Tools & Resources

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

SCorps

Payroll Considerations

CoMingle Funds

Record Keeping

Meals

Business Entity Structure

Quickbooks

Contractor V Employee

Auto Deductions