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/hisAs 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/hersOwner 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/hersN4 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/hersJenna 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 takes new clients on a case-by-case basis. Their website offers incredible resources.
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Sonya Bright, EA - Tax Decoders
Location: Houston, TX
she/her/hersGot 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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Katie Bray - Financial Vision Bookkeeping
Location: Tacoma, WA
she/her/hersKatie Bray is a dynamic entrepreneur and life strategist, specializing in empowering female entrepreneurs to transform their lives and businesses. She is the founder of two successful ventures: a life and business coaching practice and a boutique bookkeeping firm, both based in Tacoma, WA. As a life and business coach, Katie leads high-impact coaching groups, guiding women to unlock their deepest desires and equipping them with the tools to make those visions a reality.
In her bookkeeping firm, Financial Vision Bookkeeping, Katie and her team support solopreneurs in mastering their finances, helping them transition from feeling disconnected to becoming fully articulate in their business numbers. Through personalized consulting and streamlined bookkeeping processes, Katie’s clients have achieved remarkable milestones, such as doubling their income, reaching $1M in revenue, and increasing take-home pay by 50%, all while working fewer hours.
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Alex Moore - BeeBook
Location: Portland, OR
any pronounsAlex is a bookkeeping professional based out of the PNW and is focused on giving business the boost it deserves. After nurturing their love for working with numbers (yes, these people do exist) and wanting to find a way to support people who don't, they naturally fell into the finance world. Rather than angle for a corporate drone path, they chose to show up for other entrepreneurs looking to build something they're proud of.
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Bev Melven - Melven Bookkeeping
Location: Portland, OR
she/her/hersBev 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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Conor Ferguson, CPA - At Your Ledger
Location: Portland, OR
he/him/hisWith over a decade of experience working in accounting - both in public accounting and in-house for some of Portland's most respected companies - Conor Ferguson has built a notable career across a range of industries including (but not limited to) construction, professional services, and manufacturing. His commitment to excellence and passion for problem solving make him a trusted advisor in the accounting field.
When he's not filing tax returns or working in his clients' accounting software, Conor enjoys spending time with his wife and two corgis, going to concerts, and searching for books and records in shops around Portland.
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Kristen Torikian - Sereno Accounting & Advisory
Location: Orange County, California
she/her/hersKristen 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/hersWith 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/hersOPTIX 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/hersPAK 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/hersKiia 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/hisChaim 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 - Narwhal Law & Business Strategy
Location: Portland, OR
he/him/hisAt Narwhal Law and Business Strategy, we provide accessible, relationship-driven legal and strategic guidance. As a certified benefit company, we empower nonprofits, businesses, and community initiatives to thrive, fostering stronger, more connected communities through collaboration and innovation.
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Sunny S. Kakwani, Esq. - As Your Counsel
Location: Portland, OR
he/him/hisAs 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/hisMax 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/hersHadassah 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/hersDiana 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/hersFinance 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.
