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Heather m Francis

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Small Enough to Know Your Name, Big Enough to Handle All Your Tax and Accounting Needs!

credentials

contact

+1(941) 764-6635
heatherfrancis@francistaxservices.com

12415 SW Sheri Ave

Lake Suzy FL 34269

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bio

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I was born and raised in Niagara Fa lls, NY, and spending my early adult life in Columbus Ohio and Charlottesville, VA before planting roots in Charlotte County. I am a graduate of Florida Southwestern College and a former Member of the Phi Theta Kappa Honor Society, Alpha Tau Eta Chapter.I have spent over 20 years serving clients in the Tax and Accounting industry. Professional Designations include E.A. - Enrolled Agent, CTRS- Certified Tax Resolution Specialist and QuickBooks Pro Adviser. She is a Member in Good Standing with the American Society of Tax Problem Solvers and the National Association of Tax Professionals. When I am not busy with the duties of business, I enjoy Volunteering as an instrumentalist with the North Port Symphony and the North Port Concert Band. I get pleasure from serving as a Board Trustee with the North Port Symphony, to help them further their goals. My love and passion for music inspires her advocacy of local youth music and arts programs. "What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others"- Pericles

q & a

Why should a client hire you?

Top Reasons To Chose Francis Tax Service • Experience: Our Experience saves you tax dollars and reduces the chances of problems with the IRS • New to the Area - we are experienced in preparing taxes from all States and specialize in handling the many complications you face when relocating. • Year-Round Service - We are here all year to answer your questions and handle any problems that may arise. • Confidentiality - Meet with your tax advisor in the comfort of a private office. • Old Fashioned Service - We care about our clients and building lasting relationships. We treat you like family. • Technology to simplify - We might use Old Fashioned service, but our office uses up to date technology to simplify the process. We offer Free E-file, E-Signature and other convenient electronic services to help make life easier when we can.

Describe a time where you went beyond expectations when working with a client.

I have a client who runs a business and lacks the know-how in regards to managing the business affairs. Our office has walked him through every step of getting organized to grow and that has meant talking nearly everyday. We pay attention to the little stuff, and that helps all of our clients.

education

Florida SouthWestern College

Associate of AA. with Accounting Focus

2011

experience

Francis Tax Service, LLC

President
Lake Suzy, FL

01/2013 - present

associations

American Society of Tax Problem Solvers

Member since 2008

National Association of Tax Professionals

Member since 2012

exams

Enrolled Agent

2007

CTRS

2008

business info

Francis Tax Service, LLC

Small Enough to Know Your Name, Big Enough to Handle All Your Tax and Accounting Needs!

www.francistaxservices.com

Established 2013

Francis Tax Service Provides Individual Income Tax Return Preparation Small Business Income Tax Preparation Notary Services Accounting Services Bookkeeping Services Payroll Services Tax Problem Resolution And Much More Top Reasons To Chose Francis Tax Service • Experience: Our Experience saves you tax dollars and reduces the chances of problems with the IRS • New to the Area - we are experienced in preparing taxes from all States and specialize in handling the many complications you face when relocating. • Year-Round Service - We are here all year to answer your questions and handle any problems that may arise. • Confidentiality - Meet with your tax advisor in the comfort of a private office. • Old Fashioned Service - We care about our clients and building lasting relationships. We treat you like family. • Technology to simplify - We might use Old Fashioned service, but our office uses up to date technology to simplify the process. We offer Free E-file, E-Signature and other convenient electronic services to help make life easier when we can.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 AM
Tuesday 09:00 AM - 05:00 AM
Wednesday 09:00 AM - 05:00 AM
Thursday 09:00 AM - 05:00 AM
Friday 09:00 AM - 05:00 AM
Saturday closed

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


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