meet our team

We pride ourselves on our unique ability to provide various avenues for reaching financial wellness and freedom.

Our

Values

Our Philosophy

Make sure you achieve complete financial security.

Our ultimate gratification is our commitment in making financial and tax experiences understandable and pleasurable to everyone with guidance, suggestions, and reliable communication. It is our passion and our extensive knowledge that makes it easy for us to help others achieve their financial goals and develop complete financial security.

What Sets Us Apart

Our dedication to creating client relationships.

We have the unique ability to develop personal relationships with our clients. Since we take the time to care for our clients and their business, we are able to tend to the clients’ needs and provide the special attention they deserve.

Nicole Feldman

FOUNDER AND CPA

Nicole graduated from California State University, Northridge with a major in Business Administration and an emphasis in Accounting.  Starting at a young age, Nicole’s first accounting job began upon graduating from high school.  Getting an early start in the field gives Nicole an advantage of having years of knowledge and expertise in the industry.

Before opening her own practice, the first 10 years of Nicole’s career were spent working for business management/entertainment accounting firms, where she managed and worked with well known, high-wealth, and/or entertainment clients.  In September 2001, Nicole founded her own firm, Nicole D. Feldman, CPA, An Accounting Corporation.  Nicole enjoys her work, interacting with clients, and learning new things.  Thus, she finds researching or exploring complicated tax matters a challenge as well as exciting.

Nicole is a member of the California Society of Certified Public Accountants.  She is also an avid animal lover, volunteering when she can to The Rescue Train, an organization close and dear to her heart.  Nicole is also known for her “yearly after-tax season trips”, where she spends a few weeks exploring new travel destinations.

Lisa Guerrero

ASSOCIATE

Lisa also graduated from California State University, Northridge with a major in Business Administration and an emphasis in Accounting. Before joining our team, Lisa worked at a boutique tax firm.  This is where she was exposed to all types of complex tax situations for various type of entities, including individuals, business entities, trusts, and estates. At our firm, Lisa specializes in partnerships, foreign entities, trust, and estates.

When Lisa is not buried in taxes, she enjoys spending time with her two children, volunteering at her kids’ school, and attending/volunteering at her community church.