About the Owners
Co-founder Bryan served in the military as a judge advocate for over 25 years, managing overseas tax offices for military personnel and their families. With a Masters of Taxation and a Juris Doctor degree, he has the expertise to support you and your business - not just during tax season, but throughout the year.
Co-founder Aubrey is a graduate of the Income Tax School following a career of teaching high school science that began in 2005. She created Heritage Income Tax to serve the local community. She has a passion for working with families. She is a daughter of a retired pastor and is enthusiastic about helping pastors and missionaries prepare clergy taxes.
Integrity and Responsibility: Our Values
We are serious about keeping your personal information confidential. When you visit our office, rest assured that you will have privacy and your data will be kept secure - both with our encrypted file system and under lock and key. We strive to communicate with clients and provide value-added advice for the upcoming year.
We want to earn your trust.
Transparent Pricing Based on complexity of return and provided BEFORE we begin work. Competitive with national brands.
Accuracy: If we make an error, we will correct our error and reimburse you for any penalties and actual interest damages you incur. You will still be responsible for any additional taxes that would have been due had the error not been made.
Satisfaction: If you are not pleased with the service you receive (in the preparation of your tax return) and choose not to file them, we will refund your fee in full.
Upfront Pricing Guaranteed.
We do not surprise our clients with extra fees. Call 513-900-9513 for an estimate. You pay based on the complexity of your return, period. Our prices are competitive, yet our clients benefit from a personal, long-term relationship with the owners of Heritage. Don't waste your time with an impersonal big-box chain.
Worried You Missed Something?
(We can take a look)
Did you forget to claim something last year? We would like to see your past tax returns for review - at no additional cost to you!* (offer is for tax preparation clients)
And...we can file an amended return to help you claim the money from past years (up to three years of past returns).