Rodger Heaton, Senior Tax Advisor, Founder
Since establishing Heaton Tax Accounting in 2005, Rodger Heaton has provided strong leadership for the firm. Combined with his span of knowledge and command of the United States tax code, Mr. Heaton values core principles of professionalism, responsiveness, and quality. He is committed to providing exceptional service for his clients.
Originally from St Cloud, Minnesota, Rodger Heaton relocated to Fergus Falls in 2001 after spending his adolescent years in Ottertail, Minnesota. The move coincided with a flurry of activity for Mr. Heaton. While maintaining a full-time job and furthering education in accounting, Rodger Heaton also began to assist friends and family with tax preparation. While he considered the task a hobby, Mr. Heaton discovered a talent and passion for the work. His comfort and confidence in his tax code led him to a role with the national tax preparation firm Jackson Hewitt. For two years, he was a corporate trainer for the company and instructed employees on the proper methods to prepare and file tax returns. Mr. Heaton also managed an office in Barnesville, Minnesota, during his tenure with Jackson Hewitt.
In 2005, Mr. Heaton decided to establish Heaton Tax Accounting and advertise his services throughout the area. Within one year he had tripled the firm’s clients. He founded Heaton Tax Accounting in order to share his skills with clients in need of professional tax consultation and customers responded to the professional and personal service they received.
In 2008, Rodger Heaton made the decision to make his passion a full-time career. While offering his tax and financial expertise, he also enjoyed the entrepreneurial aspect of being a small business owner. Mr. Heaton places a great deal of importance on personal communication and working closely with his clients to provide the highest level of service possible.
In 2013, Mr. Heaton completed the highest accreditation granted by the Department of the Treasury. This accreditation is known as an Enrolled Agent. Although this accreditation is granted by the IRS, in no way does it imply engagement for or with the IRS. Mr. Heaton is working solely on your behalf. An Enrolled Agent demonstrates significat tax knowledge by passing a comprehensive test. Mr Heaton demonstrates special competencies in tax matters, adheres to ethical standards, and is required to stay current with tax law and regulations by completing a minimum amount of continuing education annually.
Also in 2013, Mr. Heaton completed his licensure as an Insurance Agent in the Life & Annuity and Health & Accident products. This licensure is granted by the Minnesota Department of Commerce and allows Mr. Heaton to provide clients wth a balanced financial consultation.
Under his guidance, the firm has enjoyed numerous successes. In the eight year period, after the creation of Heaton Tax Accounting, the number of clients increased to over 1300. This has been the result of aptitude, intuition, and hard work. Since solely focusing on his business, Rodger Heaton has taken over two local tax return businesses, upgraded the firm’s office, opened two satellite offices, and grown the staff to include three tax preparers, three office assistants, and one marketing assistant.
In his personal time, Rodger Heaton thoroughly enjoys spending time with his daughter, Katlyn, and the rest of his family. An outgoing person, he takes pleasure in meeting new people and seeing them laugh as much as he does. He is an avid travel enthusiast and looks forward to discovering new cultures and locales.