Expert Accounting Advice

We’re here to help you! Meet our founder, Lisa Heckman, and fellow tax accountant William Walker for up-to-date, in-person tax and accounting tips on top issues that affect tax payers.

General Tax Advice

Items to Review Tax Prep

Personal Prop County

Tax Estimates

IRS Penalties and Notices

Social Security Benefits

Advice for Small Business Owners


Payroll Considerations

CoMingle Funds

Record Keeping


Business Entity Structure


Contractor V Employee

Auto Deductions

More Resources

Tips From Our Blog

A foundation of strength

A foundation of strength

It's understandable if things might feel a little bit ... shaky right now for you. If you pay attention to the media, you are seeing trade wars with China, uncertain stock markets, elections rumbling in the future, etc. All of these, by the way, are good reasons to...

College is Expensive!

College is Expensive!

The tax deadline has passed. But we're still available, and handling post-deadline matters for clients. If you or any of your friends aren't happy with their results this year, send them our way! We can review their returns to ensure accuracy, and discuss strategies...

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