For Small Businesses

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Personal Prop County

Small Business Services

What our Clients are saying

Lisa is absolutely wonderful! She launched a successful business years ago because she knows what she’s doing. Always soooo sweet, super efficient, really insightful – I’m so lucky to have her as my accountant. I have proudly referred her to several of my friends.

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Itemizing Deductions This Year? McMinnville Taxpayers, Read This

“If a window of opportunity appears, don't pull down the shade.” —Tom Peters Quick Answers: 2026 Charitable Giving Changes Under OBBBAIn 2026, itemizers can only deduct gifts above 0.5 percent of taxable income, and the 60 percent AGI limit becomes...

Chapter 11 Bankruptcy Considerations for McMinnville Business Owners

The last time you heard from me, I spoke about this:No, not The Office episode where Michael Scott shouts his financial intentions to his employees (a classic, for sure). I talked about Chapter 11 bankruptcy as a possible fresh start when you’re facing heavy debt...

How McMinnville Taxpayers Can Check Their Social Security Statement and Status

Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY McMinnville families and small business owners (as well as plenty outside of our McMinnville area), I'm hearing from many who are deeply struggling ... and who also...

5 Business Ideas for McMinnville Entrepreneurs in 2025

Recovering well from the holidays? Apparently, the IRS is still in the holiday spirit, and they’re sending out 2.4 billion in Recovery Rebate Credits to taxpayers who didn’t claim them on their 2021 returns (with a max individual credit of 1.4k). If you’re a...

What Are The Best Safe Online Shopping Tips For McMinnville Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams. Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use...

How to Choose a Tax Advisor For McMinnville Taxpayers With IRS Problems

Key TakeawaysAvoid preparers who promise large refunds or charge fees based on a percentage of your refund Verify credentials and representation rights. Only CPAs, Enrolled Agents, and tax attorneys can represent you in all IRS matters Confirm they have a...

Answers for McMinnville Filers: Are People Getting Bigger Tax Refunds This Year?

Key TakeawaysYes, many filers may see larger refunds (potentially $300 to $1,000 more) based on current estimates The increase is largely tied to new tax cuts under the One Big Beautiful Bill Act (OBBBA) and outdated withholding during 2025 Whether a...

A Tax Appeal Alternative Option for McMinnville Taxpayers

The IRS is not like the authority figures of your childhood.That’s because, unlike your parents, it pays to argue. If you disagree with the IRS about your taxes, you have the right to challenge their decision through a tax appeal. Many people assume that IRS...

Lisa Heckman’s Tips to Avert Financial Crisis

I gotta say, every time I hear a new disaster being reported on the news, I am struck by how different my daily existence is from the devastation I see in the photos in my feed.I must confess to feeling some "disaster fatigue" setting in.It’s hard to see hard things...

Transfer of Wealth Moves McMinnville People Need to Make Now

If you’re one of the 10 million filers who still opt to receive refunds in the form of a physically mailed check, here’s a good reason for you to start going electronic. Recently, millions of dollars in refund checks were stolen right out from under taxpayer...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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