H. Nicole Rosen

H. Nicole Rosen

Chickasha, Oklahoma
TaxCure Rating 17 Reviews
Tax Pro With 19+ Years of Tax Experience. IRS/State Issue? Call for a Free Consultation.

About H. Nicole Rosen

I have worked in taxation as a professional tax preparer since 2004 holding a variety of ever-increasing supervisory roles until 2019. In 2019, I worked for a CPA office to learn how to prepare business entity returns and finalize my Enrolled Agent credential. I specialize in small business, military, and tax representation. I believe in out-of-the-box thinking and trying to save each client as much money as possible when it comes to their tax debt.

I don't believe in using buzzwords or making empty promises on outcomes. Resolution/Representation is such a highly unique field where what worked for Customer A may not work for Customer B. Each of my resolution clients receives a "roadmap to resolution" prepared by a credentialed tax expert, not a sales agent.

Let our over 20 years of experience work for you, plus our professional memberships and networking work for you.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • California Franchise Tax Board (CA FTB)
  • Comptroller of Maryland
  • Oklahoma Tax Commission
  • Idaho State Tax Commission
  • Georgia Department of Revenue
  • Arkansas Department of Finance & Administration
  • South Carolina Department of Revenue
  • Washington Department of Revenue

Reviews

5.0

Peer Rating

4 Reviews
5
4
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1
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Recommended by Alyce Searcey
Current Co-Worker | Jan 2, 2024
H. Nicole Rosen is an extremely dedicated individual that will advocate for the client. She sets forth clear expectations with the client, answering their questions along the way. If she does not know an answer, she relies on the network of professionals that she works with to determine the best solution for any tax problem. She started in the industry as a tax preparer which puts her ahead of so many in the resolution industry as she can identify if there is an issue with the tax return before moving onto a resolution that could cost the client a great deal of time and money.
Recommended by Alice Kell
Former Co-Worker | Jan 2, 2024
We both served as leads and team mates at TaxAct. Nicole knows her stuff. She was always willing to share her extensive knowledge of tax matters with our team. And she is not afraid to call people out on their nonsense. She always keeps it real.
5.0

Customer Rating

17 Reviews

5
4
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Reviewed by Anonymous
Advised on Tax Refund, Unpaid Taxes, Unfiled Tax Returns, Tax Penalties | Sep 4, 2026
Ms. Rosen prepared our Federal and non-resident state returns in a speedy manner. She answered our questions, guided us in compiling appropriate data for returns, and made the tax preparation process as painless as possible. The additional planning information provided for the 2026 tax year assisted us in understanding what tax effects to anticipate.

Oklahoma State tax has been very difficult to understand for us as non-residents of the state. Nicole’s experience with the Oklahoma Tax Commission made the process so much easier and also saved us money!
Professional's Reply On Sep 06, 2026
"Hello,

I know who this is!! :D

Thank you so much for the kind words. We were glad we were able to take a balance-due situation and turn it into a refund situation. This line of work is very much a partnership as no one truly knows your situation as well as you do.

We look forward to continuing to work with you for 2026 and beyond. Have a wonderful Labor Day! "
Reviewed by Susan S
Advised on Unpaid Taxes | Jul 31, 2026
They were awesome to work with it was easy to get them the paper work they needed with uploading the documents they needed. Always had a great answer for all my questions I had
Professional's Reply On Sep 06, 2026
"Hi Susan!

Thank you for the kind words! You were wonderful to work with! "

Problem Experience

  • Unpaid Taxes
  • Wage Garnishment
  • Past Due Tax Return
  • Unfiled Returns - No Balance
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Other Levies
  • Cryptocurrency Issue
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • 5071C Letters (Identity Verification)
  • Tax Lien
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • Passport Issues
  • Tax Refund
  • Tax Return Mistake
  • Unfiled Returns - Balances

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Penalties
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Penalties
  • Bank Levy
  • 100% Penalty Assessment
  • Tax-Related Identity Theft
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • 100% Penalty Assessment
  • Tax-Related Identity Theft
  • Tax Audit or Examination

  • Unfiled Tax Returns
  • Unpaid Taxes
  • Wage Garnishment
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • 100% Penalty Assessment
  • Tax-Related Identity Theft

