National financial publication NerdWallet features ERPS Group CEO Ella Rivkin as tax strategy expert. Nationally recognized tax strategist and ERPS Group CEO Ella Rivkin has been featured in NerdWallet's latest small-business tax guide. The feature showcases her expertise in strategic tax planning and offers business owners practical advice on selecting the right tax professionals, maximizing tax savings, and building long-term financial success. Miami, FL, July 10, 2026 -( PR.com )- Recognized business advisor shares expert insights on strategic tax planning, helping small business owners make smarter financial decisions beyond tax season. Ella Rivkin, CEO of ERPS Group, nationally recognized tax strategist, USA Today GameChanger, 10X Certified Business Coach, and co-author alongside Brian Tracy and Richard Branson, has been featured as an expert source in NerdWallet's newly released guide, "A Guide to Small-Business Tax Services." The article provides practical guidance to entrepreneurs navigating today's increasingly complex tax environment and choosing the right financial professionals to support their businesses. In the guide, Rivkin explains one of the most common misconceptions among business owners: believing that having someone prepare their tax return automatically means they're receiving strategic tax planning. "There is a big difference between a professional who files your tax return and one who acts as a strategic advisor. While one keeps your records accurate, the other works to lower your tax bill throughout the year. Having the former doesn't mean you have the latter." For more than 27 years, Rivkin has helped business owners legally reduce taxes, improve cash flow, and build long-term wealth through proactive tax planning and business advisory services. Her inclusion in NerdWallet's latest business resource reflects the growing national demand for experienced professionals who go beyond tax preparation to help entrepreneurs make strategic financial decisions throughout the year. "Too many business owners only meet with their tax professional once a year," said Rivkin. "By then, many of the best planning opportunities are already gone. Tax planning should be proactive - not reactive. The right strategy doesn't just reduce taxes; it creates more cash flow, stronger businesses, and greater financial freedom." Throughout the article, Rivkin emphasizes that business owners should evaluate tax professionals based on the value they provide - not simply their credentials. She encourages entrepreneurs to look for advisors who communicate regularly, understand their business structure, and actively identify tax-saving opportunities year-round. Among the key insights Rivkin shares in the article are: A full-service accounting firm should provide far more than tax preparation - it should integrate bookkeeping, payroll, tax planning, financial strategy, and other essential business services under one roof. Business owners should view professional tax advice as an investment, because the right advisor can potentially save them significant amounts of money over time. Meeting with your tax advisor throughout the year - not only during tax season - creates more opportunities to reduce taxes and improve financial performance. Choosing a tax professional should be based on specialization, experience, and strategic guidance rather than title or credentials alone. "This feature reinforces something we've believed for years," Rivkin added. "Tax planning isn't just about compliance - it's about creating opportunities. Every dollar you legally save in taxes is another dollar you can invest back into your business, your family, and your future." The article also highlights several important signs that business owners may have outgrown DIY tax software, including business growth, multi-state operations, hiring employees, entity changes, and increasing financial complexity. As entrepreneurs continue to face evolving tax laws and economic uncertainty, Rivkin believes education and proactive planning have never been more important. Business owners can read the full NerdWallet article, "A Guide to Small-Business Tax Services," here: https://www.nerdwallet.com/business/taxes/learn/small-business-tax-services About Ella Rivkin Ella Rivkin is the CEO of ERPS Group, a nationally recognized business advisory firm specializing in strategic tax planning, accounting, CFO advisory, bookkeeping, payroll, and business consulting. With more than 27 years of experience, Ella has helped business owners across the United States legally reduce taxes, increase cash flow, and build lasting wealth. She is a USA Today GameChanger, a 10X Certified Business Coach, and a co-author alongside Brian Tracy and Richard Branson. Through ERPS Group, Ella is committed to helping entrepreneurs achieve personal, professional, and financial freedom. Learn more at www.ellarivkin.com. About ERPS Group ERPS Group is a full-service business advisory firm providing strategic tax planning, accounting, bookkeeping, payroll, CFO advisory, and financial consulting for entrepreneurs nationwide. The firm's proactive approach helps business owners keep more of what they earn while building stronger, more profitable businesses. Learn more at www.erpsgroup.com. Media Contact ERPS Group; Ella Rivkin (954) 255-3848 ERPS Group Ella Rivkin 954-255-3848 www.erpsgroup.com www.ellarivkin.com

NerdWallet reported first-quarter revenues of $222.2 million, up 6.2% year-on-year and exceeding analyst expectations by 6.5%. Despite the revenue beat, the company delivered mixed results with a narrow EBITDA beat but a significant earnings per share miss. The personal finance platform scored the largest analyst estimate beat amongst diversified financial services stocks tracked this quarter. However, investors reacted negatively to the results, with shares falling 26.7% since the earnings announcement. The stock currently trades at $8.21. Overall, the 10 diversified financial services companies tracked reported strong first-quarter results, with revenues beating consensus estimates by 3%. However, share prices have declined an average of 10.8% following earnings announcements, reflecting broader market concerns despite solid operational performance.

New NerdWallet (NASDAQ: NRDS) director and 2026 shareholder vote results. Filing Impact (Moderate) Filing Sentiment Rhea-AI Filing summary. NerdWallet, Inc. appointed Teresa Chia as an independent director effective May 22, 2026, filling a vacancy created when Jennifer Ceran chose not to stand for re-election. She will serve on the Board and its Audit Committee through the 2027 annual meeting, receiving cash fees and restricted stock units under the non-employee director plan. The company also reported results of its 2026 annual meeting, where stockholders elected four director nominees and ratified Deloitte & Touche LLP as independent auditor for the year ending December 31, 2026. 8-K event classification. 3 items: 5.02, 5.07, 9.01 Key figures. Board cash retainer: $50,000 per year Audit Committee retainer: $10,000 per year Initial RSU grant: $185,000 target value +5 more Key terms. independent director, Audit Committee, restricted stock units (RSUs), 2021 Equity Incentive Plan, +2 more 05/21/2026 - 02:22 PM Faq. What board change did NerdWallet (NRDS) announce in this 8-K? NerdWallet appointed Teresa Chia as an independent director effective May 22, 2026. She fills the vacancy created by Jennifer Ceran not standing for re-election and will serve on the Board and Audit Committee until the 2027 annual stockholder meeting. How is new director Teresa Chia compensated by NerdWallet (NRDS)? Teresa Chia receives annual cash fees of $50,000 for Board service and $10,000 for Audit Committee service. She also receives an initial RSU grant valued at $185,000 and a prorated annual RSU grant targeted at $185,000, subject to the 2021 Equity Incentive Plan. What were the 2026 NerdWallet (NRDS) director election voting results? All four director nominees were elected. For example, Tim Chen received 331,293,392 votes for and 5,290,731 withheld, with 7,560,481 broker non-votes. Each elected director will serve until the 2027 annual meeting and until a successor is duly elected and qualified. Did NerdWallet (NRDS) stockholders ratify the 2026 independent auditor? Yes. Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026. The vote totals were 343,651,768 for, 154,224 against, and 338,612 abstentions, with no broker non-votes reported for this proposal. What voting rights do NerdWallet (NRDS) Class A and Class B shares carry? For the 2026 annual meeting, holders of Class A common stock were entitled to one vote per share as of March 24, 2026. Holders of Class B common stock were entitled to ten votes per share as of the same record date, reflecting a dual-class voting structure. Filing exhibits & attachments. 3 documents