Taos Link - Link to businesses in Taos

Heritage was organized in 1994 under a certificate of trust authority issued by the New Mexico Financial Institutions Division. The firm specializes in delivering highly personalized financial services to New Mexico families and the businesses they own. The firm works with independent advisors, and tailors its comprehensive financial concierge services to meet the needs of the client. In addition to its headquarters in Taos, Heritage maintains an office in Santa Fe at 233 Johnson St. Ms. Chong was previously a tax manager for the regional CPA firm of Moss Adams in Albuquerque and began her New Mexico CPA career in 1996 with Fred Winter Accountancy, P.C., in Taos. She holds the equivalent of the CPA license in Mexico and was named the outstanding new member of the New Mexico Society of CPAs in 2007. Currently she serves as Treasurer for the Central New Mexico Chapter of the Susan G. Komen Foundation.