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Treasury Offset
  • Tax Penalties
  • Tax Lien
  • Bank Levy
  • Seizure
  • Tax Audit or Examination
  • 100% Penalty Assessment
  • Tax-Related Identity Theft
  • Sales Tax
  • Spousal Tax Issue
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Levy
  • Tax Lien
  • Tax Penalties
  • Permit or Registration Issue
  • Tax Audit or Examination
  • Tax-Related Identity Theft
  • Sales Tax
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Penalty Abatement
  • Amend Tax Returns
  • Injured Spouse Relief
  • Tax-Related Identity Relief
  • Audit Representation
  • CSED Analysis
  • IRS Transcript Analysis
  • Levy Release or Reduction
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Estate Tax Preparation
  • Lien Discharge
  • Audit Reconsideration
  • Lien Subordination
  • Estate (Fiduciary) Tax Preparation

  • Installment Agreement
  • Financial Hardship
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Penalty Abatement
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Offer In Compromise
  • Levy Release or Reduction
  • Hardship Status (CNC)
  • Business Tax Preparation
  • Individual Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Tax Appeals
  • Injured Spouse Relief

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Business Tax Preparation
  • Offer In Compromise
  • Amend Tax Returns
  • Injured Spouse Relief
  • Tax-Related Identity Relief
  • Audit Defense & Support

  • Payment Plan
  • Penalty Abatement
  • Offer In Compromise
  • Individual Tax Preparation
  • Other Tax Levies
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense & Support
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Offer in Compromise
  • Lien Release
  • Business Tax Preparation
  • Audit Defense or Support
  • Individual Tax Preparation
  • Tax-Related Identity Relief
  • Voluntary Disclosure Agreements
  • Amend Tax Returns

  • Payment Plan
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Offer In Compromise
  • Amend Tax Returns
  • Tax Appeal Support
  • Audit Defense and Support
  • Revenue Officer Support
  • Tax-Related Identity Relief
  • Business Tax Preparation

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Offer In Compromise
  • Lien Release
  • Business Tax Preparation
  • Amend Tax Returns
  • Injured Spouse Claim
  • Tax-Related Identity Relief
  • Audit Defense & Support
  • Tax Appeals

  • Payment Plan
  • Penalty Abatement
  • Business Tax Preparation
  • Amend Tax Returns
  • Settlement Offer

Tax Types Serviced

Corporate Tax Excise Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Highway Use Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations Expatriates Partnerships/Multi-Member LLC Estates

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 1/14/2020 Active

Related Work Experience

Job Title Company Location Work Duration
Enrolled Agent in Charge Boundless Advisors Wenatchee, Washington Sep 2021 - Present
Tax Consultant / District Manager / etc Jackson Hewitt Tacoma, Washington Jan 2009 - Nov 2021
Tax Professional Jackson Hewitt Lawton, Oklahoma Jan 2005 - May 2005

Education

Educational Institution Degree Graduation Year
Amber-Pocasset High School High School Degree 1998
Pierce College Associate Degree 2021

Associations & Memberships

Associations or Memberships Position Duration
ASTPS Member 2021 - Present
NAEA Member 2018 - Present

Contact Information

Address


Chickasha, Oklahoma 73018
Get Directions

In Office Visits

No

Website

https://boundlessadvisors.com/
Book Appointment
https://boundlessadvisors.com/contact

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Small fee Investigation Small Upfront Fees Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Money Order Method Money Order
Check Method Check
Cash Method Cash

Publications

Publication Type Publication Name Title Link
Podcast More You Know Podcast Apple Link to "More you Know Podcast" View Publication
Podcast More You Know Podcast Spotify Link to More you Know Podcast View Publication
Web Article Bloomberg Families Face Devastating Hit As Monthly Child Tax Credit Ends View Publication
Podcast KKRV The Casual Podcast with Bryan and Brad View Publication
Speaking Engagement Sugar Cookie Marketing Group (Facebook Group) Federal (IRS) and Limited State Tax issues with Nicole Rosen N/A

Videos & Photos

H. Nicole Rosen photo 1 Photo
H. Nicole Rosen photo 2 Photo
H. Nicole Rosen photo 3 Photo
H. Nicole Rosen photo 4 Photo
H. Nicole Rosen photo 5 Photo