Heritage Tax Representation and Services

$$ • Tax Services

2263 US-22, Maineville, OH 45039

Reviews for Heritage Tax Representation and Services

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  • Aug 2024

    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.

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From Heritage Tax Representation and Services

Bryan is a tax attorney and specializes in tax advice and compliance. He is an IRS Special Enrolled Agent graduate of Akron School of Law and also holds a Master's of Taxation from Akron. Aubrey is an IRS Special Enrolled Agent and earned a Master's Degree. She is a graduate of the Income Tax School. She specializes in taxes for expats living abroad and also clergy tax preparation. We offer Nonprofit tax returns, business tax returns, and individuals. We provide tax resolution services for clients who owe debt to the IRS and state. We have experience fighting payroll tax debt, sales tax debt, state tax debt, and can represent at audits at both federal and state levels.

Hours

Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 3:00 PM
Saturday: ClosedSunday: Closed

Tips

women-owned veteran-owned open to all

Ratings

Google Google: 5/5 Nextdoor Nextdoor: 9 ❤️

Heritage Tax Representation and Services

2263 US-22, Maineville

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