Heritage Financial Planning, Inc.
We offer personalized service at rates that are below national chains. All taxes are prepared by a Registered Tax Preparer. We have been in business since 1980, and still have many of our original clients. I also hold the CFP designation which requires interdisciplinary knowledge.
My goal is to pay as little as is legally necessary. We are ehtical fiduciaries and proud of it.
Frequently asked questions
What is your typical process for working with a new customer?
The first meeting is without cost or obligation. After determining a price, it is adhered to, no matter how long it takes to prepare the taxes.
What education and/or training do you have that relates to your work?
I have an MBA from NYU Graduate School of Business(now Stern School)
I am a Registered Tax Preparer with the IRS which allows me to represent clients at hearings. I also take 20 hours of continuing tax law education per year.