As a Tax Manager, Nicole is responsible for preparing and reviewing tax returns, tax planning, and estimates. She works with clients to determine their specific tax needs. Nicole works with a wide range of clients in various industries; however, she specializes in high-net-worth families and their applicable investment partnerships, personal returns, gift returns, and trust returns. She also has experience in other numerous partnerships, individuals, and trusts, in addition to S-corporations and C-corporations.
Nicole focuses on delivering excellent client service through remarkable relationships. She provides quality time and understanding to her clients to ensure the delivery of a product that fits their needs. She also ensures compliance with applicable tax law and overall client satisfaction, within time and budgetary constraints, while planning and managing tax engagements.
Nicole was previously with JD Cloud & Co. prior to their merge with CSH in 2014.
