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Tax & Advisory
Services for
Businesses
& Individuals
A boutique CPA practice delivering personalized, on-demand service for individuals and business leaders who expect excellence and strategic insight.
Tax Advisory & Planning · Business Entity Selection & Structuring · Tax Return Preparation · Retirement & Estate Planning · Quarterly Tax Estimates · Ongoing Strategic Advisory · Business Management Services · Bookkeeping Services
Our Mission
At Balancing Vail CPA & Associates, we provide highly personalized tax and advisory services tailored to individuals, families, and businesses who value precision, insight, and enduring partnership. Our mission is to simplify complexity, preserve wealth, and empower confident financial decisions—through expert strategy, exceptional service, and an unwavering commitment to excellence.
The Client Experience
At Balancing Vail CPA & Associates, the client experience is defined by access, precision, and discretion. From your initial consultation to ongoing advisory, every interaction is personalized and intentional. We begin by understanding the full scope of your financial landscape—your goals, your business, your legacy—and craft a strategy that anticipates your needs before they arise.
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You’ll never chase us for updates or clarity. You’ll have direct, timely communication and thoughtful guidance at every turn. Whether we’re preparing filings, optimizing your tax position, or advising on complex decisions, you’ll experience the assurance of working with a partner who is fully invested in your success.
This is service at the highest level—focused, proactive, and dedicated.
About Nancy
Nancy brings a rare blend of audit discipline and forward-thinking tax strategy to every client relationship. Her experience extends beyond traditional compliance, having worked closely with business management clients to deliver integrated, personalized guidance that aligns with both financial and life goals.
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With a steadfast commitment to staying ahead of evolving tax laws, Nancy ensures that every recommendation is not only accurate but future-ready. Clients consistently value her for her accessibility, proactive approach, and ability to translate complexity into clear, actionable insights—all delivered with the warmth, discretion, and reliability of a trusted long-term advisor.
Career Experience
KPMG Audit Group
At KPMG, Nancy was part of the audit team where she developed a strong foundation in financial reporting, internal controls, and regulatory compliance. She worked closely with clients across various industries, conducting detailed testing and analysis to ensure the accuracy and integrity of financial statements.
Deloitte & Touche
As a Tax Manager at Deloitte, Nancy led teams in the preparation and review of complex tax compliance filings for high-net-worth individuals, corporations, and partnerships. Her responsibilities included managing multi-state and federal returns, ensuring accuracy under tight deadlines, and overseeing junior staff throughout the engagement cycle. She played an integral role in team development, contributing to internal training programs—particularly in specialized areas such as credit provisions.
Hilton Hotels Corporation
Nancy worked in Hilton’s tax department, where she gained hands-on experience with multi-state tax filings and corporate compliance. Her role deepened her understanding of state-specific regulations and large-scale tax operations.
In the business management tax department, Nancy worked closely with individuals and businesses to prepare tax returns while gaining a deep understanding of their financial operations. This experience strengthened her ability to interpret financial data holistically and reinforced the importance of clear, accurate reporting in supporting clients’ broader financial goals.
Business Management
Experience
As co-founder and CFO of a wellness-focused superfood company, Nancy gained firsthand experience managing the financial, operational, and strategic aspects of building a business from the ground up. This role strengthened her ability to navigate real-world challenges—budgeting, forecasting, vendor relationships, and growth planning—all while staying true to a mission-driven vision. The experience deepened her commitment to supporting entrepreneurs with financial guidance that’s both practical and purpose-aligned.
Startup Co-Founder &
Financial Lead
Our Services
Whether you're an individual, entrepreneur, or business owner, I offer a full suite of tax and financial services designed to provide clarity, confidence, and long-term value. My approach is both strategic and personal—rooted in technical expertise and shaped by a deep understanding of each client’s unique goals. From proactive tax planning and precision-driven compliance to business structuring, retirement planning, and ongoing advisory, every service is delivered with a commitment to excellence, responsiveness, and lasting partnership.
Tax Advisory & Planning
Proactive strategies that anticipate changes, minimize liabilities, and position you for lasting success.
Tax Return Preparation
Accurate, timely, and detail-oriented preparation for individuals, businesses, and trusts.
Quarterly Tax Estimates
We calculate quarterly tax payments using year-to-date data to provide accurate, timely estimates that reflect your current income and deductions—helping you avoid surprises and stay compliant throughout the year.
Business Management Services
We provide personalized financial oversight for individuals and businesses, including cash flow management, bill payment coordination, budgeting, and expense tracking. Our goal is to simplify the financial side of your life so you can focus on what matters most—while staying organized, compliant, and financially informed.
Business Entity Selection & Structuring
Expert guidance on forming or restructuring entities to maximize tax efficiency and scalability.
Retirement & Estate Planning
Thoughtful, tax-optimized strategies for long-term wealth preservation and legacy planning. I collaborate with a trusted network of specialists in retirement and estate law to deliver integrated, seamless solutions tailored to your personal and financial goals.
Ongoing Strategic Advisory
Dedicated, year-round access and guidance for clients seeking a true partner in their financial journey.
Bookkeeping Services
Up-to-date financial records are the foundation of informed decision-making. Our bookkeeping services ensure that every transaction is properly recorded, categorized, and reconciled—giving you clear, reliable financials to support tax compliance, strategic planning, and day-to-day operations.
Contact
I work closely with a limited number of clients to ensure a truly personalized experience. If you're interested in exploring how I can support your tax, estate, or business planning needs, please reach out to schedule a private consultation. I respond promptly and welcome the opportunity to learn more about your goals.
