About Heslep Tax and Retirement Planning
Our
Story
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At Heslep Tax and Retirement Planning, we understand the path to living your best financial life is multi-faceted and personal. That's why we believe in providing customized services that address every aspect of your financial picture and align with your unique vision. And we Do the right thing 100% of the time and use the tax code for every available deduction and loophole possible.
Meet Willis Heslep
CEO and Owner of Heslep Tax and Retirement Planning
​After experiencing a frustrating IRS Audit of my Real Estate and Mortgage Business, I was driven to master the complexities of taxes. This passion for tax knowledge led to the creation of my business, where I enjoy piecing together the tax puzzle to minimize clients' tax burdens. What sets my business apart is my relentless pursuit of tax expertise, which I share with my clients to their benefit.
Our core values emphasize integrity and maximizing tax benefits. We are dedicated to doing the right thing 100% of the time and leveraging the tax code to utilize every available deduction and loophole. I instill a culture of passion for taxes and respect for clients in my employees, ensuring they share my enthusiasm and commitment to excellent client service. My goal is for clients to feel confident that they are working with someone deeply passionate about taxes and dedicated to their financial well-being.
My Biography
Skills: Tax Planning and Retirement Planning
Certifications: Irs EA, Masters in Accounting, AICTP certified -Main Street Certified, Master Tax Certified, Licensed IAR, series 6,63,65 RICP, CAS Certified
Languages: English
Business Experiences: 29 Years In Business
Hobbies & Interests: Tax Learning, Weight Lifting, Traveling
WE START BY LISTENING TO YOU
We want to fully understand you, your finances, and your concerns so that we can help you make the best financial decisions available so that you build a secure and enjoyable future. If you think it's important that someone listen and understand you before recommending solutions, contact us. We will listen.