Lindsay Heckman

Lindsay Heckman is a partner in the firm's Tax Services Group with over 20 years of experience in both the public and private sectors. Lindsay focuses on pass-through entities, including S-corporations and partnerships, as well as family offices and high-net-worth individuals. She serves clients in professional services, investment management, real estate, and construction industries, helping them with tax compliance, planning, and reporting. Her strengths include developing entity-level tax mitigation strategies that benefit partners and shareholders.

Lindsay's experience includes tax preparation and financial and tax reporting. She believes strong results come from knowing a client's organization as well as they do, so she invests time up front to understand their goals, both for the current year and the long term. From there, she works side by side with owners and their leadership teams to build strategies that support those goals and adjust them as the organization evolves.

Before joining the firm, Lindsay was a tax managing director in private client service at a national accounting firm. Earlier in her career, she spent years in both public accounting and private industry, giving her insight into the challenges organizations face from both sides of the table. Lindsay places great value on her client relationships and looks to build a true partnership that helps each client's organization thrive. She is committed to being an advisor who is accessible, proactive, and invested in her clients' long-term success, beyond annual tax compliance.