Founder & Managing Partner
A results-driven Enrolled Agent with a deep passion for taxation and strategic planning, Nikki is Founder and Managing Partner across accounting, tax, legacy planning, and investment enterprises — helping clients navigate complex tax matters with clarity, confidence, and forward-thinking strategy.
She specializes in serving restaurants, real estate investors, professional service firms, investment LLCs, self-employed individuals, and cross-border clients — including foreign individuals with U.S. income and U.S. persons with foreign income and assets. Her approach goes beyond compliance to proactive tax planning that protects wealth, strengthens structures, and supports sustainable, long-term growth.
Before becoming a tax professional, Nikki spent more than 10 years owning and operating small businesses — including a restaurant, retail, and wholesale ventures. That hands-on experience gave her a real understanding of what it takes to run a small business, and it's part of why she genuinely cares about her clients' experience today. She brings more than 12 years of experience in small business accounting, payroll, and tax preparation.
Enrolled Agent (EA)
Licensed directly by the IRS, with authority to represent taxpayers on any tax matter — audits, collections, and appeals.
Notary Public
Commissioned to witness signatures and certify documents, from real estate closings to powers of attorney and affidavits.
- Restaurants
- Real Estate Investors
- Professional Service Firms
- Investment LLCs
- Self-Employed Individuals
- Cross-Border Clients (U.S. & Foreign Income)