About Heritage Tax Representation and Services
Heritage Tax Representation and Services is a reputable firm led by Bryan, a tax attorney, and Aubrey, both of whom are IRS Special Enrolled Agents. They specialize in tax advice and compliance, offering services for nonprofit tax returns, business tax returns, and individuals, as well as tax resolution for clients with IRS and state debt. Their expertise includes payroll tax, sales tax, and state tax debt, and they can represent clients during audits at both federal and state levels. Clients appreciate their patience, knowledge, and ability to explain complex tax issues in simple terms. With a history of responsive, professional, and efficient service, many customers express gratitude for the outstanding support and commitment to their tax needs.
Heritage Tax was great to work with. They are good at explaining the way our taxes work. They are personable, answer questions quickly and we feel like we got the accurate tax prep we were hoping for.
After two consecutive years of issues with tax preparers we were so relieved to come across Bryan and Aubrey. Outstanding attention to detail at a reasonable cost. As others have said: efficient, professional, and friendly.
I’ve been with Heritage Tax Services for several years, and I truly appreciate their honesty, integrity, and professionalism. They take the time to answer my questions and explain things clearly. I always feel valued and well taken care of.