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

Whoops. That was a mistake.

Whoops. That was a mistake.

The stock market has caused some alarm lately. Will investors wake up panicked or encouraged tomorrow? It's hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I'd love to see my clients be wise about how they...

Tax Myths about Earning More Money…

Tax Myths about Earning More Money…

Debunking Tax Myths about Earning More Money Earning more money should always be a good thing! Too often, people will lament about getting raises, bonuses, or overtime pay because the higher income would put them into the next tax bracket. While earning more money may...

Contact Us

The best way to reach us is by calling our main phone line 503-648-6184

If you prefer to email please use the form below.