“While there are many strategies for helping a client navigate the minefield known as taxation, I have learned the most successful way begins with understanding my clients.”
Experience and Expertise
Nancy has more than twenty years of experience in public accounting. Her range of experience is broad within the public accounting arena, inclusive of financial statement and compilation preparation, accounting assistance, payroll and business tax reporting, and with a primary focus on taxation. Her tax expertise covers personal, business, trust, estate, and gift tax planning, preparation, and representation.
Careful listening is effective in understanding others, and efficient in serving them. Nancy’s approach begins with listening to clients, to learn who they are personally as well as professionally. Through the development of a relationship, trust grows. This creates an environment where advice is not only professionally appropriate, but tailored to an individual’s personal and business needs.
Recent Work Experience
- Shannon & Associates LLP, Kent, WA 2020-current
- Hale & Associates, PS, Tukwila, WA 2004-2020 (Formerly known as Schneider & Kobata, PS)
Certifications, Memberships, and Involvement
- Enrolled Agent
- Bachelor of Science, Law
When not in the office, you’ll find Nancy…
….spending time with her husband at home or at the beach house.