Heritage Cpas Pllc
How we got $496K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Employees over time
▲ 20% since 2021Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2021 | Form 5500 | 5 | $575K |
| 2022 | Form 5500 | 5 | $575K |
| 2023 | Form 5500 | 5 | $575K |
| 2024 | Form 5500 | 6 | $690K |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Heritage Cpas Pllc this business | $736K | — |
| CRF ACCOUNTING SOLUTIONS LLC Oklahoma City · 3 employees | $736K | 0.0 mi |
| FD, THOMPSON & CO PLC Oklahoma City · 10 employees | $2.8M | 0.1 mi |
| SJR PROFESSIONAL CORP. Oklahoma City · 1 employees | $279K | 0.1 mi |
| B & C LARSON, LLC Oklahoma City · 1 employees | $209K | 0.3 mi |
| JAMES SCOTT INC Oklahoma City · 2 employees | $491K | 0.4 mi |
| LARRY STUBBLEFIELD, CPA A PROFESSIONAL LIMITED LIABILITY COM Oklahoma City · 4 employees | $734K | 0.6 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $496K |
| Multiple for this size and industry | 2.9× |
| Value range | $144K – $828K |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Accounting, Tax Preparation, Bookkeeping, and Payroll Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (23%). Treat these as a rough guide.
| Revenue range | $267K – $1.0M |
| EBITDA range | $62K – $238K |
| Industry (NAICS) | Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
Leadership
- JBJeffrey BowserSigned for the company · 2024 retirement-plan filing (Form 5500)
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Heritage Cpas Pllc
Heritage Cpas Pllc is an accounting & tax company in Oklahoma City, Oklahoma, in business since 2021. Its estimated annual revenue is about $736K, with roughly $171K of EBITDA. It has about 6 employees. Its estimated business value is $496K (likely range $144K–$828K).
Common questions
- Who owns Heritage Cpas Pllc?
- The owner of Heritage Cpas Pllc isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Heritage Cpas Pllc make?
- SeeBITDA estimates Heritage Cpas Pllc's annual revenue at about $736K (likely between $267K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Heritage Cpas Pllc worth?
- About $496K, roughly 2.9× its estimated EBITDA of $171K, typical for a accounting & tax company its size. Likely range: $144K–$828K.
- How many employees does Heritage Cpas Pllc have?
- About 6, from its 2024 retirement-plan filing.
- When was Heritage Cpas Pllc founded?
- Heritage Cpas Pllc has been in business since 2021.