Accountants in Poway

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“Joe has been the most professional CPA I have ever found when dealing with either the IRS or Social Security. I had solicited opinions from a number of CPA's but Joe was the brightest and most knowledgeable of any CPS I had contact with. He saved me a great deal of money and helped me through a tough IRS audit.“

“I've referred several clients to Tiffany at Heritage Tax to correct past tax returns, and she has consistently delivered outstanding results. Her attention to detail, professionalism, and deep knowledge of the tax code make her an invaluable resource—especially when it comes to fixing complex or previously mishandled filings.

Every client I’ve sent to Tiffany has come back with positive feedback, feeling relieved and confident in the work she’s done. She doesn’t just fix the problem—she takes the time to explain what went wrong and how to avoid similar issues moving forward. That level of care and transparency is rare and greatly appreciated. There is a reason“