Heritage Tax Services

Heritage

Tax Services

Precision. Integrity. Excellence.

  • At Heritage Tax Services, your success is our signature achievement.

Premium accounting and tax advisory firm

Welcome to Heritage Tax Services, Houston’s premier accounting and tax advisory firm. We combine expertise, discretion, and personalized service to deliver world-class financial solutions for individuals and businesses nationwide.

Our firm is built on a foundation of trust, accuracy, and commitment. Whether you’re managing personal finances or navigating the complexities of business taxation, our mission is to make every financial decision simpler, smarter, and more rewarding.

At Heritage Tax Services, your success is our signature achievement.

Learn more about us

Why Clients Choose Heritage Tax Services

Unmatched Expertise
Decades of combined experience in tax and business advisory.
Personalized Excellence
Every client receives a custom-tailored financial strategy.
Confidential & Secure
Your data and privacy are always protected.
24/7 Availability
On-demand support that fits your schedule.
Nationwide Reach
Houston roots, nationwide service.

Heritage Elite Services

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Business & Individual Tax Preparation

Tailored tax strategies to optimize your financial position and ensure full compliance.

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LLC Formation & Business Structuring

Expert guidance through entity formation, registration, and compliance — setting your business up for success.
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Book Keeping & Tax Planning

Meticulous record keeping and strategic planning to safeguard and grow your wealth.

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IRS Resolution & Offer in Compromise

Specialized representation to resolve complex tax issues and negotiate favorable settlements.
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Electronic Filing (E-File)

Multi-State Tax Return Filing Comprehensive expertise in multi-jurisdictional filings for clients operating across states.
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Multi-State Tax Return Filing

Comprehensive expertise in multi-jurisdictional filings for clients operating across states.

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Virtual & Walk-In Consultations

Luxury meets flexibility — access our professional services from anywhere, or visit our Houston office.
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24-Hour Concierge Tax Services

Round-the-clock assistance for clients who value speed, privacy, and efficiency.