Nick Geraci, CPA
President
Nick is the President of the firm and a CPA, responsible for setting the company’s vision and serving as the strategic lead for its client relationships. With over 15 years of experience in the tax industry, he acts as the quarterback for his clients’ financial lives, guiding high-level decision-making, coordinating across advisors, and ensuring every moving piece is aligned with a clear, long-term plan.
He works directly with business owners, real estate investors, and high -income individuals on complex tax and financial matters, bringing structure and clarity to situations that often span multiple entities, investments, and income streams. Rather than fo cusing solely on tax compliance, Nick leads a proactive, big-picture approach designed to reduce tax exposure, improve cash flow, and support long-term wealth building.
Nick is particularly known for his deep expertise in the real estate tax code, advising investors, developers, and operators on strategies involving 1031 exchanges, cost segregation, and other high-impact planning opportunities. His work frequently extends into broader structuring and exit planning, helping clients navigate major transactions and position themselves for tax-efficient outcomes.
In many cases, Nick operates in a family office–style capacity, serving as the central point of coordination between attorneys, financial advisors, and other professionals to ensure strategies are executed properly, and opportunities are not missed.
