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

Less now, for MORE later

Less now, for MORE later

The Practice of Financial Health "You must gain control over your money or the lack of it will forever control you." - Dave Ramsey Do you have a book or a movie you come back to on a regular basis? By "regular," I mean maybe once or twice a year. The content is so...

When free isn’t actually free…

When free isn’t actually free…

Simple Steps You Can Take for Better Mobile Security "Privacy isn't negotiable. It's the right of every American." - Jackie Speier Today we are focusing on something unique from person to person: privacy as it relates to everyday technology. In December 2018, The New...

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