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Tax Services

File with Style.

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F IS FOR Filing

...and FUN.

Filing your taxes can be quite taxing (yes, we’re punny). But there is no need for any other f-words when you're working with us. At Heart-a-Tax we add a little personality to the process to make things enjoyable. Get the most out of your tax return this year. The fun is free!

 
 

Tax Services 

Tax preparation

Our heart is in working with small businesses and individuals! Let us take care of your income taxes to get your yearly return. We utilize industry software to prepare and efile your income tax returns efficiently.


Tax planning 

Let’s take full advantage of tax deductions and tax credits! We work to reduce tax liability while gaining you the best advantage possible. HEARTY TIP: June is a great time of year to determine if your withholdings will cover your tax liability.


Sales Tax

We can help determine if sales tax or use tax applies to your business. If so, we are ready to prepare and file your sales and use tax returns.


Payroll - w2/1099 Preparation & Filing

If your heart isn’t in it, pass the task of payroll onto us. We calculate and process employee payments throughout the year, paying payroll taxes to state and federal agencies automatically. We provide all W-2’s for tax season and even file for you!


QUICKBOOKS TRAINING

We heart QuickBooks! Let us guide you through the program, showcasing the proper way to enter financial information. It is very important to ensure your financial statements are accurately managed to give you a realistic snapshot of your business’ financial health or personal finances.

QBO Certification Badge
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Let's HAVE A HEART TO HEART.