HERITAGE PLUS FINANCIAL, INC. - An Alliance of Professionals - Income Tax, Business, Financial, Legal

Heritage Plus Financial, Inc.
13211 Jones Road
Houston, TX  77070
Office: (281) 894-0499
Fax: (281) 890-1329

Corporate and Individual Tax Planning & Preparation

Tax planning and preparation form a winning combination for our individual and business clients. Our experienced professionals can develop tax strategies that take advantage of new tax laws and legislation for tax savings for you.

Corporate and Individual Tax Planning & PreparationPlanning is the key to successfully building wealth.  We are open year-round to advise you throughout the year on business and individual decisions to reduce your tax liability at the time decisions need to be made, not at the end of the year when it’s too late.

W-4 Planner
We will help you when you need assistance with future planning including a W-4 calculator to plan for any payroll changes and help you plan for next tax year to ensure your tax liability is met. As well, we offer increased AMT planning.

We will professionally advise you on tax saving strategies to:

  • Grow and preserve your assets by legally reducing your tax liability and offer recommendations on deferment of income to keep money now and pay taxes later.
  • Reduce taxes on your income so you can rightfully keep what you earn and reduce taxes on your estate so your family can rightfully enjoy your accomplished success and have the security of what wealth means for the present and future.
  • Reduce taxes on your gifts as you have the inherent right to be a blessing to others and reduce taxes on your investments so you can grow your wealth faster to have the peace-of-mind in the present and the guarantee of comfort in the future. You work hard for your money; make sure you and your family keeps what is yours.
  • Reduce taxes on retirement distributions as you have earned the right to use your own money as you wish.
  • Recommend when it is appropriate to split income among family members or legal entities to ensure income is taxed at the lowest bracket and shift income/expenses from one year to the next to ensure it is reconciled at the lowest tax rate.
  • Save money for you by deferring tax liability through certain investment choices such as pension plans, contributions, and other similar plans and using certain investments to produce income that is tax exempt from federal taxing authorities.