HERITAGE PLUS FINANCIAL, INC. - An Alliance of Professionals - Income Tax, Business, Financial, Legal

Heritage Plus Financial, Inc.
13211 Jones Road
Houston, TX  77070
Office: (281) 894-0499
Fax: (281) 890-1329

Testimonials From Our Clients

Dear Charlie,

Kim and I would like to take this opportunity to thank you for the high level of professional service that you have provided our family over the last twelve years.  With all of the changes that take place each year in the tax laws, it is extremely difficult for us to keep up with them all.  Your up-to-date knowledge and experience has proven to be of great value to us.  This, coupled with a courteous, timely and thorough approach has made the tax season a very positive experience for us.

We would also like to thank you for taking the time to assist us in reviewing our withholdings at mid-year to ensure no last minute surprises.  In today's world of "big business", with voice-mail, and answering machines, it is a pleasure to work with Heritage Plus Financial, and to know that some companies still treat their customer's as a "Top Priority", and with a "Personal Touch".  We look forward to seeing you again in February.


Steven & Kim Rooks
Cypress, Texas

Over the past eight years we have used Heritage Plus Financial for our personal and small business income tax returns.  Their reviews are always thorough and accurate, which results in significant savings for us.  We have complete confidence in their knowledge of complex IRS rules and changes.  We intend to utilize their services again this year for our income tax returns. 

Frank and Goldie Roberts
Cypress, Texas

We have been customers of Heritage Plus Financial, i.e. Charlie, since 1999.  We are extremely pleased with the highly efficient and competent manner in which our taxes are handled.  We are looking forward to many years of doing business with Charlie.   Thank you very much for your good work for us. 

Bob Twist and Marsha Patterson

Heritage Plus Financial has handled my Taxes for the past Ten Years, and I plan to have them again this year.  I have found Charlie to be extremely knowledgeable, precise and attentive in every detail. She and the friendly office personnel have always made sure that there were no long waits and the completed forms were issued as soon as the taxes were reviewed and approved by the government.  I am happy to recommend Heritage Plus for Taxes and any other financial issues.

William Joy

I have been using Heritage Plus for some four years now and have found them exemplary in their quest to optimize the advantages our tax laws allow us.  Charlie, their owner, has made me feel very comfortable with her desire to abide by the IRS guidelines and to make sure I have been fully optimized as a tax payer.  She takes the time and courtesy with me to explain in layman's terms how she has constructed my tax return and is very aware of the many yearly changes which occur within the tax structure of the IRS.  Thank you, Heritage Plus! 

Customer, John Kefauver

I have worked with Heritage Plus Financial nearly 19 years, first when I was Treasurer for a local religious organization, then later bookkeeping for my consulting business, incorporating it and for preparation of my personal income taxes.  During that time, I have received highest-standard professional service for all aspects of my business and personal needs.  Charlie and her staff have always been proactive and they assured every deadline was hit and every need was served.  I can unreservedly recommend HPF to anyone who needs top-notch professional bookkeeping, tax preparation and business support. I would be pleased to discuss my experience with any interested party.

Don Lewis

I have had Heritage Plus prepare out taxes for the past 16 years. The personal attention they give you is priceless. They always do the very best to get back all the monies due to you. Over the past several years, I have sent my daughter, brother and friends to have their taxes done with Charlie. They are also continued customers and very pleased with the service that Heritage Plus provides. 
Thanks Heritage Plus for the great service you have provided for our family and friends over the years.


Melody Kiefer

We've been clients of Charlie's since 1992 and simply cannot say enough good things about her. Not only is she knowledgeable about the ever-changing tax laws, but she has kept up-to-date about children, college, job and location changes that may affect our accounts. We are so confident in Charlie's ability that we've continued using her services, even after leaving Texas in 2002. Dennis and I have never felt like numbers, but extended members of the Heritage Plus family!

Debra Bressler-Doverspike
Orlando, Florida

Heritage Plus has been our personal and business Tax bookkeeping firm for 12 years. Charlie and the rest of her team do excellent work in keeping up with the myriad tax reforms and legislation changes that occur so frequently. They are professional, informative and proactive in getting us the information we need to properly prepare for each new tax season.  While the size of the group is small, this tends to foster a more personal experience, which we really enjoy.

We highly recommend Heritage Plus to anyone who is looking for a professional yet personal experience in handling their Tax bookkeeping needs.

