Rebekah Roy – Founder, Senior Tax Advisor

What has been your growth strategy so far?

Our growth strategy has centered on building strong relationships and delivering an educational, high-touch client experience. From the beginning, we focused on creating systems that are streamlined, technology-forward, and easy for clients to navigate. This foundation allows us to offer clear communication, faster turnaround times, and a more personalized advisory approach.

A major part of our expansion has come from designing service tiers that meet clients at different stages — from basic compliance needs to comprehensive, year-round advisory support. This flexibility helps us serve a wide range of individuals and business owners while still maintaining efficiency and consistency.

Referrals have been a significant driver of growth as well. Clients appreciate working with a proactive accountant who doesn’t just appear at tax time but stays engaged throughout the year. Their trust and word-of-mouth recommendations have allowed us to expand organically and sustainably.

Overall, our strategy blends relationships, education, and thoughtful service design, helping us grow while staying true to our mission.

How do you measure success for your clients? What metrics or outcomes matter most?

We measure client success by looking beyond traditional tax outputs and focusing on clarity, confidence, and meaningful financial outcomes. At Heritage Advisory & Tax, success begins with ensuring clients experience fewer surprises — whether that’s avoiding unexpected tax bills or having a clear view of their year-ahead obligations. We closely track the accuracy and impact of our tax-planning projections, evaluating how well our strategies reduce liabilities and improve overall financial efficiency.

Another key metric is the client’s understanding of their own numbers. When individuals and business owners can make informed decisions because their financial picture is clear, we consider that a major achievement.

Ultimately, success is measured by confidence and results. If clients feel supported year-round, avoid unnecessary tax, and make decisions with greater insight, then we know our partnership is truly creating value.

What is one piece of advice you regularly give to your business-owner clients?

One piece of advice I consistently give business-owner clients is simple but transformative: don’t wait until tax season to talk to your accountant. The biggest financial wins rarely happen in March or April. By the time tax season arrives, most opportunities for meaningful savings have already passed, and you’re left reacting instead of planning.

Real impact comes from engaging throughout the year. When we connect in July, October, and January, we have the ability to adjust compensation, refine entity structure, plan for major purchases, and forecast liabilities with enough time to act strategically. These early conversations allow us to identify tax-saving opportunities, prevent avoidable surprises, and ensure decisions are aligned with both short-term needs and long-term goals.

Business owners who treat tax planning as an ongoing process—not a once-a-year event—consistently see better outcomes and greater financial clarity. My advice is always the same: stay proactive, stay informed, and keep the dialogue open. It’s the mindset that turns compliance into true strategy.

How is Heritage Advisory & Tax preparing or adapting for these opportunities and challenges?

Heritage Advisory & Tax is preparing for today’s opportunities and challenges by staying agile, tech-driven, and deeply committed to education. The tax and regulatory landscape evolve rapidly, so our first priority is continuous research understanding new rules, emerging trends, and shifts that may affect our clients. But knowledge alone isn’t enough; we pair it with practical, technology-forward systems that allow us to respond quickly and implement strategies with precision.

Internally, we’ve built efficient workflows and digital tools that streamline our advisory and tax processes, ensuring clients get timely insights and easy access to the information they need. Externally, our focus remains on proactive communication. Through regular planning meetings, scenario modelling, and clear updates, we help clients anticipate changes rather than react to them.

By combining strong internal systems with ongoing client education, we ensure that individuals and business owners remain prepared, empowered, and well-supported, no matter how the regulatory environment shifts.

What legacy do you hope to build as a leader, both within the firm and for the clients you serve?

The legacy I hope to build as a leader center on trust, empowerment, and long-term impact. For clients, my goal is to create a firm that feels like a true partner one that brings clarity, stability, and confidence to every financial decision. I want individuals, families, and business owners to look back and feel that their financial lives were stronger, more organized, and more secure because they had someone consistently advocating for their best interests. If clients feel supported, informed, and prepared for the future, that is the legacy I want to leave.

Within the firm, my vision is to build a culture where team members feel valued, inspired, and equipped to grow. I believe exceptional client service starts with a strong internal environment, one built on collaboration, continuous learning, and mutual respect. I want Heritage Advisory & Tax to be a place where professionals develop meaningful careers and take pride in the difference they make. Ultimately, my leadership legacy is about lifting people, both clients and team, to a higher level of confidence and capability.

“Proactive planning, year-round guidance, lasting financial confidence”

“Turning complex tax decisions into simple, strategic opportunities”