Nicole specializes in providing services to commercial companies and financial institutions, including financial statement audits, BSA and ACH compliance, services to HUD lending, mergers and acquisitions, and tax compliance. In addition, she has experience with loan review procedures, SOX 404 internal control testing, outsourced internal audit procedures, and deferred tax valuation and testing. She manages the completion of field work on several of the firm’s commercial and financial institution client engagements.
Nicole also currently provides audit, other attestation, and tax services to over 40 nonprofit organizations. Relative to nonprofit organizations, she has aided in the formation of new nonprofit organizations, maintaining tax-exempt status, and changing tax-exempt status. Nicole also specializes in tax compliance matters and annual reporting requirements specific to many types of pubic charities and private foundations. In addition, she has experience managing the completion of audit and other attestation engagements for several of the firm’s nonprofit clients. Nicole has assisted many types of public charities, private operating foundations, and private non-operating foundations.
Prior to joining the firm, Nicole worked at a local financial institution.
- B.S. Technical Management, magna cum laude – DeVry University
- Certified Public Accountant – Pennsylvania
- American Institute of CPAs
- Pennsylvania Institute of CPAs
- SpiriTrust Lutheran Home Care and Hospice – Treasurer
- SpiriTrust Lutheran LIFE – Treasurer