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.

We are diligent about mastering current tax law, complex tax code, and new tax regulations for both individuals and businesses. We remain up-to-date on the changing tax laws that affect you and are committed to examining all the tax-saving opportunities available to you — while remaining in full compliance with IRS statutes and offering simple federal, state and city income tax preparation for only $125. Business, trust, estate, partnership and corporate preparation are available for an additional fee that utilizes the services of Kersch and Associates, CPA.

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