Company Profile

We are a small practice nestled in the Clairemont area of San Diego. We specialize in individual tax returns and personal financial planning.

Heather Billings, EA, CFP® has represented clients all over the country as well as internationally. She understands the value of a personalized relationship with clients.

We believe in maintaining the highest quality of education and communication so that we may better serve our customers and take advantage of the latest tax laws.

Enrolled to practice by the federal government and have been preparing taxes for over 15 years specializing in individual tax returns.

I formed my own tax practice with a single principle in mind: to provide the highest level of personalized client service possible. I care about each of my clients and will go the extra mile to handle their interests with integrity, responsiveness, and accuracy.

I've always had a small practice which I value because I get to spend more time on each client's tax return - including future tax planning and answering questions year-round in addition to the yearly preparation.

With my breadth of experience, I can handle simple to complex situations, including multi-state returns, amended returns and tax letters.

Give me a call or email me to discuss your tax needs. You don't have to live in San Diego to contact me. Many of my clients are all over the country. I'm used to handling any and all returns for the 45 states with individual income tax. Our working together to complete your return can easily be completed with emails and phone calls.