Tax Planning & Preparation
Proactive, year-round planning and precise preparation that keep more of what you earn working for you.
CFECertified Fraud Examiner
Florida & Texas · Tax, Forensic & Advisory
Where careful numbers let you bloom.
Bloom Risk Advisory brings tax strategy, real estate optimization, and forensic-grade accounting together for business owners and investors. Led by Nicole Leatherman, MSA, CFE, the firm builds positions that grow your wealth and hold up under scrutiny.
Thrive. Cultivate. Bloom.
Services
Strategy and forensic rigor, side by side.
Most firms either plan your taxes or clean up problems. Bloom does both, which is exactly why our planning is built to last.
Real Estate Tax Optimization
Short and long-term rental strategy, cost segregation, and material participation done by the book, Section 469 and all.
Forensic Accounting
Investigations, book reconstruction, and discrepancy analysis that turn messy records into a defensible picture.
Audit Defense
IRS and state representation from first notice to resolution, so you are never facing an examination alone.
Business Structuring
Entity selection and structuring that fit how you actually operate and how you plan to grow.
Cash Flow & Risk Management
Clear visibility into your numbers and the risks beneath them, before they become problems.
Our philosophy
Thrive. Cultivate. Bloom.
Three words, one progression, from a stable foundation to a portfolio that grows with confidence.
01
Thrive
It starts with stability, accurate books, a sound structure, and a tax position you can defend.
02
Cultivate
From there we plan, optimizing real estate, entities, and cash flow for the long term.
03
Bloom
The result is a business and a portfolio that grow with confidence, fully supported.
Meet your advisor
Nicole Leatherman, MSA, CFE.
Nicole founded Bloom Risk Advisory to give business owners and real estate investors something rare: an advisor who plans aggressively for growth and has the forensic skill to defend every position taken.
With a Master of Science in Accounting and credentials as a Certified Fraud Examiner, she specializes in real estate taxation, audit defense, and the kind of careful record reconstruction that turns uncertainty into a clear, defensible picture.
- Master of Science in Accounting (MSA)
- Certified Fraud Examiner (CFE)
- Real estate and short-term rental tax strategy
- IRS & state audit representation
"Plan for growth. Build it to defend."
Good to know
Questions, answered.
What makes Bloom different from a typical CPA firm?
Forensic depth. As a Certified Fraud Examiner, Nicole does not just prepare returns, she reconstructs records, investigates discrepancies, and builds positions that hold up under audit. That rigor protects you whether you are optimizing taxes or defending an examination.
I own short-term rentals. Can you help with the STR tax strategy?
Yes, this is a core focus. We handle the short-term rental exception under Section 469, cost segregation, and material participation tracking so your real estate works as hard on your tax return as it does in the market.
I received an audit notice. What now?
Reach out right away. We provide full IRS and state audit representation, from organizing and reconstructing records to corresponding with examiners on your behalf. The sooner we are involved, the stronger your position.
Do you work with clients outside Florida and Texas?
Our offices are in Florida and Texas, and we serve clients in both, with much of the work handled remotely. If you are elsewhere, reach out and we will tell you honestly whether we are the right fit.
Book a consult
Let's build something that lasts.
Tell us where you are and where you want to grow. We will tell you honestly how we can help, and whether we are the right fit.
- Florida(305) 330-2133
- Texas(713) 396-0989
- Emailnicole@bloomriskadvisory.com
- HoursMonday – Friday, 9:00 AM – 5:00 PM