Heritage Income Tax Services US, Maineville

Heritage Income Tax Services Reviews

• J

  Joe G
  5

  I am a first time client at Heritage Tax. Bryon and Aubrey were excellent at customer service. All work was professionally completed as promised, on time. They communicated with me throughout our process I recommend this team.

  Response from the owner

  Thanks Joe!

• B

  Brenda Witter
  5

  Bryan and Aubrey are great to work with. They are very professional, thorough, offer great advice and provide responsive follow up. They were really easy to work with and we felt very comfortable with their advice and assured with our taxes. Thank you!!

  Response from the owner

  Thanks Brenda!

• L

  Lisa Law
  5

  After years of slogging through clergy taxes on our own and sending them in merely hoping that they were correct, we met Aubrey at Heritage Income Tax Services. She was organized, thorough, personable, and QUICK! She also gave us great tips for next year. We'll be back!

  Response from the owner

  Thank you Lisa! It was my pleasure.

• R

  Ryan Dugger
  5

  My tax prep was completed promptly, thoroughly, and swiftly, despite the busyness of tax season. Aubrey’s response was straightforward, required little on my part, and I received one of my largest tax refunds yet. 10/10 service, would recommend to anyone.

  Response from the owner

  Thanks Ryan! My pleasure

• R

  Rachel Webb
  5

  My experience with the Heritage Income Tax company has been nothing but outstanding. As soon as I was in touch with them, Aubrey Corcoran aggressively worked with me to make sure I was getting everything I was qualified for. Having done online do-it-yourself taxes for myself in the past, she not only helped me, but educated me in areas that I never knew I qualified for. The entire experience was as perfect as you can get with filing your taxes and I would highly recommend them to anyone. Top notch.

  Response from the owner

  Thanks Rachel!

• R

  Ray Rogers
  5

  I ran across Heritage Income Tax Services while searching the internet for someone knowledgeable in filling out clergy income taxes. Pastors are very unique in their tax filings, and our CPA had just retired. I am so glad my wife and I found Heritage Income Tax Services. Aubrey has helped and guided us every step of the way. You won't find anyone more knowledgeable or friendly. Aubrey even prayed and offered words of encouragement for us during a prolonged debilitation that our son has suffered. Who could ask for anything more?!

  Response from the owner

  Thank you Ray! It has been my pleasure.

• L

  L Gib
  5

  I used Heritage this year to complete my 2020 tax return. The service was so professional and easy to work with. Bryan took the time to explain my specific situation, and responded to all questions very quickly. I will be returning next year! Highly recommend Heritage!!!

  Response from the owner

  Thanks Lisa!

• J

  Joe Young
  5

  I had been looking for a new accountant for some time now and was pursuing possible leads through traditional word of mouth from family and friends. Then I came across a dated mailer from Heritage Income Tax and thought it would not hurt to call for a consultation. I was pleasantly surprise, from my first call with Bryan to our face to face consultation, the experience was personable and at the same time professional. Needless to say, Bryan did my tax preparation for 2020.

  Response from the owner

  Thanks, Joe. It was a pleasure!

• M

  Melissa Wentland
  5

  After several years of using TurboTax, we decided to have our tax return done professionally and wanted to reach out to a person instead of a large corporation. Aubrey was wonderful and motivated to save us money... she managed to identify over $12,000 that we had erroneously paid at the local level over several years and helped us file to get that money returned. She also helped to come up with tax saving strategies that we could take advantage of with money we were already planning to spend on our kids' education to reduce our tax burden and helped to research an error on a prior year's tax return that we could amend for even further savings. I would highly recommend Heritage Income Tax Services and Aubrey to anyone looking to save money. We always thought that since our taxes were "simple" since we don't have a business or anything complex that TurboTax would result in the same return as having it done professionally... I'm very happy to say we were wrong and we'll be having Aubrey do ours going forward!

  Response from the owner

  Thanks Melissa! My pleasure.

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  Greg Hashem
  5

  Bryan did a great job on my taxes! Very professional and knowledgeable, pays attention to details! Being my taxes were a bit more complicated this year, he completed them correctly and in a timely manner. Thank you so much!! Highly recommended!

  Response from the owner

  Thank you Greg!