Nicolette Financial provides tax preparation and filing services for business, non-profit and individual clients. Knowledge in federal and state tax laws allows Nicolette Financial to assist clients in complying with all necessary tax requirements as well as in identifying opportunities that minimize tax burdens.

We can assist you with the following:

• Preparing individual and business tax returns
• Preparing tax projections
• Conducting tax research
• Determining estimated tax payments
• Researching and calculating cost basis
• Responding to tax notices
• Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Your tax return can be filed electronically so you will get a refund back quicker.
• We will show you how to adjust your payroll withholding to get more money back each week.
• We can help you understand the tax ramifications of your overall financial situation and identify planning opportunities to legally and efficiently minimize your income taxes.

IRS Circular 230

United States Department of Treasury Regulation Circular 230 requires that Nicolette Financial notify you that this information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. Nicolette Financial does not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

Circular 230 is applicable to attorneys, Certified Public Accountants (CPA), Enrolled Agents (EA) and other tax professionals who practice before the IRS. The revisions to

Circular 230 provide standards of practice for written advice that reflect current best practices and are intended to restore and maintain public confidence in tax professionals. These revisions ensure that tax professionals do not provide inadequate advice, and increase transparency by requiring tax professionals to make disclosures if the advice is incomplete.