Trusted Local Tax & Accounting Professionals
Tax preparation & bookkeeping you can trust
Your Heights accounting team, right around the corner
Heights Financial Services helps neighbors across The Heights, Garden Oaks, Oak Forest, Montrose, River Oaks, and the Inner Loop with practical guidance on State and Federal tax preparation and monthly bookkeeping. Backed by decades of experience and a family legacy in the profession, our team makes complex finances feel straightforward—so whether you’re filing as an individual, running a busy shop on 19th Street, or managing a growing company off the 610 Loop, you know exactly what comes next.
Personal Tax
Business Tax
Why Choose Heights Financial Services?
Local insight, personal attention, reliable results
Clients choose Heights Financial Services because we pair professional rigor with an approachable style that fits our community. Expect clear explanations, timely communication, and practical options tailored to your goals—whether that’s maximizing a refund, smoothing cash flow, or planning a thoughtful transition to retirement. Add in our specialization in estate tax matters and you get a partner who can navigate life’s milestones without the runaround.
Testimonials
What Our Clients Say
Jeff is an IRS Enrolled Agent and University of Houston grad with 25+ years in healthcare and corporate finance (CFO/CEO), including bankruptcy turnarounds. He pairs deep tax/legal insight with long-standing tax prep and bookkeeping experience for businesses, nonprofits, and individuals.
Find Your Refund
Skip the phone queue and check your federal refund status anytime with the IRS’s Where’s My Refund tool. Use our direct link to track updates after your return is accepted—you’ll need your SSN or ITIN, filing status, and refund amount. It’s the fastest way to get answers without calling.
Serving Houston’s Heights and Beyond
Proud to support the neighborhoods we call home
We’re rooted in The Heights and serve a tight radius where people work here, live here, and stay here. From shop owners along Heights Boulevard to professionals near Downtown, we understand local rhythms—property tax cycles, Texas franchise tax for businesses, and seasonal spikes that affect staffing, payroll, and quarterly estimates. Planning an office move or expanding to a second location? We’ll help update filings and keep your local presence consistent.
Get in Touch
Friendly, professional help—on your schedule
Have questions about Houston or another state's bookkeeping services, business tax filing, or planning for retirement income? Book a convenient time using our online scheduler or give us a call. Whether you prefer a quick virtual consult or a sit-down near The Heights, we’ll make next steps easy and keep everything moving before deadlines arrive.