Kelly has been a rockstar to work with the past few years. Tax season can be intimidating as a newer small business owners but every time I leave our meetings I feel more empowered and knowledgeable. We have been super grateful for her support.
April 2026
We had a fantastic experience with Heritage Tax. Kelly Jo is incredibly knowledgeable, approachable, and easy to talk to, which made the entire process feel smooth and stress-free. She took the time to answer all of our questions and made sure we felt confident every step of the way. It’s clear she truly cares about her clients. Highly recommend!
January 2026
My husband and I have been using Heritage for many years now. Dan is great help every single year. The year Heritage Tax left Isanti we tried a different tax company. Unfortunately, they screw us over and we had a very messy filing that year. We called Dan and he helped us and took all the stress off our hands! They are truly awesome here!!
Kelly has been a rockstar to work with the past few years. Tax season can be intimidating as a newer small business owners but every time I leave our meetings I feel more empowered and knowledgeable. We have been super grateful for her support.
We had a fantastic experience with Heritage Tax. Kelly Jo is incredibly knowledgeable, approachable, and easy to talk to, which made the entire process feel smooth and stress-free. She took the time to answer all of our questions and made sure we felt confident every step of the way. It’s clear she truly cares about her clients. Highly recommend!
My husband and I have been using Heritage for many years now. Dan is great help every single year. The year Heritage Tax left Isanti we tried a different tax company. Unfortunately, they screw us over and we had a very messy filing that year. We called Dan and he helped us and took all the stress off our hands! They are truly awesome here!!