Blog
Non-filing Isn’t a Good Option for McMinnville Taxpayers
The events of 2020 were both a reprieve for Yamhill County taxpayers (like you) and a nightmare for tax pros (like me). And the complications of that year and the one following created a backlog for the IRS. That’s one of the reasons they shut off the reminder notices...
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...
Heckman’s Taxpayer Bill of Rights Breakdown
This is the week when tax filing mess-ups hit the fan again. The tax extension deadline on Monday, October 16 will still see McMinnville people not filing (even though they did file an extension request and get approved). And in preparing things, it will reveal bigger...
Five Tax Rights to Protect McMinnville Taxpayers
When the IRS is breathing down your neck, it may feel like you have no choice but to just roll over and take whatever they dish out.But here’s the thing… You actually have an extensive set of tax rights, guaranteed by law, when dealing with the IRS. They’re...
Combating Tipping Culture’s Impact on McMinnville Wallets
Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:503-648-6184And beyond that, the moratorium on paying student loans is...
Lisa Heckman’s Financial Stress Management Insights
One common denominator among my McMinnville clients the last few years is an increase in financial stress. Often, it’s related to tax problems they need help resolving, but there are other factors involved, too. As prices rise, so does anxiety around money. And...
1099-K Reporting Requirements: Clearing Up Confusion for McMinnville Taxpayers
The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
The Good & Bad of Unfiled Tax Returns for McMinnville Taxpayers
You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019 because of unfiled tax returns.That’s a lot of money that will become the property of the U.S. Department of the Treasury when it could...
How an Identity Protection Pin Can Save McMinnville Taxpayers
Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true McMinnville hero, which is why I want to make sure you remember that you can claim up to $300 for...
Energy Efficient Home Improvement Kickbacks for McMinnville Homeowners
I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
Watch Out for Tip Creep in Your McMinnville Business
I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re confronted with the request to tip.And also wondering… Am I obligated to tip you to pour a cup of drip?Of course, no...
Estimated Tax Payments: A Reminder for McMinnville Business Owners
Unless you're a tax pro like me (who lives and breathes this stuff), you want to think about taxes as little as possible. Especially post-tax deadlines. Out of sight, out of mind until next year, right? Not really.If you're a local McMinnville business owner...