Southeast Texas Chapter - Texas Society of CPAs

Lead Tax Advisor for small tax practice in Colleyville

Heritage Tax Advisors seeks a conscientious lead tax preparer and tax planner for our firm.  Our lead advisor recently moved back to her home state.  We are seeking a professional with at least two years of experience in filing personal and business returns. 

We have a small tax practice, with the following returns filed in year 2022:  52 returns for individuals and 7 for business owners.  We have used TaxWise software for the previous four years.  We are open to using your software, and converting last year's TaxWise info to your software, if you prefer. 

We have two businesses in our free-standing building in Colleyville, Heritage Tax Advisors and Heritage Retirement Advisors.  

We are obtaining more business owner clients for tax and financial advisory services.  A big reason for this is due to our subscription to Corvee software, which has been an excellent resource for advanced tax planning solutions for business owners. 

You will have the opportunity (but not the obligation) to come to our office in Colleyville during tax season two days per week and be here for 2 1/2 to 3 hours on those days.  If you would like to work with and meet your existing clients in our office at other times you're welcome to do this also.  

You will receive 85% of the revenue from the generated filing and planning fees of the clients of HRA.  You will have office space provided.

Please respond to info@heritage-retirement.com if you have questions, or call 817-503-0100 and ask for Greg Hutto.

About Heritage Tax Advisors LLC

Heritage Tax Advisors is located in Colleyville, near the intersection of Brown Trail and Cheek Sparger Road. We offer the opportunity for tax professionals to work with their existing clients as well as the small number of tax clients of HTA. Office space is provided for CPAs who want to work in a professional environment but is not required.

Connections working at Heritage Tax Advisors LLC