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Who We Are

Nancy Urbina, MBA
 

Nancy Urbina, MBA her background includes 20 years of experience in tax preparation, consulting and financial planning -11 years in the Insurance industry and 8 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

  • Notary Public

 

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

Juancarlos is in the 4th 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:

  • Associates Applied Science 

  • Annual Filing Season Program 

Interesting things about Juancarlos:

  • Was in the Army for 7 years

  • Loves Psychology

  • Current student at Elmhurst College

  • Interested in Film and Video games

Juancarlos

Michelle (Miki) Nelson, EA
 

Miki Nelson, EA has over 37 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 dog Rylee and grandpuppy Lily)), hiking, reading and doing puzzles is what you will find Miki doing when she’s not working with her clients in the office.

Evelyn bio coming soon...

Her professional credentials include:​

Interesting things about Evelyn:

Evelyn

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