Services

Heritage tax services will be open for appointments starting January 15th.

The IRS expects to open the filing season February 12th

Heritage Tax Services recommends scheduling your appointment as soon as you have all your tax documents to ensure prompt e-filing once the IRS opens for the season.

Individual Tax Preparation

In Person and Drop Off

If you choose drop off, please print and fill out the following PDF and include with what you drop off.

credit policies

Rapid Advanced Loans

Tax refund advance loans are short-term loans of $200 to $4,000 you take out when you’re already anticipating a refund from the IRS.

The loan amount is deducted from your refund once it’s issued. In some cases, you can get the money loaded onto a prepaid card within 24 hours.

Business Agreements

Bookkeeping

Congratulations, you own your own business. That is step 1 to success. A close second is bookkeeping.

Bookkeeping is essential to a successful business. Heritage Tax Services is here to help year round with your bookkeeping needs.

Please contact us.