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Services

Southern Heritage Financial Group helps five to eight-figure individuals and businesses transition from managing their finances to building generational wealth with a focus on strategic planning that minimizes tax liability and increases cash flow.

Tax

We provide income tax preparations for individuals, C-corporations, S-corporations, general and limited partnerships, LLCs, non-profits, and religious organizations. Can’t pay the cost of filing your return up front? No problem. We offer refund transfer* options as well as advances** on your refund.

We offer IRS and state tax audit representation and/or consultation in the event of a tax audit by the IRS or any of the State taxing authorities.

We also offer a tax strategy program, the Tax Stress Relief Program, to make tax season less taxing for taxpayers. The program consists of an in-depth assessment of program participants’ tax position, development of a tax strategy to lessen participants’ tax liabilities and increase tax savings, and quarterly consultations to evaluate and modify, where necessary, the implementation of the tax strategy developed by our tax professionals.

Auditing

We provided opinions on audited financial statements for organizations of all business structures of which we are independent. Service fees are associated with the size of the audited organization as well as the complexity of the financial statements to be audited.

Bookkeeping

We offer three service plans for businesses: Basic, Advanced, and Premier. Our service plans range in the complexity of services provided, and our plans, although standardized, are tailored to the needs of the client to provide the exact services needed. Service complexity starts from business formation advisement to consulting with the client regarding cost savings and revenue opportunities within clients’ business.

Payroll

We offer three service plans for businesses: Basic, Advanced, and Premier. Our service plans range in the number of employees for which the service is provided, and our plans.

Consulting

We offer general financial consulting for sporadic financial needs of individuals and businesses.

A La Carte services include business formation, sales tax and quarterly estimated tax filing, and notary services***.

 

*A Refund Transfer is a fee-based product offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized fees will be deducted from your tax refund. Visit your tax preparer to learn about all filing options, including obtaining your refund at no additional cost.

 

**An Easy Advance (EA) is a loan secured by your tax refund and is offered by Republic Bank & Trust Company, member FDIC, to eligible taxpayers. There are no fees or interest associated with the EA. Loan amount is determined by your expected tax refund less authorized fees. EA proceeds are typically available within 24 hours of IRS acceptance of tax return; however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit your tax preparer to learn about the cost and timing of all filing and product options.

 

***We offer notary public as well as I-9 employment verification services to individuals, businesses, and government agencies in the states of Georgia and Alabama only.