Nicole joined our firm in 2015. Her responsibilities include preparation of individual & business tax returns, as well as assisting with tax planning and consulting.
Since starting with our firm, she has assisted with the roll out of our secure Client Portals, allowing our firm to provide better Client Service through convenient online solutions. Prior to joining our firm, she worked for a tax consulting firm, assisting with tax issues ranging from IRS & multi-state audits and appeals, expatriate taxation, tax exempt organizations and other tax issues. She received her education from the University of Illinois Champaign/Urbana with a concentration in Business Administration and Entrepreneurship, and has experience in accounting, tax preparation & tax consulting fields.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: