With Heritage Income Tax Small Business Tax Preparation,

Here’s What You Get:


Dedicated Expert

We advise clients on bookkeeping and record keeping, current tax laws, and strategies to reduce tax liability.  We also recommend a consultation to plan and prepare for next year's returns - we can advise on projected estimated tax payments and projected tax liabilities. 


No hidden fees. No additional costs or surprises. Pay one flat-rate annual price

Access to Attorney

Tax attorney to answer complex questions for business owners: 

  • What tax forms should my business use this year?

  • Taxes for partnerships vs sole proprietor:  How they are very different and how one big mistake can cost your partnership hundreds of dollars. 

  • How can we avoid owing taxes next year? 

  • What records should we keep in case of an audit?

  • How can we bring our business into compliance with the IRS? 

Peace of Mind

Worried about an audit? Don’t be. Get all the deductions you deserve knowing our experts have you covered. We offer audit protection insurance as well through Protection Plus TM 

Join the ranks of our happy clients and have peace of mind knowing your taxes are being handled by the experts, while also knowing you’ll receive every deduction you deserve.

Need More Convincing? 

Reviews of Satisfied Customers HERE

Read about Small Business Start-up costs here

Read about Schedule C here

2775 W US-22 Suite 3

Maineville, OH 45065



(866) 316-1860

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