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Tax Preparation

Tax prep accounting
Experience you can rely on

At Heritage Financial Planning, we take care of all your tax preparation needs. Edward Cohen, MBA, CFP® will always provide you with personalized and quality service for your tax preparation.

With a strong dedication to your individual needs, Heritage Financial Planning is your trusted source for tax preparation and a wide variety of financial planning services.

IRS representation
Trusted tax preparation services
  • Tax preparation
  • Tax returns
  • Tax forms
  • Electronic filing – FREE e-file
  • Tax prep accounting
  • IRS representation
You can trust our 35 years of experience in tax preparation services