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

Quick year-end moves

Quick year-end moves

If you want to take your own bull by the proverbial horns, I have some quick ideas for you to save on your 2019 taxes. Here we go... Lisa Heckman's "Real World" Personal Strategy Note Year-End Moves to Save on Your 2019 Taxes "You miss 100% of the shots you don't...

Giving — to yourself

Giving — to yourself

Well, here we are into December, the final month of 2019 -- and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let's sit where we are for a bit. The December holidays are upon us. And...

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