NICOLE ROGER FINEGAN, CPA

BRI_8706

Nicole Roger Finegan

 

PROFESSIONAL EXPERIENCE

HMS Certified Public Accountants, P.A.

Maitland, FL

2014 to present Partner

2011 to 2013 Tax & Accounting Supervisor

2004-2009 Tax & Accounting Senior

Morrison, Brown, Argiz & Farra, LLP.

Orlando, FL

2009-2011 Tax & Accounting Senior

 

PROFESSIONAL EXPERIENCE

*Federal and State Tax planning and preparation for corporations, partnership and individuals

*Representation before the IRS

*Guardianship, estate, and trust accounting for probate court

*Foreign and International tax reporting for foreign individuals, partnerships, corporations and trusts

*Foreign reporting requirements and international tax planning for US Citizens and residents

*Representation of clients in various IRS Voluntary Disclosure Initiative Cases

*Tax planning and preparation for high net worth individuals with investments in breeding and racing horses with values exceeding five million dollars

*Financial Statement compilations and reviews

*Concierge services for high net worth individuals, including but not limited to bill paying, budget preparation and personal financial statements

 

PROFESSIONAL MEMBERSHIPS AND CIVIC ACTIVITIES

Orlando Young Professionals

* Treasurer, 2009

Orlando Theater Project

* Board Member, 2009

University of Central Florida

* Burnett Honors College- Alumni Mentor (2006-present)

* Member, Florida Institute of Certified Public Accountants

* Member, American Institute of Certified Public Accountants

* Member, Hispanic Chamber of Commerce

 

EDUCATION

* Certified Public Accountant, 2008

* University of Central Florida, Master of Science in Taxation, 2006

* University of Central Florida, Bachelor of Science in Accounting, 2004

 

Fully Bilingual (English and Spanish)