Chief Executive Officer
Direct: (916) 696-7456
Nicole has over 15 years of sales and use tax experience. She oversees the onboarding of new client accounts and leads the sales and use tax compliance team which prepares thousands of multi-jurisdictional returns throughout the year. She is well-versed in multi-state sales and use tax compliance and is experienced in handling multi-jurisdictional registrations, researching to determine the taxability of specific products and services, performing nexus studies, and preparing voluntary disclosure agreements. Nicole fully utilizes her versatile sales and use tax background to assist her clients, and her attention to detail and exemplary spreadsheet analysis ensure the thorough resolution of the most complex projects.
Before joining the firm, Nicole spent six years providing mutual fund and insurance accounting services with State Street in Kansas City, Missouri, where she made a rapid ascent from Fund Accountant to Account Manager. She processed new client setups, managed several client accounts, and consistently provided accurate and strong client relations. Nicole continues to utilize her financial background to understand and assist clients with their tax issues.
Nicole earned her Bachelor of Science degree from the University of Kansas in Accounting and Business Administration with an emphasis on Finance and is currently a member of the Institute for Professionals in Taxation (IPT).