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.
Services
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.
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.
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.
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.
Reviews (9)
Karla Cervantes
May 01, 2021
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Sharon Kelly
Apr 23, 2021
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If you haven't filed your 2020 taxes yet it may be a good thing. We just went to The Tax Place! After 10 years of H & R I just couldn't do it anymore. We even tried to do it ourselves but were a little weary of a few of the forms. One hour and 15 minutes later we were all done and Tammi Loonsfoot was completed with the entire process at half the cost of HRB. Tammi was extremely pleasant and really knew her tax info. She was able to get me the 10 k credit for being unemployed last year. Call Tammi and tell her Bob Kelly sent you. Seriously you won't be disappointed. She got us in for an appointment
Anna Graham
Apr 18, 2021
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Deyanira Ledesma
Apr 17, 2021
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I received amazing help from Juancarlos. I couldn't make it into the office so he helped me file my tax return virtually. He was very quick in responding to my questions and letting me know what was going on throughout the whole process. I've recommended to friends and family and I will definitely be using The Tax Place again next year!
Kaytlyn Velazquez
Mar 03, 2021
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Noah M.
Mar 02, 2021
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The Team at Tax Place has been taking care of me since they opened a few years ago. Nancy is always on time with our appointments and takes time to explain everything. I've referred my family to Nancy and they have all had a great experience over bigger chain tax places. Don't just trust anyone with your taxes! Give these local folks a shot!
Gabriela Navarrete
Feb 28, 2021
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Mireya Martinez
Feb 24, 2021
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Jimmeh Wolf
Feb 14, 2021
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Turbo Tax, HR Block, Jackson Hewitt. I was looking for something different this year as I just had no luck what-so-ever with my refunds. My luck is still low because of my financial situation. However, not only did I receive a refund I also received service that I haven't seen anywhere else. Had I filed electronically I don't think it would have picked up the discrepancy that the The Tax Place caught. I try to choose my services wisely. You know when you go for a haircut, or get your nails done, and you have that one person that you can trust every time? I can say that about Tammi L. Thank you
