Oak Heritage Financial Services LLC

06/18/2026

12/30/2025

Between traveling, the holidays, and being sick I forgot to announce, Oak Heritage Financial Services has completed training for the 2025/2026 tax season. I am so proud to announce these ladies this year! I have a solid team of knowledgeable professionals who have worked really hard to be able to prepare tax returns for their clients!

Shout out to Janine Austin, Alyssa Noriega, Sharvie' Chevy Coats, Deyci Valdez,
Ann Monae Jones, and Gennifer Vallejos for believing in my vision and continuously trusting me to prepare them for tax season! There are many companies out there you could have joined, but you ladies chose me to guide you to the finish line and it means the world to me!

Congratulations on your accomplishments and I look forward to seeing all of your growth at the conclusion of the season!

If you are looking for a new tax professional visit oakheritagefinancialservices.com to schedule an appointment at your convenience!

10/16/2025

The IRS is wanting to phase out paper returns. This will effect your 2025 tax returns. If you normally file on paper be sure to call me as I am an efile provider. (470) 894-7338

08/21/2025

“Let’s be real… after work you’re probably just scrolling TikTok🍕📱. Why not scroll into a new skill instead? Oak Heritage Financial Services is offering one of the BEST tax prep training programs in the industry — and it’s super affordable 👌. Stop sitting around, start stacking knowledge (and income) 💼💰. Build wealth with us today — your future self will thank you!”

We Offer:
✅Training
✅Software
✅Bank Products

You Provide:
✅Laptop
✅Willingness to Succeed

Visit: Oakheritagefinancialservices.com

💰💰💰💰💰

08/20/2025

has proudly served her community the last two years with an undeniable drive to gain in-depth knowledge of complicated tax issues to provide the best service to her clientele!

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08/09/2025

Definitely worth the read! At a time of uncertainty there is more uncertainty...

Billy Long is now out as IRS Commissioner. Long, who was sworn in on June 16, 2025, will be initially replaced by Scott Bessent, who is the Secretary of the Treasury.

08/09/2025

Did anyone see the 1099NEC requirement will be changed to $2,000 from $600?

07/24/2025

Today is a glorious day, because I found funding for my business!!! This means I am able to offer tax pro training at $150 for the foreseeable future!!!

This is a giant win for me because I thought I was going to have to charge $1500 for training, and in today's economy who can afford that.... All the hardwork and dedication I put into my business is starting to show and I'm so proud of myself!!! If you would like to change your life like I have then become a tax pro and let me help you elevate your life!!!

To join all you have to do is go to Oakheritagefinancialservices.com and click join now! I welcome anyone within the United States!

You can become your own boss just like I have, and no you don't have to hve previous experience or be good at math, but you have to put in the work!!!

☎️ (470) 894-7338

📅 https://taxestogo.com/App/Download/88908 REFERRAL CODE: Jalisa

You can also...
📧 [email protected]
📚 https://oakheritagetaxservices.as.me/

07/23/2025

If you're a Door Dasher, Lyft, Uber, Grubhub, or any other rideshare or delivery service make sure you are keeping track of your mileage!!! I just saved a client $900 in taxes!
🤯
Call (470) 894-7338

07/23/2025

I was so happy to see this become permanent!

For those who don't quite understand why it matters....

✅Huge immediate tax savings—helps businesses preserve cash flow.

✅Encourages investment, especially in domestic facilities and manufacturing.

✅Flexibility to tailor deductions based on profit forecasts, tax rates, and strategic goals.

If you are running your business without a strategic plan, accurate bookkeeping, or financial literacy (good at your craft & busy running the operational side of your business) then you need to call...

☎️ (470) 894-7338

📅 https://taxestogo.com/App/Download/88908 REFERRAL CODE: Jalisa

You can also...
📧 [email protected]
📚 https://oakheritagetaxservices.as.me/

for me? ⬇️