Rick and Kay Montgomery
Magnolia, TX

We have used Heritage Plus for at least twenty years for our tax preparation needs.  Charlie Rash has always been very pleasant to work with as well as very accurate and precise.  We are amazed how she remembers details of our filings from year to year.  She is extremely knowledgeable of the tax code and keeps up with all changes.  She has always been available if we had any questions and always tried to get us the maximum refund legally possible.  We would highly recommend Charlie and her staff to anyone.

Don & Linda Wollard

Charlie has been doing our taxes for about 10 years now.  I was referred to her by my dad who is also a client.  I have enjoyed Charlie working on our taxes because our annual meetings are always enjoyable.  She doesn't rush through anything and makes you feel as though you were her only client.  She takes the time to answer all questions and explains things where they are easily understood.  I could not have asked for a better person to prepare our taxes.

Victor Landa, Jr.

Victor Landa, Jr. and family.  Satisfied clients of Heritage Plus Financial, Inc.

Our relationship with Charlie and Heritage Plus Financial, Inc goes back now over 20 years. This kind of long term relationship and commitment is almost not heard of today.  She has faithfully served our needs through the years with attention to detail and a pleasant spirit. We would highly recommend her (and have) to anyone needing any of the many services she now provides.

Ray and Angela MacHardy

I have been privileged to benefit from Heritage Plus Financial tax assistance for years.  There are numerous companies offering this type of service but when dealing with the IRS, nothing takes precedence in your choice like integrity, knowledge and years of solid reputation for customer satisfaction!  Charlie Rash and her team of professionals will continue to have my business - thank you!

Indeed, we have been going to Heritage Plus, for several years, and have been very satisfied. 

Marion and Jean Holland

I have been coming to Heritage Plus for the last 10 years, and Ms. Charlie is wonderful.  Ms. Charlie will find every possible deduction she can find. Everyone is very friendly and that's why we keep coming back year after year. Thank you.

George and Debbie S.

It has been our distinct pleasure doing business with Charlie and her organization.  Charlie and her group were recommended to us after much stress and consternation concerning futile attempts to work with another CPA to resolve on-going problems with the IRS.  From the very beginning, they assured us they would handle our situation with the IRS to all parties’ best interests.  They were able to alleviate all our concerns with the IRS, expedited all documents in a timely manner (and stayed on top of lost documents by the IRS), and virtually eliminated the major portion the IRS said we owed (erroneously).   Charlie and her staff are true professionals with a genuine concern for their clients.  It is without hesitation we recommend them to anyone and everyone. 

Cindy and Keith Kelley

I have been a client at Heritage Plus for many years now and continue to visit Charlie Rash at tax time each year because of the quality of work performed as well as the friendliness of the employees.  Heritage Plus is a small company where clients are treated as family and receive individual attention in a timely manner.  Charlie is a hard working lady who takes pride in her work and spends many late nights working to make sure that everything is completed as promised and in a timely manner.  Because of the care and accuracy I receive with my yearly tax returns, I will continue to utilize their services as long as they are business.  I have recommended Heritage Plus to several friends and will continue to do so.

Charla Reese

We have been using Heritage Plus Financial, Inc. to have our taxes prepared since 1999.  Owning a small business, we were not very satisfied with our previous tax consultant.  We were referred to Charlie Rash by a friend and have been very satisfied with the services she has provided. 

Charlie uses her expertise and professionalism when preparing our taxes and yet maintains a user friendly demeanor when meeting with us.  She has always been thorough and diligent and completes our taxes on a timely basis.  

As tax laws change, Charlie’s knowledge and efficiency is evident.  She goes out of her way to answer our questions and makes us feel at ease.  Charlie and the staff of Heritage Plus Financial, Inc. have always been very helpful and courteous each and every time we have visited with them.  Charlie is one of those few professionals that we would highly recommend as someone who would do the upmost for the client.

Victor & Margaret Landa
Houston, Texas

“Key professional people in your life should be a hair dresser, mechanic, information technology tech, dentist, doctor, lawyer, and a tax and bookkeeping consultant.  Although they say money can’t buy you happiness, but it sure pays the bills.  Concerned about your financial success, that’s why there’s nothing more important than having a trusted financial advisor.  Heritage Plus Financial is a key contributor in our financial requirements and we extremely trust their commitment to our success.”

 - Sharon K Ditch, Shareholder – Treasurer, Elite Integration, Inc.