Nova Heritage Group
Accounting and tax for small businesses across the Kansas City metro and anywhere in the U.S. Books closed by the 10th, a monthly profit dashboard, payroll and sales tax handled, and your returns prepared and e-filed. One firm, fixed fees.
Year-end offer: start a monthly plan by December 15 →Most owners don't find out until April, when it's too late to fix.
Most owners juggle a bookkeeper, a payroll app, a sales tax login, and someone who does the return in March. We handle all of it, and it all ties out.
Catch-up in about a week when scoped, then a monthly close you can count on.
See a sample dashboard → Small business bookkeeping → Cleanup & catch-up →
Your business return and your personal return, prepared from books we already keep.
Every monthly plan already includes a dashboard. When you need more, we build it, backed by senior analytics experience.
Small businesses of almost every kind, plus the owners and families behind them. If you have a bank account, receipts, and a filing deadline, we can help.
No sales pitch. You get something useful in writing, and a fixed price if you want us to take it from there.
Give us read-only access to your QuickBooks file. Within 48 hours you get a short written review and a fixed quote.
For profitable LLCs and sole proprietors. We estimate what an S-corp election could save you after a reasonable salary, payroll costs, and the extra return.
Ranges are shown up front. Your exact fixed fee comes after we look at your QuickBooks file and last return. Month-to-month; no long-term lock-in.
We're taking 5 new monthly clients before tax season.
Monthly plans
Simple, accurate books every month.
Solo owners with straightforward books.
Clear numbers that support growth. Most popular.
Growing businesses and most contractors.
Hands-on support, more complexity.
Established or multi-account businesses.
Any monthly plan, plus your returns.
No surprise invoice in April.
Tax preparation only
1120-S, 1065, or 1120, federal and state. Fixed quote after we review your books.
Federal 1040 and state return for owners and individuals. Priced by schedules, not by the hour.
Prior-year returns and the catch-up books behind them, on one fixed proposal.
Fixed fees by engagement letter. Net 15. Projects: 50% deposit, 50% on delivery. Card fees are built into package prices. Now booking for the 2027 tax season.
Fit call, fixed proposal, then we get to work.
We work in QuickBooks Online through accountant access, so you never share your login. Engagement letters are signed electronically, and we never ask for passwords or full account numbers by email. You can remove our access at any time.
No. Nova Heritage Group is an accounting and tax firm, not a CPA firm. We handle bookkeeping, payroll, sales tax, and tax preparation and e-filing. We don't perform audits, reviews, or other attest services. If your bank or a contract requires a CPA-issued report, we'll get your books ready and coordinate with a CPA.
Yes. That's a common setup: you keep your CPA for the return and we handle the monthly work. We hand your CPA clean, reconciled books at year end.
Not much is. Catch-up is a core service, and we can pair it with prior-year returns. You get one fixed quote for the whole cleanup before we start.
No. We're based in Lee's Summit and serve the whole Kansas City metro area on both sides of the state line, and everything also runs remotely through QuickBooks Online, email, and video calls, so clients anywhere in the U.S. are welcome. Each additional state return is quoted separately.
QuickBooks Online and QuickBooks Payroll for most clients, and Xero when you're already on it. Returns are prepared in professional tax software and filed electronically.
A one-page view of revenue, net profit, cash, and who owes you money, plus margin by job type, client, or product line and a short note on what changed and what to watch. Essential plans get a simpler snapshot. See a sample.
If your books for a month aren't closed by the 10th of the next month, that month's bookkeeping fee is free. The clock starts once we have your bank and card access and any documents we asked for.
Monthly plans are month-to-month with 30 days' written notice to cancel. Tax preparation is a separate fixed-fee engagement for each tax year.
Tell us what's behind and what's due. We'll give you the plan and a fixed number.
greg@novaheritagegroupllc.com
NOVA HERITAGE GROUP