Support Team

Bookkeeping Support

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT NICOLE

Outside of work, Nicole enjoys spending time with her family—especially her siblings—and joining fun run events.

A BRIEF HISTORY

Nicole is a BS Accountancy graduate with five years of experience in the accounting and bookkeeping field with exposure in various accounting tools and software—including QuickBooks Online/ Desktop, and Xero where she specializes in transaction recording, reconciliations, financial reporting, and well-maintained books. She works primarily with supporting businesses in wealth management, retail and trade, investment, and corporate finance.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Nicole is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For

Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...

<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know

Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...

<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z

Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...

<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>