Heritage Plus Financial, Inc., a full service Houston tax preparation firm since 1988, offers accurate and affordable corporate, partnership, individual, estate and trust tax preparation, full-cycle business bookkeeping, payroll, accounts payable, legal business entity establishment, business consulting, and Texas notary public services. 

We also offer services provided by our in-house professional specialists for financial planning, retirement plans, pension and profit sharing plans and securities. Investments are reviewed by a Chairman’s Circle Senior Financial Services Representative; services for general civil law emphasize business, contract, probate, family, immigration law, and small estate wills. Legal services provided by an attorney licensed by the Texas Supreme Court.

We have an Alliance of Professionals providing to you the tools of success for the business of life all at one location for your convenience.  We are committed to providing personable and professional service to our clientele. Since 1988, we have grown and established the company as a trusted provider of tax and business services to small and medium-sized business owners and individuals in Houston and surrounding communities.  Our growth has been powered primarily through client referrals.

Contact Us to schedule a complimentary consultation to discuss how we may meet your business, financial, and legal needs or schedule an appointment to have your income tax return prepared.