WATERBORO, ME, October 21, 2026 /24-7PressRelease/ -- Rebekah Roy, EA, MST, NTPI Fellow, has been recognized by Marquis Who's Who for her achievements in taxation, entrepreneurial leadership, and taxpayer advocacy. As the founder of Heritage Advisory & Tax, LLC, Ms. Roy has distinguished herself through her expertise in complex tax matters, her commitment to taxpayer education, and her dedication to providing personalized, strategic financial guidance.

For Ms. Roy, taxation is more than a profession; it is a lifelong pursuit rooted in family tradition. Her introduction to the industry began at just six years old, working alongside her father, a tax accountant whose mentorship would profoundly influence her professional journey. By age 14, she had developed proficiency in QuickBooks, establishing an early foundation in accounting, business operations, and client service. What began as childhood exposure evolved into a career dedicated to helping individuals and businesses navigate an increasingly complex tax environment.

Ms. Roy's entrepreneurial journey includes founding Heritage Tax Company in 2017 and acquiring her father's established practice in 2018. Over the following years, she expanded the business, developing a reputation for technical proficiency, individualized service, and a willingness to tackle challenging tax situations. In 2025, she relaunched the practice as Heritage Advisory & Tax, LLC, reflecting a strategic evolution toward comprehensive tax advisory, proactive planning, and year-round client relationships.

Ms. Roy's professional experience also includes senior executive leadership within a regional accounting firms, where she held positions in tax management, operations, and organizational strategy. These roles expanded her expertise in practice development, team leadership, operational efficiency, and the complexities of managing professional service organizations. Earlier in her career, she gained valuable experience in tax preparation, client representation, and practice management, establishing a strong foundation for her subsequent entrepreneurial ventures and leadership achievements.

In 2022, Ms. Roy established Propono, a specialized tax resolution practice designed to address complex federal and state tax controversies. Through this endeavor, she further developed her focus on taxpayer rights, collection matters, compliance challenges, and representation before taxing authorities. Her experience encompasses complex tax filings, multiyear delinquency matters, collections appeals, and disputes requiring careful analysis of tax law and administrative procedure.

Among her most meaningful professional endeavors is her ongoing pro bono advocacy for a taxpayer facing approximately $150,000 in disputed tax liabilities arising from fraudulent activity by a former spouse. Over several years, Ms. Roy has worked with the Internal Revenue Service's Taxpayer Advocate Service to pursue relief. The case illustrates her belief that effective tax representation is not solely about financial outcomes but also about protecting taxpayers, restoring peace of mind, and ensuring that individuals have an opportunity to be heard.

A federally authorized Enrolled Agent, Ms. Roy holds a Master of Science in Taxation and is a Fellow of the National Tax Practice Institute. Her credentials reflect advanced study in federal taxation, tax controversy, and taxpayer representation. As an Enrolled Agent, she possesses unlimited practice rights before the Internal Revenue Service, allowing her to represent taxpayers nationwide in matters involving examinations, collections, and appeals.

Beyond her direct client work, Ms. Roy has demonstrated a sustained commitment to professional education and leadership. She has served in leadership roles with the National Association of Tax Professionals, including chapter presidency, and has delivered educational programs addressing subjects such as divorce-related taxation and professional ethics. She is also affiliated with the National Association of Enrolled Agents and has participated actively in Business Network International, where she has contributed to chapter leadership, professional relationship-building, and collaborative business development.

Education remains central to her professional philosophy. Recognizing that tax law can be intimidating and inaccessible to many taxpayers, Ms. Roy works to translate complex regulations into clear, actionable guidance. Her initiatives include creating training resources, developing professional reference materials, and preparing educational content to help individuals, business owners, and nonprofit organizations better understand their responsibilities and opportunities.

Her dedication to professional excellence has been recognized through industry awards, including Corporate LiveWire Innovation and Excellence Awards associated with Heritage Tax Company and Propono, as well as recognition of Heritage Tax Company as a leading tax preparation and advisory firm in Maine through the Worldwide Finance Awards. These honors reflect her commitment to providing specialized services while maintaining the accessibility and personal attention associated with an independently owned practice.

At Heritage Advisory & Tax, Ms. Roy continues to champion a relationship-centered approach to tax services. Rather than viewing tax preparation as an isolated annual transaction, she emphasizes proactive advisory relationships, thoughtful planning, and the integration of technology to improve accuracy, efficiency, and client experience. She is particularly interested in the responsible application of emerging technologies and artificial intelligence to professional workflows, education, and practice management while preserving the judgment, accountability, and personal connection essential to trusted advisory services.

Ms. Roy credits her father with instilling the curiosity, work ethic, and confidence that shaped her career. His mentorship encouraged her to look beyond routine compliance and pursue the knowledge necessary to resolve difficult problems. Today, those lessons continue to guide her approach to leadership, professional development, and client advocacy.

Outside her professional commitments, Ms. Roy enjoys spending time outdoors, particularly with her Australian Shepherds, as well as cooking, knitting, and pursuing creative interests. She values the independence of entrepreneurship and the opportunity to balance meaningful professional work with her personal life.

Looking ahead, Ms. Roy remains committed to expanding Heritage Advisory & Tax while preserving the individual attention that has defined her practice. Her priorities include strengthening advisory services, developing educational resources, mentoring professionals, and embracing innovative tools that allow her firm to serve clients more effectively.

Ultimately, Ms. Roy measures professional success not simply by business growth or industry recognition, but by the difference she can make in the lives of the people who trust her with their most challenging financial and tax concerns. Her guiding philosophy is that informed taxpayers are empowered taxpayers, and that exceptional tax advisory work requires equal measures of technical expertise, integrity, education, and genuine human understanding.

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