The relationships you build matter.
The relationships you build matter.
No one can do it all. That’s why Nicole has thoughtfully created a referral network of people and businesses who align with her values and mission while providing a variety of financial and legal services .
Disclosure: Breath & Taxes does not receive any financial benefits from this referral list. Clients should initiate inquiries about services, and referrals will not actively offer or outreach to provide services to clients in contact with Breath & Taxes.
Tax Preparation & Planning
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Jesse Swordfisk, CPA
Location: Portland, OR
he/him/his
As a CPA with 10+ years experience, Jesse focuses on self-employed individuals who may have difficulties in organization. He strives to meet clients where they are at, rather than trying to fit everyone into the same traditional box.
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Melina Hopkins, EA - Wealth Tea Inc.
Location: Washington, DC
she/her/hers
Owner and operator of Wealth Tea Inc., she has been involved in small business accounting, tax and resolution for the last 17 years with a dream of empowering women, minorities and members of the LGBTQ+ community to take charge of their finances while giving back to their community. Melina is an Enrolled Agent and has worked alongside the IRS for 15 years while representing clients through audits and IRS correspondence.
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Kerry Ann Nakouye, EA, MBA, MSA - N4 Business
Location: Germantown, MD
she/her/hers
N4 Business provides year round bookkeeping, payroll, consulting, and tax preparation services for individuals, partnerships, and S corporations and specializes in small business service based entities such as content creators, therapists, photographers, and investors. As an IRS Enrolled Agent, Kerry Ann represents clients and provides a variety of federal and state tax resolution services.
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Jenna Goldin - Shift Accounting
Location: Portland, OR
she/her/hers
Jenna has been preparing taxes for small businesses and individuals since 2010. Her work in tax preparation was born of the intention to bring a social justice lens to accounting. Her mission is to utilize tax prep and money knowledge to build empowered communities based on equity through the redistribution of wealth.
Shift Accounting will be taking clients on a case-by-case basis beginning November 1, 2023.
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Sonya Bright, EA - Tax Decoders
Location: Houston, TX
she/her/hers
Got 99 problems and the IRS is one of them! Taxpayer representation is Sonya’s specialty. She also provides tax preparation and bookkeeping services.
Connect with Sonya
346-520-0320
Bookkeeping & Accounting Services
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Bev Melven - Melven Bookkeeping
Location: Portland, OR
she/her/hers
Bev Melven has been providing quality bookkeeping services for dozens of industries in Alaska, Oregon and Washington for 20 years. She provides friendly, efficient bean counting and loves to bend Excel to her every whim.
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Kristen Torikian - Sereno Accounting & Advisory
Location: Orange County, California
she/her/hers
Kristen Torikian is a CPA licensed in the state of California with 10+ years of experience in finance and accounting, including work for small businesses, boutique firms, startups, big tech, and public accounting. Prior to that, Kristen worked in operations for tech and media. Kristen offers bookkeeping, accounting, and fractional CFO services. A graduate of The Wharton School, Kristen loves to combine her knowledge of accounting, finance, and operations to help her clients meet their goals.
Check out her LinkedIn as well!
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Sharon Ridley, MBA - The Accountant
Location: Nashville, TN
she/her/hers
With over 12 years of experience, Sharon provides small business clients with the detailed, professional, and consistent bookkeeping and accounting services that large corporations require. If you are looking for expert level service, The Accountant is ready to provide balance to your business.
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Lynnorra "Lynn" Phillips - OPTIX Financial Services
Location: Detroit, MI
she/her/hers
OPTIX Financial Services provides Accounting, Tax, and Business Consulting Services for health + wellness entrepreneurs and small businesses. Lynnorra Phillips has over 15 years of Accounting and Information Security experience and can ensure exceptional, white glove client service at a competitive price.
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Patryce Ripress - PAK Accounting
Location: Raleigh, NC
she/her/hers
PAK Accounting was established in 2013 as a provider of bookkeeping, accounting, and tax services and specializes in assisting small businesses and non-profits. It is committed to promoting the growth by identifying and solving problems, listening to clients' needs, and managing their firm in an ethical and professional manner. Patryce is passionate about supporting small business owners and developing accounting and communication practices to facilitate their professional and financial growth in their business endeavors.
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Kiia Mitchell, MBA, MAFM - K$M Financial Services
Location: Dallas, TX
she/her/hers
Kiia has over 20 years in accounting. She provides bookkeeping and accounting services to small business clients.
Connect with Kiia:
ksmfinancialsvcs@gmail.com
Financial Advising & Legal Services
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Victor "Chaim" Schramm, CFS®, CAS®, CDFS®, AIF®
Location: Eugene, OR
he/him/his
Chaim is a Fee Only Financial Planner and Wealth Manager licensed in Oregon & California. He specializes in holistic financial planning, low cost portfolios, and Socially Responsible Investing. He works with families, business owners, and individual investors- primarily on an Hourly Rate basis.
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Michael Jonas, JD, MBA - Rational Unicorn Legal Services
Location: Portland, OR
he/him/his
Rational Unicorn Legal Services offers business and non-profit law in Washington, Oregon, and California, and intellectual property law nationwide. They provide personalized, relationship-oriented legal services on a pay as you go model with flat fee project billing.
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Sunny S. Kakwani, Esq. - As Your Counsel
Location: Portland, OR
he/him/his
As Your Counsel offers focused and well-designed services, effectively tailored to serve entrepreneurs, investors, and community. Headquartered in Portland, Oregon, As Your Counsel represents and collaborates with clients and colleagues on both coasts. Community focused, we take pride in meeting the needs of our clientele and cultivating a business they can stand by.
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Max Mintz - Common Interests
Location: Metuchen, NJ
he/him/his
Max is a full-service financial planner specializing in Sustainable, Responsible and Impact Investing with a focus on integrating a client’s investment strategy with their values within the context of their financial plan. He has the ability to work with clients nationwide and is a good fit for folks who are looking for financial planning bundled with investment management, and who care about creating a positive impact with their wealth.
Disclosures: Nicole Long is not a client of Common Interests, LLC. No compensation was given or requested for this endorsement, and Max does not accept or give either hard or soft dollars in exchange for client referrals. There are no material conflicts of interest to disclose.
Coaching, Consulting & CFO Services
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Hadassah Damien - Ride Free Fearless Money
Location: Denver, CO
she/her/hers
Hadassah Damien is an anti-capitalist finance educator, design strategist and facilitator, award-winning LGBTQ+ artist, and longtime entrepreneur and business owner. She works with solo businesses, startups, social impact cohorts, fiscal sponsors, and teams of people who want to solve financial sustainability problems in ways that are human-centered and values-driven. From participatory budgeting to DIY sliding-scale tours to traditional banking, she’s worked on the ways money can work better for people -- and offers strategic approaches to her Ride Free Fearless Money readers and clients.
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Diana Yáñez (dee-ah-na), CFP®, RLP® - All the Colors
Location: Mexico City, Mexico
she/her/hers
Diana Yáñez, CFP®, RLP® is a money coach at All the Colors and wealth manager at Strategy Squad. Diana provides clients with the education they need to make financial decisions, accountability to take action, and coaching to understand why they do what they do with money.
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Carla Titus - Wealth and Worth Within
Location: Portland, OR
she/her/hers
Finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and established businesses consulting experience. Carla is a fractional CFO who provides financial consulting and advisory services to business owners. Her priorities for their clients range from growing profits, having cash in the bank, and paying themselves well so they can build personal wealth.
