Oak Heritage Financial Services LLC

09/18/2026

As you all know training happens once a year, so you don't want to miss! Registration ends October 3rd!

Join now at Oakheritagefinancialservices.com

09/10/2026

🚨 TAX FACT OF THE DAY

Business owners: $1,000 of qualified business income could potentially qualify you for a $400 minimum QBI deduction in 2026. 👀

The IRS says the Qualified Business Income Deduction (QBID) has been made permanent, and beginning in 2026, taxpayers with at least $1,000 of qualified business income from an active trade or business may be eligible for a minimum $400 QBID.

💡 Translation: If you own a business, don't wait until tax season to start thinking about taxes.
Your income, expenses, business structure, retirement contributions, deductions and other decisions throughout the year can affect your tax situation.
The biggest tax mistake isn't always “not filing.”

Sometimes it's waiting until you're sitting across from your tax preparer to start thinking about your taxes.
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💬 Comment “PLAN” if you want more tax facts that can help you prepare before tax season.

Tax rules are situation-specific; eligibility for QBID depends on the applicable requirements.

09/09/2026

🔥💰 STOP WAITING FOR THE “RIGHT TIME” — CREATE YOUR OWN OPPORTUNITY! 💰🔥

Have you ever thought about becoming a TAX PROFESSIONAL and creating an additional income stream? 👀💼

Well… NOW IS YOUR TIME! 🎯

🌟 Oak Heritage Financial Services LLC is NOW offering PAYMENT PLANS! 🌟

You can start your journey to becoming a Tax Pro with ONLY a $25 DEPOSIT! 😱🙌🏽
💚 TOTAL COURSE COST: $399
💚 ONLY $25 DOWN TO GET STARTED
💚 Remaining balance is due upon completion of your tax returns
💚 NO PRIOR TAX EXPERIENCE REQUIRED
💚 Learn the tax laws & professional tax preparation process
💚 PTIN REQUIRED
💚 Build skills that can help you create extra income year-round!
Think about it… 👇🏽
✨ You don't need to have it all figured out.
✨ You don't need years of experience.
✨ You just need to START.
That $25 could be the first step toward learning a skill that can open a whole new door for you. 🚪💰

🚨 FALL TAX TRAINING REGISTRATION IS OPEN! 🚨

📲 Don't keep watching other people build. BUILD YOUR OWN!

👉🏽 Register today: oakheritagetaxservices.as.me

📞 Questions? (470) 894-7338

💚 OAK HERITAGE FINANCIAL SERVICES LLC

Your opportunity starts with ONE decision.

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.