Lori Yancey
Office Manager
Lori joined our team in 2022 and handles day-to-day operations of our St. Charles office. She brings 18+ years of team leadership and operations experience and is passionate about the success of small businesses. She founded Yancey Consulting, LLC to leverage her corporate hiring and people development experience to serve small business owners.
Nubia Soto Olivas
Tax Professional
Nubia joined our team in 2025 and brings 12+ years of tax preparation experience specializing in small business tax returns.
Her first full time job out of high school was in a tax office, where she really started to like the office environment. She quickly moved up to the tax preparer position and has been preparing taxes ever since.
She is bilingual and loves to help the Hispanic community file and understand their tax returns.
Con gusto le atendere en español.