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Nichols Cauley

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Nichols Cauley

At Nichols Cauley, we walk alongside business owners—helping them manage, protect, & grow their wealth while navigating the running of their business.

Tax, insurance, outsourced accounting, transaction advisory, & audit for SMBs across the Southeast.

06/04/2026

Can't make breakfast in Rome? Join us for lunch in Dalton.

Join Greg Hicks from our Transaction Advisory Services team for another Business Leaders Lunch on Tuesday, June 16th for a candid conversation on what's happening in the private side M&A environment for small and mid-sized businesses and what it means for owners like you.

📅 Tuesday, June 16th from 12:00pm to 1:00 pm
☕ Lunch included
📌 RSVP by June 11th: https://zurl.co/Mc4yd

06/02/2026

Start your Tuesday morning with a candid discussion on M&A.

Join Greg Hicks from our Transaction Advisory Services team for another Business Leaders Breakfast on Tuesday, June 16th for a conversation on what's happening in the private side M&A environment for small and mid-sized businesses and what it means for owners like you.

📅 Tuesday, June 16th from 8:00 am to 9:00 am in Rome, GA
☕ Breakfast included
📌 RSVP by June 11th: https://zurl.co/0JqUM

05/27/2026

Two days. One room full of future leaders. A whole lot of real talk. ▶️

We're sharing our STEP Summer Program highlight reel — and honestly, it captures everything we love about this event.

At Nichols Cauley, our leaders don't just talk about being accessible. They show up. They spend time with students, have real conversations, and invest in the next generation of our profession the same way they invest in the communities we serve — genuinely, and without shortcuts.

Our team comes from all kinds of backgrounds and institutions. What they share is a drive to do meaningful work — for local businesses, nonprofits, and entrepreneurs who depend on us to help them grow.

That's what students felt in that room. Purpose. Access. Support. No guesswork. No surprises. Just Nichols Cauley at its core.

Want to learn more about Nichols Cauley or the STEP Program? Reach out to us.

05/25/2026

This Memorial Day, we remember the brave men and women who made the ultimate sacrifice for our country. Freedom is never free — and today we honor those who paid the highest price.

From our team at Nichols Cauley, we are grateful, we are humbled, and we will never forget.

Land of the free. Because of the brave.

05/21/2026

🚨 A Federal Court Just Created a Potential Refund Opportunity for Taxpayers

If you had tax penalties or interest assessed during the COVID-19 pandemic (Jan 2020 - July 2023), a recent court decision might put money back in your pocket.

Here's the headline: Kwong v. United States clarified how the IRS should apply disaster relief rules—and professionals are now using that ruling to recover penalties and interest that shouldn't have been charged in the first place.

We're talking about:
• Failure-to-file and failure-to-pay penalties
• Estimated tax penalties
• Underpayment interest
• Accuracy-related penalties
• And more

The key: there's a protective claim strategy that lets you preserve your rights while the law develops—with no downside if things don't work out.

But here's the thing that matters most: **the deadline is July 10, 2026.**

If this sounds like it could apply to you, there's no harm in having a tax professional review your IRS transcripts. It takes a couple of days and could result in a real refund.

We just published a breakdown of how this works and who qualifies. Check it out—and reach out if you want to explore whether you're eligible.

👉https://zurl.co/jOB3C

-19Relief

05/18/2026

Last week, we had the pleasure of hosting our STEP Program — and the energy in the room was something special.

Over two days, students from across the region came together to connect with one another, hear directly from members of our team across every service line, and get an inside look at what a career at Nichols Cauley actually looks like.

One of the highlights? Our “speed dating” sessions — where small groups got to hear directly from Nichols Cauley senior leaders on everything from day-in-the-life perspectives to the work we're doing in AI and automation. Fast-paced, real conversations. No polish, no sales pitch — just our people.

And then there's this: our CEO, Alan Whitman, closed out the program on day two — and didn't just present. He stayed. He talked with students, answered their questions, and made time for the kind of conversations you don't often get access to.

Students told us the most meaningful part wasn't a slide deck or a presentation — it was the people they met. That's exactly what this program is designed for. We want you to walk away knowing what being a part of the Nichols Cauley team feels like from day one.

The STEP program (See, Talk, Empower, Progress) is a professional development event for college students designed to provide hands-on exposure to financial services, build leadership skills, and connect attendees with Nichols Cauley’s professionals for networking and career exploration purposes.

Stay tuned for more!

05/14/2026

This week, some of our team sat down with a room full of business owners who've spent decades building something extraordinary.

Our own Greg Hicks, Managing Partner of Nichols Cauley Transactions Group, led a candid conversation about the M&A landscape for small and mid-market businesses — and what it really means for owners who are thinking about the next chapter.

One moment stood out:
💬 "For most owners, their business represents decades of sacrifice, risk, and identity. Selling isn't just about the number — it's about protecting what you built, creating opportunities for your employees, and securing your family's future. The owners who plan early and understand their options are the ones who usually create the strongest outcomes and preserve the legacy they worked so hard to build."
— Greg Hicks, Managing Partner, Nichols Cauley Transactions Group

If you're a business owner who's ever thought about what comes next — whether that's 2 years out or 10 — this is the conversation worth having now, not later.

📩 Thinking about your own transition or exit strategy? Reach out to Greg or our team — we'd love to continue the conversation.

Cauley Financial Partners

05/12/2026

We're excited to announce that The Molieri Group, a Miami-based tax boutique with deep expertise in international tax, estate planning, and high-net-worth advising, is joining Nichols Cauley.

If you're running a small or midsized business, you know the challenge: You need advisors who get the whole picture—your enterprise, your family, your future.

That's what Alejandro Molieri and his team have been doing in South Florida for years. They understand how to advise the individual, not just the position.

By bringing The Molieri Group into Nichols Cauley, we're doing something rare in financial services: giving small and midsized business owners access to truly coordinated expertise. One team. Accounting, insurance, transaction advisory, and now specialized international and estate tax planning. All working together toward one goal: helping you build and protect what matters.

This is exactly what we built Nichols Cauley for. Add depth without adding complexity.

Welcome to the team, Alejandro and The Molieri Group. Let's keep building.'

Read our announcement here: https://zurl.co/4sgfv

05/11/2026

We just wrapped NC Connect 2026 — our very first all-company retreat — and honestly? It exceeded every expectation. 🙌

Two and a half days. One team. A whole lot of real conversation.

We learned about every corner of what we do — Tax, Assurance, Risk & Insurance, Managed Finance, and Transaction Advisory — and what it looks like when all of it works together for a client.

We heard directly from clients about the difference our work makes in their businesses. (That part never gets old.)

We talked about where we're headed — including how technology and AI are going to free us up to do more of the human stuff that actually moves the needle.

And we had a little fun along the way. Trivia. Karaoke. Casino night. A lot of laughing.

This is what it looks like when a company takes the time to invest in its people — and in building something worth showing up for every day.

Proud of this team. Excited for what's next. 💙

03/30/2026

Accounting and finance majors — we’d love to see you on April 7th for an open social at The Porch at the Collegiate Hotel!

This is a great way to meet the Nichols Cauley team, connect with fellow students, and hear directly from our new CEO, Alan Whitman, who will be joining us. Hors d'oeuvres, swag and prizes will be provided.

Interested in attending? RSVP here: https://zurl.co/hMH40

We hope to see you there!

Address

1300 Bellevue Avenue (Corporate Office)
Dublin, GA
31021

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.nicholscauley.com/

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