Who We Are

Nancy Urbina, MBA

Nancy Urbina, MBA her background includes 18 years of experience in tax preparation, consulting and financial planning -11 years in the Insurance industry and 5 years in the legal department 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 son on the Round Lake Panthers and another son with the Monmouth College Scouts. 

Michelle (Miki) Nelson, EA

Miki Nelson, EA has over 35 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 the dogs Leo and Rylee), hiking, reading and doing puzzels is what you will find Miki doing when she’s not working with her clients in the office.


Tammi has over 18 years of experience in tax preparation.  While she maintains extensive tax knowledge on many topics and in many industries, she is the go to person in the office for people with multi year tax filings. 

Her professional credentials include:

  • Associates Applied Science - Paralegal

  • Certified Nursing Assistant


 Interesting things about Tammi:

  • Part Native American

  • Has a Dogue de Bourdeux "French Mastiff"

  • Loves to watch Law and Order Marathons

  • Addidas shoe collection to be jealous of

  • She's a Grandma


Juancarlos is in the 2nd 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


Evelyn bio coming soon...

Her professional credentials include:​

Interesting things about Evelyn:


The Tax Place


Tel: 224 . 701 . 6118

Address​​​​​​: 300 N. Milwaukee Ave.

Suite J - Lake Villa, IL  60046

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" Nancy & Miki are both very friendly and well organized. I definitely would recommend them and their services to anyone.

Michael Pruitt - The Vine of Grayslake

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