Heritage CPAs PLLC is a full‐service tax and accounting firm in Oklahoma City, Oklahoma offering a wide variety of tax and accounting services to meet the needs of both individuals and businesses.
Our mission is to provide our clients with outstanding tax, accounting and consulting services with a personal touch. We strive to empower our clients by implementing practical solutions that are focused on their needs and aspirations. We are committed to providing valuable insight to enable our clients to navigate the fluctuating financial landscape with confidence. We believe accounting is more than record keeping. It is about creative strategies to achieve goals and overcome challenges. We offer a wide variety of tax, accounting, and bookkeeping services to meet the diverse needs of our clients.
Jeffrey J Bowser, Partner
Jeff is a Certified Public Accountant with a Masters in Accounting from Oklahoma City University
and a BBA in Finance from Texas Christian University. Jeff has over 30 years’ experience in public
accounting. He served as a tax manager with a local accounting firm from 1993 until 2000 when
he joined Steakley & Gilbert PC which later became CPAOKC PLLC. His strong working
relationship with fellow team members led to the creation of Heritage CPAs PLLC in June 2021.
Jeff’s focus areas within the firm include corporate and individual tax, accounting, and financial
statement reporting. During his free time, Jeff loves to play tennis, travel, and spend time with
his family and friends.
Rick L Garrett, Partner
Rick is a Certified Public Accountant and is a summa cum laude graduate of the University of
Central Oklahoma, holding degrees in both accounting and finance. Rick began his accounting
career at RSM (previously Cole & Reed PC). With RSM, his primary area of focus was providing
tax compliance, consulting, and planning services to clients in the construction, real estate, and
private equity industries. These services continued to grow to cover both individuals and
businesses when he joined CPAOKC PLLC in July 2018. As a partner at Heritage CPAs PLLC, Rick’s
expertise of business management coupled with his vast tax and accounting knowledge ensures
that he possesses the experience necessary to serve as a trusted partner to all sizes and types of
individuals and businesses. On just about any weekend, you’ll find Rick at his favorite fishing hole
or spending time with his wife and children.
Edward J. Havrilla, Partner
Eddy is a Certified Public Accountant with an MBA in Accounting & Finance from Georgia State
University and a BBA in Accounting from the University of Georgia and he has served over 40 years
in public accounting. He was the founding partner of Havrilla & Goranson PC for 30 years before
the firm merged into CPAOKC PLLC. Prior to Havrilla & Goranson PC, he was an Audit Supervisor
with Coopers & Lybrand. Eddy’s vast experience with tax and accounting makes him an incredibly
valuable member of Heritage CPAs PLLC. Eddy’s desire to grow and develop his younger partners
will allow him to start dreaming of slower days. His favorite title of “Oodad” is called by grandkids
and when he’s not at work, you’ll find him enjoying life with his family and vast array of friends.
Valerie McCall, Tax Manager
Valerie is a Certified Public Accountant with a BBA in Accounting from the University of
Oklahoma and has over 30 years of experience in both public and private accounting &
taxation. Valerie spent 5 years in public accounting starting with Grant Thornton & then
Murrell, Hall, McIntosh Co. She later worked for 6 years for a high‐net‐worth family group
where she gained valuable experience including foreign taxation and investments, worked as a
Tax Senior for a multi‐national public company gaining experience with consolidations and
international tax issues, and joined CPAOKC PLLC in January 2016. She now serves as a Tax
Manager with Heritage CPAs PLLC and will be supporting all types of business and individual
clients in a wide variety of tax and accounting services. Valerie's free time is spent with family
and friends – both near and far.
Amy McAlister, Office Manager
Amy has a BS degree in Business Administration from Oklahoma City University. She has over
30 years of operational management and client support experience gained while working at
American Fidelity Assurance, Xerox Corporation, RSM (formerly Cole & Reed PC), and CPAOKC
PLLC. She has extensive knowledge about public accounting processes and procedures as well
as in‐depth technical knowledge about various mission critical applications found in most CPA
firms. Amy serves as the Office Manager for Heritage CPAs PLLC so when you call the firm, you
will most like first visit with Amy. During her quiet times, you’ll find Amy enjoying the great
outdoors (normally with her camera close at hand), working in her flowerbeds, and spending
time with family spread from Texas to Kansas.
Don’t be shy, drop us an email and say hello! We are a really nice bunch of people.
405-803-8088
5749 NW 132nd St
Oklahoma City, OK 73142
© 2024 Heritage CPAs PLLC All Rights Reserved.
Web Builder CS: Websites for Accountants