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

Heritage Plus Financial, Inc.
12337 Jones Road, Suite 351
Houston, TX  77070
Office: (281) 894-0499
Fax: (281) 890-1329

Meet Our Team
       
     
Ms. Charlie Rash, Founder

Ms. Charlie Rash, Founder

  • 23 years Tax Preparation Experience
  • 40 years bookkeeping experience 
  • 20 years experience establishing corporations
  • 10 years broker dealer services, Series 6 & 63 Brokers License
  • 10 years experience, License to sell Annuities and Life Insurance
  • Commissioned as a Notary Public in the State of Texas

   
Buck Buchanan, Buck Buchanan, CPA | CFO | TAX ADVISOR  

Buck Buchanan, CPA | CFO | TAX ADVISOR

  • BBA, Accounting, University of Texas, graduated Magna Cum Laude
  • MA, International Relations, Webster University (Extension) Charleston AFB, SC
  • BS, Chemistry, Texas A&M University
  • 29 years Tax Preparation Experience
  • 11 years IRS/Vita Program participation
  • 2 years AARP Tax Counselor experience

   
David Wiley, Marketing Director  

David Wiley, Business Development Manager

  • Over 2 Decades of Leadership and Managerial Expertise
  • Owned two corporations
  • 10 years entrepreneurial experience

   
Rhonda Wiley, Business Coordinator  

Rhonda Wiley, Business Coordinator

  • BBA, Management and a specialization in Chemical Engineering, Texas A&M University
  • 10 years entrepreneurial experience