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

Getting the right financial mindset

Getting the right financial mindset

We just wrapped up all the extension returns for the 2017 tax year and can finally place our gaze SQUARELY at what's ahead. Which is a funny thing to say because, for many of our clients, we are continuously looking backwards – playing catch-up because they haven't...

Awareness: how to spot and fix financial self-sabotage

Awareness: how to spot and fix financial self-sabotage

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in books and hear on the radio about how to keep your finances in check. But you're still not getting ahead. Sometimes it's the unchallenged, mental assumptions about...

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