For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

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...

Credit Cards: A Money Management for McMinnville Teens Tool

Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the Above All Accounting, Inc office. We’ve got our arms deep in the...

Gas Savings for Every McMinnville Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Lisa Heckman on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

Lisa Heckman’s Pro Tips to Negotiate with the IRS

With the tax deadline firmly in the rearview, most McMinnville people are enjoying pool time and picnics, free of the tax worries of springtime. (Though perhaps not free of all the inflation and stock market pressures we’re all currently facing. Hang in there.)But...

Top 5 Savings Tips for McMinnville Families

In the season of giving, it can be really difficult to tighten up the old wallet. Which is why I want to dive into some baseline savings tips to get you through.After all, there are presents to be bought, cookies to be baked, holiday parties to attend, McMinnville...

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...

McMinnville Taxpayers’ Right to a CDP Hearing

Stories abound about the IRS grabbing homes, cars, businesses, and just about any other McMinnville property they want, without warning. Maybe you’ve heard something to that effect. Well, the fact is: The IRS can’t do that. As a taxpayer, you’re entitled to...

How To Get Out of Credit Card Debt Fast in McMinnville: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some McMinnville clients that I've walked with over...

Shoring Up Tax Debt During Inflation

A little thing called inflation has been plastered all over the news cycle for the last few months now... and it’s taking its toll on McMinnville people. And to add to the difficulty of stretching those hard-earned dollars… increasing interest rates, rising...

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!

See How We Can Help