Services

Comprehensive Services, Personalized Care

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Comprehensive Expertise with a Personal Touch

At Heritage Tax & Accounting, LLC, we provide a full range of tax and financial services designed to bring peace of mind, clarity, and long-term security. Whether you are an individual, a family, or a small business owner, our goal is to simplify the complex and help you plan with confidence.

TAX SERVICES:  INDIVIDUAL & BUSINESS

Tax season doesn’t have to feel overwhelming. With more than 13 years of experience, we provide accurate and timely tax preparation for both individuals and businesses. Our approach is tailored to your situation, ensuring that every deduction, credit, and opportunity is considered. For small businesses, we help keep your operations compliant while freeing you to focus on growth. For individuals and families, we make filing stress-free and reliable.

TAX SERVICES:  TRUST & ESTATE

Your legacy deserves careful protection. We specialize in guiding families through the complexities of estate and trust tax matters, ensuring compliance while honoring your wishes. From filing estate returns to helping families navigate transitions, we approach every situation with sensitivity and professionalism. Our goal is to ease the burden during what can often be a difficult time, while safeguarding the financial security of the next generation.

TAX SERVICES:  NOT-FOR-PROFIT

Heritage Tax & Accounting, LLC provides specialized tax preparation and compliance support for not-for-profit organizations, including Form 990 filings, financial reviews, and donor reporting. We help you maintain transparency and compliance so you can focus on your mission and continue serving your community with confidence.

ACCOUNTING SERVICES & COMPLIANCE

Taxes aren’t just about filing once a year, they’re about planning for the future. We work with individuals and business owners to develop strategies that minimize tax liabilities, optimize deductions, and prepare for changes in tax law. By staying ahead of compliance requirements, we help you avoid unnecessary penalties and create proactive financial strategies that support your long-term goals.

CONSULTING & ADVISORY

Building wealth is about more than numbers, it’s about vision and purpose. Our financial advisory services help you see the bigger picture and make informed decisions about your future. Whether it’s retirement planning, succession planning for your small business, or creating a financial roadmap for your family, we provide thoughtful strategies to guide your next steps. With an emphasis on stewardship and legacy, we ensure that your hard work today creates security and opportunity tomorrow.