Nikki Balmoori, CPA

Tax Manager

Nikki Balmoori is a tax manager with experience in income tax services for ultra-high-net-worth individuals and their associated entities, including family limited partnerships. Before joining Topel Forman, Nikki started her career at a Big Four firm before moving to a multi-family office wealth management firm.

  

EDUCATION

University of Minnesota – Carlson School of Management, Master of Business Taxation
Creighton University, BSBA, Accounting

AREAS OF EXPERTISE

Individual Taxation
Partnership Taxation

SOCIETIES & LICENSES

Certified Public Accountant, State of Texas
American Institute of Certified Public Accountants