Nickolas Wolfe, Cpa Email & Phone Number

Plano, Tx, Us

Plano, Texas, United States

Nickolas Wolfe, CPA leverages cutting-edge technology to provide a narrow range of federal and state tax services to individuals, start-ups, small businesses, and owners of short-term (STR) and mid-term rentals (MTR). We strive to meet each client's specific needs in planning for the future, helping them achieve their goals in the ever-changing financial and regulatory environment.

Frisco, Texas, United States

Frisco, Texas, United States

- Prepare and review tax returns and work papers for individuals, partnerships, trusts, and corporations.- Prepare and review tax return extensions and quarterly estimated payments for individuals and trusts.- Research tax situations and recommend client tax positions to management.

16800 North Dallas Parkway, Suite 240, Dallas, Tx 75048

- Prepare and review tax returns and work papers for individuals, partnerships, trusts, and small corporations.- Prepare and review tax return extensions and quarterly estimated payments for individuals and trusts.- Research tax situations and recommend client tax positions to management.- Train and manage interns and new associates.- Complete special projects, such as personal financial statements for high-wealth individuals and firm process improvements.

Dallas, Texas

- Prepare tax returns and work papers for individuals, partnerships, trusts, and small corporations.- Prepare tax return extensions and quarterly estimated payments for individuals and trusts.- Research tax situations and recommend client tax positions to management.- Complete special projects, such as personal financial statements for high wealth individuals, board members, and officers of companies.- Oil and Gas tax accounting experience.

Dallas, Texas

- Prepare tax workpapers and individual tax returns.- Prepare tax return extensions for individuals and businesses.- Research special tax situations and recommend client tax positions to management.- Complete special projects, such as personal financial statements for high wealth board members and officers of companies.

Richardson, Texas

- Overseen all non-food operations and total store customer experience/service – 75% of store operations – in a store with yearly revenues of $44 million.- Supervised five direct reports and 65 indirect reports – largest team of direct reports and indirect reports in DFW.- Grew a team culture focused on compliance to mitigate legal risk and lead a culture of financial accountability.- Hired, trained, and developed a high-quality team that delivered positive financial results and a great experience for all customers – promoted two indirect reports to entry-level management roles for peers in same store.- Act as leader on duty 3-4 days a week, providing total store leadership.

Gainesville, Fl

- Met yearly store profit plan, sales plan, and profitability growth for years 2009, 2010, and 2011.- Supported the daily needs of retail and wholesale customers.- Led North and Central Florida in sales and customer satisfaction for more than fourteen consecutive months.- Managed store inventory valued in excess of $550,000.

Nellis Afb, Las Vegas, Nv

- Maintained the aircraft, aircraft support equipment, and aircraft forms and records for Brigadier General Gregory J. Ihde, Commander of the 57th Wing at Nellis Air Force Base, Las Vegas, NV.- Performed and supervised aircraft repair and reclamation, aircraft quality assurance policies, aircraft phase inspections, and aircraft maintenance support functions for multiple aircraft.- Obtained and maintained a Secret security clearance.- High attention to detail and crucial execution of policies saved another nation’s aircraft from ingesting a spent tire of a departing U.S. aircraft during an exercise, saving said nation from ruining a multi-million dollar aircraft.

Master’S Degree, Accounting

Ethics, Taxation, Auditing, Accounting

Masters Of Science, Management

Certificate: New Venture Creation

Bachelor Of Arts (Ba), Political Science

Minor: Geography Deans list; 2009, 2008