Basic
Fees start at $950
- Individual return + 1 state return
- Return review video by Loom
- Email-only help desk
- Tax projection not included
Virtual CPA firm · Durham, NC
Bookkeeping, tax planning, tax returns and IRS help from a team that has run businesses of its own. You get clear numbers, a real plan, and someone who picks up the phone.
The track list
Most owners need help on both sides of the record: the business and the personal return it feeds. Flip it over.
Small and mid-sized businesses get services designed to increase productivity and decrease tax liability.
Individuals get tax planning, tax preparation and tax problem resolution, with the same attention to detail.
Liner notes
James E. Heyward grew up working his family’s hot dog wagon and doing bookkeeping in his father’s practice. Before he was a CPA he was a DJ, a marketer and a record label owner. That is why the advice goes beyond the ledger, into sales, marketing and operations.
“As an entrepreneur myself, I have a unique perspective on running a business.”
Oscar L. Heyward founds A-OH Business Services in New York after five years as a senior accountant in audit and tax.
James E. Heyward, a Duke student and WXDU mixshow DJ, launches TakeTwo Entertainment, a marketing and DJ company.
He starts Madd Waxx Records and learns first-hand what it takes to run a small business.
After public accounting and a publicly traded multinational, James earns his CPA license.
Heyward CPA launches in a spare bedroom to help small businesses grow.
A virtual CPA firm based in Durham, licensed in North Carolina and New York.
Packages & prices
Published packages with clear inclusions and response times. Every tax package includes your individual return and one state return, a Loom video walking you through it, and access to the online portal.
Fees start at $950
Fees start at $1,500
Fees start at $2,500
For business owners
Minimum monthly investment $299
Industries
No matter what industry you’re in, the firm pairs professionalism with a highly customized approach to your accounting and tax needs. And yes, a CPA who once spun records really does understand mobile DJs.
All industries servedThe crew
Principal Associate
Founder. Duke graduate, former DJ and record label owner, CPA since 2008.
Founding Associate
Almost forty years advising small businesses; former controller and CUNY adjunct professor.
Operations Manager
Keeps client work moving. With the firm since 2015.
Senior Associate
More than two decades of accounting experience. Invoice Sherpa Advisor.
Director of Business Development
Leads BizTherapy group coaching and co-hosts HEYWARD CPA LIVE!
Marketing Coordinator
Duke and UNC graduate. Co-host of the Financial Flipside podcast.
Free resources
Bi-weekly insights for owners ready to scale past six figures: tips, tax due dates, tax strategies and reminders for the next livestream.
Subscribe freeTrack your refund, run financial calculators and browse a library of tax and accounting articles.
Open the resource libraryA 12-week group coaching program for owners, led by Kory Franklin.
Watch the overviewQuestions, answered
No. Heyward CPA is a virtual CPA firm, so meetings, document sharing and reviews happen online and by phone. The firm is based in Durham, North Carolina, and is open Monday through Friday, 8:30 AM to 5 PM.
Published tax packages start at $950 (Basic), $1,500 (Plus) and $2,500 (Premium). Each includes your individual return and one state return, a Loom video walking through your return, and access to the online portal. Plus and Premium add tax projections and faster call support.
BYOB is for owners who want to keep their own books with a CPA in their corner. For a minimum of $299 a month you get monthly bookkeeping monitoring, a quarterly review meeting, 12-month subscriptions to Xero and Hubdoc, plus accounting system setup and Xero training.
Yes. IRS problem resolution covers back taxes, unfiled returns, audits, liens and levies, wage garnishments, installment agreements, offers in compromise and penalty abatement.
Yes. Heyward CPA is a Xero Certified Advisor and helps businesses set up, learn and get more from cloud accounting.
Heyward CPA is licensed in North Carolina and New York.
Yes. Heyward CPA offers a free initial consultation to individuals and businesses. Book online or call to get started.
Watch & listen
James E. Heyward and Kory Franklin break down taxes, entity choice and growth for small business owners. Start with the episode on when to move from Schedule C to an S-Corp.
Drop the needle
Book a free consultation to talk through your books, your taxes or an IRS letter. Prefer to talk now? Call the office during business hours.