Bryan and Aubrey Corcoran

About Heritage

      Heritage Income Tax, Ltd provides both personal and business income tax services world-wide. Our office is convenient for in-person visits for residents of  Montgomery, Mason, Landen, Kings Mills, Deerfield, Morrow, Maineville and South Lebanon, Ohio.  Our experienced staff of tax professionals can handle all levels of complex returns. We are qualified to represent you before the IRS.  When you visit our office, you can expect privacy, and a personable, friendly atmosphere.  Let us take care of you, and get you the highest possible refund.

IRS Tax Resolution

Our Story

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.  Bryan is also an IRS Enrolled Agent and a member of the American Society of Tax Problem Solvers. 

Co-founder Aubrey is an Enrolled Agent, a 2019 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 the daughter of a retired pastor and enjoys working with members of the clergy and missionaries to prepare their rather complex tax returns.  Aubrey is a member of the National Association of Enrolled Agents as well as the Ohio Society of Special Enrolled Agents and the National Association of Tax Professionals. 

          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.  

Our Guarantee

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.