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Our Vision
Empowering clients
by making tax savings simple.
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Our Mission
To implement compliant tax minimization strategies for individuals and business owners using personalized planning for tax return preparation.
Our Values
What We Stand For
These core values guide every decision we make and every interaction we have with our clients and team members.
Knowledge
- As a catalyst for innovation
- Of our industry
- Allowing for adaptability
Efficiency
- In our work
- With our communication
- Achieved through innovation
Empowerment
- Through knowledge sharing
- Of our clients
- Of our employees
Trust
- In our client relationships
- Of our team
- Built on kindness and warmth
Relationships
- Leading to mutual learning
- Built on trust
- That are calm and supportive
Adaptability
- In our thinking
- With our solutions
- For our clients
Visit Us
Our Location
Stop by our office in Metairie or schedule a consultation today
Experience the J. Heath & Co. Difference
Let our values-driven approach help you achieve your financial goals