Heritage Income Tax Services US, Maineville

Bryan and his team were thorough, speedy, and didn't charge an arm and a leg for their service. I'd definitely recommend

Aubrey got us scheduled for an online appointment quickly and was prepared to answer all of our questions. Taxes can be intimidating and she is a true expert. Aubrey is a pleasure to work with and I highly recommend Heritage!

What a great company! My taxes were complete very fast and Aubrey is great to work with. She is very friendly and asks the right questions to get you the best refund. I would highly recommend her and will return again next year!

Historically I've always handled my own taxes but this year after an issue with paying taxes in 2 states when it should have only been 1, I knew I needed someone with more experience to assist in getting it all back. With Heritage being a family/Veteran owned firm, it was a no brainer. I set an easy appointment online and met with Brian on a Thursday (and was also introduced to Aubrey during my visit). It was a smooth meeting to go through my needs and hand over all the paperwork. Brian called me the following Monday to let me know that they were done and ready to file. I was shocked on how fast he was. I stopped by to pay and go through expectations. He let me know that it may be a few months before getting the extra state refund (which I was ok with) but it shouldn't be an issue and if something came up to let them know. Roughly 2 weeks later, I received my federal and state payments and 1 week later, I received the one refund that I wasn't expecting until the summer. Exceeded my expectations. They are well worth the investment and I'll certainly leverage them again in the future when I have complex returns.

This was our first experience with Heritage. Bryan is very personable and professional, and completed our returns in record time. We appreciated his dedication to ensuring we were able to take advantage of all deductions allowed. Highly recommended!

I recently had an excellent experience at Heritage Income Tax Services in determining the appropriate response to resolve a letter received from the IRS. They were attentive to my questions, professional and well versed in how to best address the situation, and extremely prompt in getting back to me. I highly recommend Heritage Income Tax Services! -Doug S.

Bryan is professional, efficient, and great to work with. I highly recommend Heritage!

I'm so happy to have found Heritage Income Tax! From the very first phone call, Aubrey has gone the extra mile to provide amazing service. I highly recommend!

Bryan and Aubrey are truly personable and professional. Great experience working with them and I highly recommend Heritage Income Tax Services.

Tax time is really such a hassle to me every year! My spouse and I are not the typical W-2 tax return household. As a result, there are lots of different rules/guidelines that apply to us. In previous years, we have, at a later date, found out that our completed returns had errors even though they were prepared by a tax professional. This year, we tried Heritage and are really happy with the level of detail and effort that went into knowing our tax return. In addition, Aubrey was pleasant to work with, offered prompt responses, explained things, and had our return done quickly. You should check them out!