Tax Planning & Preparation

Affordable Tax Planning

Heritage Financial Resources partners with TEC Accounting Service to prepare tax returns for our clients. Simple Federal, State and City returns can be prepared and (in most cases) filed with E-File.

Ed Cress of TEC Accounting Service is an accountant and has been doing taxes for over 30 years. Business, trust, estate, partnership, and corporate preparation is available.

Staying current on tax law is a job best left to specialists — that’s why we’ve built a partnership with TEC Accounting Service and Kersch and Associates, CPA. We coordinate closely with them throughout the year to help keep your financial planning and tax preparation aligned.

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