

David specializes in advocating for taxpayers in IRS matters, crafting retirement plans for business owners, and safeguarding client income during retirement. Whether you have received a letter from the IRS, are being audited, or need help strategizing retirement funding, David alleviates concerns with expert guidance and support.

Partner

Will specializes in preparing individual tax returns, strategic tax planning, and retirement planning specifically tailored for individuals retiring within the next 12 months. His expertise lies in a holistic approach to retirement income, ensuring financial security that sustains purchasing power over time, and safeguarding against outliving your savings.