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

Shutdowns don’t stop the IRS

Shutdowns don’t stop the IRS

As of this writing, the federal government is still in a "partial shutdown," and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest government shutdown in history. Who knows... by the time you...

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...

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