Who We Are

Nancy Urbina, MBA

Nancy Urbina, MBA her background includes 24 years of experience in tax preparation, consulting and financial planning -11 years in the Insurance industry and 10 years in at a major pharmaceutical company. While she maintains extensive tax knowledge on many topics and in many industries, her current focus is on small businesses and ITIN application and assistance. Her professional credentials include:

MBA w/ accounting concentration

When Nancy is not working with her clients, you can find her near the track field, cheering on one of her sons on the Monmouth College Scouts.

Michelle (Miki) Nelson, EA

Miki Nelson, EA has over 45 years of experience in tax preparation, consulting and business planning. While she maintains extensive tax knowledge on many topics and in many industries, her current focus is on small businesses to help them achieve their goals as well as advises them of the tax implications of their business decisions.

Her professional credentials include:

Enrolled Agent

Embracing the joys of her family (including her dogs Rylee and Maya and grandpuppies Lily & Odin), traveling, puzzles and going to concerts and shows is what you will find Miki doing when she’s not working with her clients.

Edith

Edith is currently a student studying general office and business. She has been with the company for a few years and has made the switch from front office to preparer giving her experience off all aspects of our industry.

When not in the office she enjoys taking care of her family, dancing and singing.

Evelyn

Juancarlos

Tammi

Tammi is back!!!!

She has 23 years experience in the tax industry.

While she maintains extensive tax knowledge on many topics and in many industries, she specializes in multi-year tax preparation. She uses her law knowledge to help organize and research the constant changing tax taws no matter how old the tax filings are.

Professional credentials include:

AAS - Paralegal