Phone: (864) 558-5372
Niki grew up in the Upstate and currently lives in Easley, SC. She holds a Bachelor's degree in Accounting from Clemson University and a Master's degree in Professional Accountancy - Emphasis in Taxation from Clemson University as well. She is a Certified Public Accountant licensed in South Carolina. Prior to joining the Copper Advisors team, Niki spent 3 years with Elliott Davis LLC in their tax division specializing in closely held businesses and high net worth individuals. Her hobbies include traveling, cooking, trying new restaurants (self-proclaimed foodie), and watching Clemson football. Go Tigers!
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What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know: