HERITAGE TAX FIRM

05/10/2026

05/05/2026

SiriusXM is featuring FREE listening for channel 64 Morgan Wallen Radio until
May 20,2026.

05/01/2026

HAPPY FRIDAY! I’m pleased to share that I’ve returned to the office and am looking forward to getting back to our regular, in-person rhythm.
If you have an upcoming appointment please arrive on time so I can provide you with the best service possible.
📞 304.844.3972
📧 [email protected]

04/30/2026

For the 2026 tax year, the 2nd Quarter estimated tax payment is due on June 15, 2026.

This payment covers income earned between April 1st and May 31st, 2026.

"Catch-Up" Option: If you missed the April 15th (Q1) deadline, you can pay it along with your Q2 payment on June 15th to minimize penalties.

04/29/2026

If you missed the April 15, 2026, tax deadline, file your return immediately to minimize penalties and interest, which accrue monthly. Schedule a tax pro appointment immediately to Efile returns .
📞 304.844.3972
📧 [email protected]

04/28/2026

Both memberships offer Half-off tier for SNAP and Medicaid recipients.

04/24/2026

Ready to take control of your finances and free up your time? At Heritage Tax Firm we provide expert, tailored bookkeeping solutions to help your business thrive. Whether you need monthly reconciliation or catch-up services, we are here to help. Contact us today to discuss your needs and get a customized quote!

☎️ 304.844.3972
📧 [email protected]

04/21/2026

Today is officially one week out from surgery. I’m happy to report I’m doing really well, healing quickly,and truthfully I cannot wait to get back in the office and welcome my clients back for in-person appointments.
May 01,2026 I’ll be back in the office from 9:00am-5:00pm.

Thank you to everyone who has reached out and sent well wishes.