The Tax Place

Who We Are

At The Tax Place, our mission is to set a new standard for individual and small business tax preparation services. We are dedicated to ensuring that every client receives personalized customer service, tailored solutions for their diverse needs, and the highest levels of accuracy and tax law knowledge. Our team consists of experienced professionals who are passionate about delivering exceptional service and making tax preparation a stress-free experience. With a combined expertise of over 70 years, we have built a reputation for being approachable, reliable, and committed to our clients' success.

Our Services

We offer a wide range of services including tax preparation, payroll services, advisory services, bookkeeping, and entity selection. Our team is equipped to handle complex tax situations, including audits, and we are also certified to assist with ITIN applications. Whether you're a small business owner or an individual looking for tax guidance, we are here to help. Our services are designed to ensure that you receive the best possible outcome, with minimal hassle and maximum understanding of your tax obligations.

Meet Our Team

Our team consists of experienced professionals who are dedicated to delivering exceptional service. Nancy Urbina, MBA, brings 23 years of experience in tax preparation, consulting, and financial planning. Michelle (Miki) Nelson, EA, has over 41 years of experience in tax preparation, consulting, and business planning. Juancarlos, with his background in psychology and military service, is dedicated to specializing in military tax returns. Evelyn, with her focus on education and social work, is an asset to our team. Each member of our team is committed to providing personalized attention and tailored solutions for your unique needs.

What Sets Us Apart

Our commitment to personalized service, extensive experience, and ongoing education sets us apart from other tax preparation services. We understand that every client is unique, and we strive to provide solutions that meet your specific needs. Our team's combined expertise and dedication ensure that you receive the best possible outcome, every time.