NEW CLIENT
Yes, we are taking new clients. New clients must book in person or virtual, no phone appointments or drop off allowed. We must see you in person the first time. Please bring your last filed tax return with you, as well as full social security numbers of all dependents and spouse. Need to view your drivers’ license at or during appointment.
EXISTING CLIENTS
Existing clients can book an in person tax preparation for 60 minutes or a virtual appointment using Teams for 30 minutes. If you are bringing more than one tax return to your appointment, please call 763-248-6840 for further instructions. We cannot guarantee more than one return can be completed within the appointment time.
CORPORATE CLIENTS
Corporate Clients with a K-1 should not book a personal appointment until the business return is completed.
If you are an existing Corporate client, book an appointment here using this calendar and submit your documents to general@heritagetaxmn.com .
All virtual and phone appointments require documents to be in our office 5 days prior to your appointment. You can get us documents by:
- Mail the documents to PO BOX 399, Princeton MN 55371
- If you’d like to Use our Portal system
- Fax to 763-244-8010
- Drop documents in our secure drop box on the front of the building (see picture below)
