Individual Tax

Tax Preparation for Individual Taxpayers

Visit our office in Maineville, OH, or schedule a Virtual Appointment

Dedicated Expert

  • No more do-it-yourself tax software for tax filing
  • We work you to minimize tax and penalty exposure.
  • We closely examine your personal situation
  • Carefully interview our clients to make sure you wont miss out on a single deduction or credit


Client Focused.

Read our 5-star reviews - our clients rave about our service and expertise.

Attorney Services

Our dedicated attorney is fully licensed in Ohio and can represent clients with local, state and Federal tax problems.

Peace of Mind

We stand behind our work and are insured for errors and omissions.


Need More Convincing?
Bill SharplessBill Sharpless
21:03 14 Oct 22
Bryan and Aubrey were just wonderful to deal with. Everything about the experience was very pleasent. They made it all easy and quick. We will be using in the future and I suggest and HIGHLY recommend you do as well. Very reasonbly priced. Thank you so much!!!!!!!
Curt MillerCurt Miller
21:26 06 Oct 22
Best tax preparation experience in 45 yrs. I dislike the tax process due to previous so called tax experts. Aubrey was in another league. Thanks AubreyCurt MillerPastorEast Mountain Cowboy Church
Aidan MccarthyAidan Mccarthy
18:10 22 Aug 22
Bryan and Aubrey were very quick to help me out with my taxes, it was fast, easy, and even better, they did all the work!
Michael ReyesMichael Reyes
12:56 15 Aug 22
I came to Bryan at Heritage to assist in resolving a long running tax issue I couldn't get a handle on sorting out, for years. After providing the proper details Bryan managed my issue with the IRS perfectly and organized a solution I thought was impossible. Incredibly grateful for his services, compassion and understanding.
Keith PayneKeith Payne
22:17 27 Mar 22
I was referred to Heritage Income Tax Services by my son. My expectations were high going into our initial meeting. Our initial meeting was professional, thorough and informative. We engaged HITS to complete our 2021 taxes, and they were completed on time without error. The advise and expertise that Bryan brings to the table is outstanding. I strongly recommend HITS.