Our mission is to spread financial literacy around the globe one family at a time through strategic planning in the spirit of service, empowerment, integrity, and hospitality.
Southern Tax Preparation & Services, was founded in December 2014 in Huntsville, Alabama, and rebranded to Southern Heritage Financial Group in January 2022. Southern Heritage is a Better Business Bureau A+ rated premier CPA firm. Although centrally located in Atlanta, GA, Southern Heritage prides itself on being a field-service-based company that has the ability to meet clients where they are no matter the location. Southern Heritage specializes is tax return preparation, tax planning, tax resolution, bookkeeping, payroll, attestation, financial coaching, and consulting services.
Each service we provide is systematically designed to enable clients to become financially savvy and to empower small businesses to excel in the dynamic and challenging environments in which they do business. The company’s roster has included the likes of Kappa Epsilon Psi Military Sorority, Inc.; the Tara Thomas Agency; MAK Construction, Inc.; The Miguel Wilson Collection; and No Cap in addition to small businesses, non-profit organizations, S-corporations, and entrepreneurs in the entertainment, trucking, and service industries.
In a time where almost everything requires the use of technology, geographic and accessibility constraints are a thing of the past. With our SmartVault database, Southern Heritage can render service to you no matter where you are. Just like family, no matter where you are, Southern Heritage is there, too.
The "Silver Spoon" Promise
As a member of our family, we promise to feed you with a “silver spoon.”
Hard work: Southern Heritage will exhaust all measures legally possible to get you the results you desire.
Education: Southern Heritage will not only participate in continuing education to ensure we embody the knowledge necessary to provide the services we offer, but we will also pass this knowledge on to you through the services we provide.
Accountability: Southern Heritage will hold itself accountable for our work ethic and continuing education while also holding you accountable to your commitment to applying the knowledge given to you through our services.
By keeping our promise, we give our clients all the tools and knowledge necessary to become and remain financially healthy ultimately fulfilling our mission of spreading financial literacy around the globe.