Tax Planning & Compliance
She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls. Her experience in the hospitality, construction and professional services industries gives her the ability to consult with clients in a variety of areas. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process.
As a member of SVA’s Business Advisory Services, Nicole uses her knowledge of auditing and financial accounting to help strengthen accounting and internal control functions in organizations. She utilizes her knowledge of tax to provide proactive tax planning to her clients.
Nicole’s approach centers on proactive planning and open communication. Her technique demonstrates that planning and continuous communication throughout the year results in a positive outcome.
Nicole is married and has two girls. Outside of work she enjoys going on long walks, picnics, hanging out with friends and playing with her kids.