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

2019 is approaching…

2019 is approaching…

With the Thanksgiving leftovers mostly consumed, we are turning our eyes to year-end matters. As we approach 12/31/18, there are lots of items to consider. Because, yes--the standard deduction has been significantly increased this year, and it might make sense for you...

One Significant Habit of the Wealthy

One Significant Habit of the Wealthy

One Significant Habit Of The Wealthy -- Even Before They're Wealthy "My best friend is the one who brings out the best in me." - Henry Ford We're into the final quarter of 2018, and since this is the biggest quarter of the year for giving, I'd like to take the...

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