What sets us apart is that we are Small Business Specialist.  We have been helping generations of clients successfully navigate the business of life for over twenty-four years:  corporate and individual income tax returns, full-cycle business bookkeeping, payroll, and development of corporate books filing all of your requirements by deadline, so you can focus on growing your business. 

Our federal government wants to know every aspect of every milestone in your life and checks up on you on an annual basis.  Your tax return indicates to the Internal Revenue Service, exactly what they want to know:  when you get married, start a family, start a business, start to invest, when you die, and absolutely everything in-between.

It is imperative to know of every new and updated tax deduction, tax credit, and resource in order to save money, have more control over your money, and plan well through projections with the help of advice from seasoned professionals.  This is Heritage Plus Financial, Inc.

Often, as life moves forward, business and taxes become layered and complex, and it all filters down to your tax return to show you the result of whether you took advantage of timing and options for decisions in your life that year.  Let us help you successfully navigate this course with you.  Our professionals make sure you are protected from every angle and executes the most advantageous strategy for you.

Every New Year brings new changes to the volumes of pages of the Internal Revenue Code.  Personal and dependency exemptions are one of more than three dozen individual and business tax provisions that are adjusted each year to keep pace with inflation, for example.

We are far less expensive, in the short and long-term, than doing your taxes on your own.  Our professionals can help you understand new beneficial tax laws.  Don’t hassle with the time and frustration which is taking you away from your own work for this mandatory yearly task.  We can help you save money on your personal and corporate tax returns.  We know all of your allowable tax write-offs and how your financials from your corporate interlace into its return down to the K-1 for your personal tax return.  For our current client base, it is as simple as dropping off documentation to the office and coming in to review the completed tax return before it is signed and transmitted to the IRS.

We are big enough to handle any IRS issues and small enough to give you the individual attention you deserve.  As a client, you will have direct access to the owner and staff CPA to handle any problems, concerns, questions, or issues you may have, any time.  According to a study released by the US Government’s General Accounting office, 77% of taxpayers (71 million taxpayers), believed they benefited from using a professional tax preparer.   

In 1986, the U.S. Federal tax code was over 8,000 pages.  In 1998, the tax code was over 9,000 pages.  In 2006, it was approximately 16,845 pages. And, in year 2009, the U.S. Federal tax code is approximately 70,000 pages and also includes more than 1,100 forms! 

Our professionals have read it over the years and understand what the new changes mean through knowledge of more than 80 years combined successful tax application experience.  We also know how to apply new laws correctly to reap maximum tax savings and planning benefits. 

If you haven’t read it in its entirety, our professionals have, and we can help.  Our professionals know how the IRS wants an account documented.  We are in good standing with the IRS.   

We are a financially stable company with the same owner since 1988.  You can count on us to be here long-term and stand behind our work and stand beside you. 

We have flexible office appointments after-hours and on weekends to accommodate your business schedules.  We also have regular business hours, of course.  We offer a more affordable and fair fee schedule contingent upon transaction volume rather than an hourly rate.  Heritage Plus Financial, Inc. is open year-round.

We’re here to help support your business and personal financial decisions. We know it is important for you to be at the helm of your life’s focus, and we believe the need for time-sensitive information for good decisions should always be available to you when you need it.

Contact Us to schedule a complimentary consultation to discuss how we may meet your business or individual needs, or schedule an appointment to have your income tax return prepared.