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

Before (or after) you say “I do”

Before (or after) you say “I do”

If you've been married, you know that there is a big difference between the wedding, and the real work of being married. One of the best pieces of advice I've seen for newlyweds is that they need to put just as much planning (if not far more) into the marriage, as...

Tightening the gaps…

Tightening the gaps…

Lisa Heckman's "Real World" Personal Strategy Note Four Online Security Moves For Right Now "Passwords are like underwear. Don't leave them out where people can see them, change them regularly, and don't loan 'em out." -Chris Pirillo Recently, Equifax finally reached...

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.