…where you’re not just a client – you’re family.
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SHFG Core Values

We exhibit integrity by ensuring that all financial advice and services provided is consistently legal and ethical. We stay abreast of all applicable codes, laws, regulations, and apply the most recent renditions of these codes, laws, and regulations to all financial matters.

We provide high-quality service by ensuring that all affiliates of Southern Tax are both educated and experienced in all financial services offered. In this way, Southern Tax is able to explore all possible avenues to increase financial growth and teach those avenues in the simplest way possible. We believe that the manner in which we serve establishes the relationship for gaining and retaining the trust of all we serve.

We empower all encountered by providing sound financial advice in efforts to spread financial literacy.  We believe that to provide high-quality, life-changing service is to disseminate sound financial life-changing knowledge to all communities.

It is Southern Tax’s mantra to display hospitality to all at all times by creating a welcoming atmosphere that encourages your confidence and trust in us and our ability to serve you. Here at Southern Tax, you’re not just a client – you’re family.

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- Shakila Marshall of SML Assisting, LLC
"What I loved most and helped me decide to move forward with [Southern Heritage] is that Jasmine was so open and willing to answer all my questions on our consultation call at no cost. She literally gave me valuable advise that likely had a revenue factor attached, for free. This is exactly the type of person I want to do business with. She is knowledgable, kind, timely, and thorough. I could not have chosen a better CPA to help me ensure my business is on track and that Uncle Sam doesn't come calling unexpectantly years down the road!"
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