Absolutely appalling service! He not only did not file my taxes on time but most of the information which I had provided to him for his services was not included and subsiquentially "lost".
Linda R.
3/15/2018
(1)
Heritage Financial Planning Inc. is a reputable financial services firm located in Port Washington, NY. Specializing in advising and consulting, the company caters to individuals seeking expert guidance in managing their finances.
With a focus on personalized financial planning, Heritage Financial Planning Inc. offers tailored solutions to help clients achieve their financial goals. The firm's experienced team is dedicated to providing top-notch financial advice and support to clients in the Port Washington area.
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Absolutely appalling service! He not only did not file my taxes on time but most of the information which I had provided to him for his services was not included and subsiquentially "lost".
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