“Tax work is so rewarding because not only does it offer the satisfaction of problem solving, but it also provides the gratification of helping clients get real cash savings that help them reach their financial goals more efficiently.”
Nichole’s Story
Nichole helps solve complex problems and collaborates with other specialists across Truepoint to provide cohesive financial plans to clients. She believes that good tax preparation and organization should bring simplicity and peace of mind to clients’ lives. She especially enjoys digging into complicated and unique situations, addressing new challenges, and ultimately saving clients money.
In her free time, Nichole likes to relax with her husband, children, and dogs, watch University of Kentucky sports, read, and take weekend trips with family and friends.
Specialties: income recognition planning, individual tax, lump sum distribution planning (especially for P&G employees), stock option compensation, tax education
