4303 Portsmouth Blvd.
Portsmouth, VA 23701
(757) 488-7232 | Fax: (877) 488-7232
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Frequently Asked Questions

How can you afford to offer lower fees than the big names in tax preparation? It’s really quite simple. Our overhead is much lower. The big national services have to pay several levels of managers and they also spend a lot more money on advertising than we do. Yes, we do some very limited advertising, but the majority of our business comes from returning clients and from “word of mouth” advertising.

But are you really qualified to do my taxes? Our preparers are not only highly experienced, but also have the absolute highest credential awarded by the IRS.  Our tax preparers are Enrolled Agents (EA’s).  Click on this line to learn more about the requirements to become an Enrolled Agent (EA).  But we have gone even a step further.  Our preparers have completed the stringent three (3) year program to become Fellows of the National Tax Practice Institute (NTPI).  We are qualified to help you with all types of tax problems from tax preparation to audit to appeals at all levels of the IRS.

Why should we consider Heritage Income Tax instead of going to one of the many offices of the national tax preparation companies?  Please click on this line to go to a page listing eight (8) reasons why you should consider using Heritage Income Tax Service, Inc.

What type of people use your service?  Our clients come from all walks of life from the very poor to the very well off.  Our biggest segment of clients, however,  consists of middle income America.  I think it is also interesting that approximately half of our clients make a considerable drive to get to us and do not live in Portsmouth or even in the adjoining zip codes of Chesapeake.  We feel very honored that clients drive past literally dozens of other tax offices in order to get to our office.  In addition, we serve a sizable number of clients from all over the USA who mail, e-mail or FAX in their materials so we can provide our services to them.  Click on this line to read some of the many comments our clients have made about us.

The IRS is really after me.  Can you get them off my back?  It is very possible that we can do that.  As Enrolled Agents, we are authorized to represent you at all levels of the IRS and, in most cases, can have the IRS call us instead of calling you.  To learn more about some of the problems we can assist you with, click on this line to go to our IRS problem solving page.

Do you quote prices? Unfortunately, it is impossible to quote prices without actually seeing what needs to be done.  Even then, there are many variables that can crop up in the interview process.  As a result, it is our policy to NOT quote fees at all, whether over the phone or even face to face.  We do understand, however, that clients want to be sure that they are being charged fairly so we do provide the following information:

  1. Our fees generally run at least 10% to 15% less than the national chains and most CPA firms.  It is not at all uncommon for new clients to experience savings of 20% to 30% and sometimes even more.
  2. We guarantee new clients, in writing, that our fee will save them at least $40 ($20 for 1040A or 1040EZ) over what they paid any of the following tax return preparers for their previous year’s tax return:
      • Any preparer who prepared the return as an employee of any of the three largest national tax preparation firms, or
      • Any Certified Public Accountant, or
      • Any other person enrolled to practice (an EA) before the IRS.
      • Not valid with any other offer. Valid for returns filed in our office only. When you come into our office, please bring in a copy of your most recent tax return, prepared by any other preparer, as well as the receipt or other evidence of the amount of your payment.
  3. If, after we are totally finished with preparing your tax return, you are not completely happy, we will return your materials to you so you can go somewhere else.  In that case you will not pay anything at all and we will part friends.

Do you offer discounts to Senior Citizens? While we do not offer discounts to Senior Citizens, we do a number of things for Senior Citizens at NO charge to them.  Here are some examples:

  1. Prepare the Schedule R, Credit for the Elderly or the Disabled.
  2. Prepare the Simplified General Rule worksheet that affect only retired individuals.
  3. Prepare the Social Security Benefits worksheet that only affects those receiving Social Security.
  4. Enter the information from the Form SSA-1099, Social Security Benefits reporting form.
  5. Prepare the worksheet for computing the deduction for the Virginia Senior Citizens.

These items represent a savings to the Senior citizen of up to $44.00 depending upon which forms or services apply to the individual.

Do I need an appointment to come see you? NO, appointments are not required but are strongly encouraged in order to help you to avoid waiting.  We do give first priority to those with appointments.

Can I just drop off my information and pick up my completed return later? YES! Our goal is to have every drop-off return ready within two business days.

What does it mean when you say you are the “Best of Portsmouth”? Every year the Virginian-Pilot newspaper offers its readers the opportunity to select the company they believe offers the best service and value to their city.  For the last seven (7) consecutive years, our clients have voted Heritage Income Tax Service, Inc. as either the Gold winner in the “tax service” category for “Best of Portsmouth”.  Thanks to all our wonderful clients! We owe it all to you!

What are your hours? Our tax season hours (From Mid-January – April 15th) are 9AM – 7 PM on Monday, Tuesday, & Thursday; 9 AM – 6 PM on Wednesday & Friday; and 9 AM – 5 PM on Saturday.  Later evening and Saturday appointments  are available. We are closed on Sundays.

What are your off-season hours? Our off season hours are in effect from April 16th until mid-January.  Although we are here almost all day, every day, our regularly scheduled hours are Monday through Friday from 9 AM until 1 PM.  Although we close in the afternoons to spend time on the phone with the IRS, we remain available for appointments, Monday through Saturday, days and evenings, year round.

Are you closed any holidays? YES, we are closed on the following holidays:

  • Veteran’s Day (November 11, 2016)
  • Thanksgiving Day (Wednesday, Thursday, & Friday) (November 23, 24, 25, 2016)
  • Christmas Holidays and New Year’s Day Holidays –  (December 23, 2016 – January 2, 2017)
  • Memorial Day (May 29, 2917)
  • Independence Day (July 3 & 4, 2017)
  • Labor Day (September 4, 2017)
  • Columbus Day (October 9, 2017)
  • Veteran’s Day (November 10, 2017)
  • Thanksgiving Day (Wednesday, Thursday, & Friday) (November 22, 23, 24, 2017)
  • Christmas Holidays and New Year’s Day Holidays –  (December 22, 2017 – January 2, 2018)

Do you offer electronic filing? YES! And at NO extra charge when we prepare your tax return. Unfortunately, we do NOT offer electronic filing for returns we do not prepare ourselves.

I don’t trust e-mail.  Do you provide a secure method of sending documents to you or getting documents from you? YES! We offer a secure portal for that very purpose.  We provide you with a user name and password so that only you can access your documents.  All you need is secure internet access from any computer.

Do you offer Refund Anticipation Loans? No.  Because refund loans are so expensive, we encourage our clients to consider one of the other less expensive payment alternatives that we do have available.

2002-2015 Best of Portsmouth

Heritage Income Tax Service, Inc. | 4303 Portsmouth Blvd., Portsmouth, VA 23701
(757) 488-7232 | Fax (877) 488-7232

Heritage Income Tax offers a full range of tax preparation services. Located in Portsmouth, Virginia, we serve the entire Hampton Roads area including the cities of Chesapeake, Virginia Beach, Norfolk, Suffolk, Newport News and Hampton.