Teresa L. Nelson

Teresa L. Nelson2018-02-05T18:42:49+00:00

CPA, CFP

Education, Experience, and Affiliations:

  • Bachelor of Science in Accounting – Ferris State University
  • Bachelor of Science in Computer Information Systems – Ferris State University
  • Masters of Science in Taxation – Grand Valley State University
  • Certified Public Accountant since 1988
  • Certified Financial Planner since 2001
  • Over 30 years of public accounting experience
  • Member of AICPA and MICPA
  • Professional Advisor Council – Kalamazoo Community Foundation
  • Past treasurer of the Friends of Portage Senior Center

Areas of Practice:

  • Corporation, Partnership, Individual, Estate and Trust Taxation
  • Multi-state taxation
  • Accounting services and financial statement preparation
  • Tax planning and advisory services for businesses and individuals

Industries Served:

  • Insurance
  • Employee Stock Ownership Plans
  • Professional service
  • Real estate development
  • Various closely held and family owned and managed businesses