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

Maybe the time to start is now?

Maybe the time to start is now?

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out...

Our electronic lives…

Our electronic lives…

Technology has certainly shifted our society over the last 15 to 20 years and there has been lots of discussion revolving around digital asset management. So much so, that it's time we discuss estate planning with a technological twist. Before we get there though, may...

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