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Carol Collins - Omni360 Advisors

Carol Collins

Franchise Support & Bookkeeping Support

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Carol

Carol joined the Omni team in 2021 and plays an important role in assisting clients with their ongoing financial needs. She prepares monthly reconciliations for multiple clients, submits franchise reports under the guidance of senior team members, processes monthly sales tax filings, and computes rent vouchers. Carol supports partners and associates across a variety of tasks, contributing to smooth and accurate operational workflows.

Outside of work, Carol enjoys spending time by the pool, playing word and puzzle games, and baking for friends and family.

TEAMS

Orange Team

A BRIEF HISTORY

Before joining Omni, Carol gained valuable experience across several industries, including owning a small business, working as an oilfield expeditor, serving as a corporate travel agent, and spending time as a substitute teacher. Her diverse background and adaptability make her a reliable and resourceful member of the team.

*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 Carol is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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