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

2018 isn’t actually over yet…

2018 isn’t actually over yet…

It may be 2019 on the calendar, but 2018 isn’t behind us yet! Over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your tax return. We can't go back and undo any previous decisions, but we can...

2018 Year End Tax Letter

2018 Year End Tax Letter

We enjoyed working with you for your 2017 taxes and hope to see you again. Next year, we will continue to provide quality tax preparation for the 25th year in a row. We are proud of our system designed to minimize our clients’ tax liability as much as legally...

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