Who We Are
Nancy Urbina, MBA​
Nancy Urbina, MBA her background includes 23 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:
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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 41 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:
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Enrolled Agent
Embracing the joys of her family (including her dogs Rylee and Maya and grandpuppies Lily & Odin), hiking, puzzles and going to concerts and shows is what you will find Miki doing when she’s not working with her clients.
Juancarlos is in the 5th year preparing taxes. He is looking to specialize in military tax returns, has extensive training with Communication security policies and procedures. Continued education centered around Due Diligence and EITC, and Educational Tax Benefits.
Professional credential include:
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Bachelors in Psychology
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Interesting things about Juancarlos:
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Was in the Army for 7 years
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Elmhurst University Graduate
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Interested in Counseling and Social Work
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Juancarlos
