Phil Bellissimo

Phil Bellissimo is a Managing Partner at Heritage CPAs who built his career with a clear mission: helping small business owners succeed.

 

After beginning at one of the world's largest accounting firms working with Fortune 100 companies, he realized he found far more purpose working directly with small businesses where he could have a meaningful impact.

 

Today, he leads a 25-person firm focused on becoming a trusted business partner rather than simply preparing tax returns. Phil believes accountants should help owners understand their numbers, make informed decisions, and navigate the ever-changing financial and tax landscape so entrepreneurs can focus on what they do best.

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Phil is passionate about continuous learning, staying ahead of tax law changes, and embracing technology—including AI—to improve both client service and internal operations. He emphasizes organization, financial literacy, budgeting, and long-term planning as key drivers of business success.

 

Above all, Phil values relationships, responsiveness, and trust, believing that great client service comes from being available, building strong referral partnerships, and delivering real value beyond compliance.