A smiling couple stands by a lake with a cloudy sky, wearing casual summer clothes. The woman is in a floral dress and the man is in a light blue short-sleeve shirt and khaki shorts.

Thank you for contacting Heartwood CPA. We have received your inquiry and our team is currently reviewing your details.

What happens next?

One of our team members will reach out to you within 24–48 business hours to discuss your needs or schedule a discovery call.

In the meantime, if you have urgent documents to share, please wait for our secure portal invitation rather than sending them via email to ensure your data remains protected.

We look forward to connecting soon.

Best regards,

Jake Sheltrown, CPA