Our mission is to set a new standard for individual and small business tax preparation services by ensuring that every client receives personalized customer service; implementing practical, tailored solutions for your diverse needs with the highest levels of accuracy and tax law knowledge. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
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Who We Are
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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.
Start Your File
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Get files - You can upload your W-2s and other tax documents to your personal Tax Place Portal account. Send files - We can upload your finished tax return and other documents. You can sign in and download whenever it's convenient, from any computer with Internet access. Security is built in - Your account and files are always protected by tough, industry-standard security measures.
The Tax Place Pledge
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To maintain and upgrade our knowledge continually in all aspects of income tax preparation, tax planning and business management and to treat statutory educational requirements as a minimum. To make every effort to obtain information and have an understanding of all that affects your economic of financial situation, goals and views.
Practice Areas
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Our investment in software, research and continued education enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We can help you proactively manage both your personal and business tax situations.
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