Services Our individual tax preparation is accurate, affordable, and up to date with all IRS regulations. Customers have used our accounting professionals year after year to help with their taxes from simple returns to complex returns. Heritage offers a full range of individual tax services to cater to each individualís needs. Donít pay more taxes than you need to. Let us help you keep more of your money you worked so hard for.
Investments Different types of investments have different tax rules. Heritage can help you navigate through all of them, whether it’s short or long term capital gains, capital losses, dividends, overseas taxes paid, or any other investments you may have.
Pensions There are many different tax implications from different types of pensions. Heritage will help you determine the tax implication based on different types of distributions available to you from your pension. Heritage is not like other firms that provide tax service once a year. We are open all year and want to build a long term relationship with our clients. Heritage provides advice to our clients to help minimize taxes on distributions throughout the year.
Trusts Heritage will file taxes from a trust and help determine the best distributions from the trust. Heritage is not like other firms that provide tax service once a year. We are open all year and want to build a long term relationship with our clients. Heritage provides advice to our clients to help minimize taxes on distributions throughout the year.
Additional Services There are many different tax services offered by Heritage. Our accounting professionals can handle any needs you may have, we bring expertise to complex issues.
Small Business (Schedule C) Heritage can handle all the accounting aspects of a small business. All the taxes and how to pay them. Business income and expenses. Managing employee taxes, accounting, and payroll.
Real Estate Rentals As many people now have income properties, their taxes become more complex. Knowing what can be expensed for the income property and how to manage the depreciation of the property provides you with effective tax management.
Audits Have you been audited by the IRS in the past? Are you afraid of being audited? Heritage will review your past tax returns to make sure they are correct. Our clients never have to worry if audited. Heritage has strict standards and never participates in any questionable actions with your taxes. Our accountants maintain the highest level of integrity, while making sure you don’t pay more taxes than you need to.
Additional Income Have you done any additional work that generated additional income? Heritage factors in costs based on any additional income that you may have generated. We can help set up a small business for you if you decide to.
Extensions Sometimes people are just not ready to file their taxes in time. Heritage can help you file an extension and prepare your tax return when you are ready to do so.
Amendments Was there a mistake on a past tax return? Heritage can review your past taxes and file an amendment. Heritage will help you fix any past tax return and provide you with error free tax returns in the future.