Lott Heritage Group

Expert tax preparation and insurance services

Get Started

Tax Prep

E-file from anywhere.

Life and Health Insurance (coming soon)

Get up to $7,500 of your refund through our bank. (Subject to qualification)

Insurance

Fast and Reliable

About Lott Heritage Group

At Lott Heritage Group, we believe your legacy deserves protection and peace of mind.
With over 20 years of experience in professional tax preparation, we’ve helped hardworking individuals and families maximize their refunds, stay compliant, and plan for a secure financial future.

Founded by Veronica Lott, our firm was built on integrity, family values, and a passion for helping others keep more of what they earn. Whether you’re filing personal taxes, managing small business returns, or preparing for long-term stability, we make the process simple, transparent, and stress-free.

We’re expanding to offer Life and Health Insurance services (coming soon) — providing personalized coverage options designed to protect what matters most: your family, your income, and your future.

At Lott Heritage Group, we don’t just handle numbers — we help you build a legacy worth keeping.

Services

Profession Tax and Insurance services

A man and woman sitting on a couch with two children

A mobile device displaying tax preparation software.

Life and Health Insurance

We help families build foundations that last, and protection that pays off in times of uncertainty.

Professional Tax Services

20 years of experience in tax preparation, we help everyday people keep more of what they’ve earned — without the franchise fees or corporate runaround.

Subscribe Now

Stay updated on our services