Welcome!

January 31st was my official retirement date. I have not sold my practice but I do have a company that uses the same software; it is the easiest and most efficient way for my clients and me because files can be directly transfered securely. Heritage Tax Service is in Princeton and the link and information follows. Clients will need to return a signed Consent to Disclose to transfer to Heritage. The link is below.     

Transferring to any other company is the responsibilty of my clients. This would require the taxpayer providing paper or electronic files to the new provider. Electronic copies will be available in the SecureFile with the link below.

For additional information about Heritage go to or call::

Heritage Tax Service

        12551 313th Ave

        Princeton, MN  55371

        763-248-6840

Click the link to below to find your private files and information.

SecureFile

To share your file with Heritage, sign consent and return in SecureFile or fax 866-439-2395

Consent to Disclose to Heritage Tax Service

Intending to file your own tax return? Don't be fooled by the file free ads. They will charge for the state return.

File here for $25 for both federal and state and don't pay until you're ready to file. Click on the link below.