About Us

We help small to mid-size business owners plan for future growth. We do this by helping to create a financial planning strategy with your income, bills, preparing for future expenses, immediate needs, and planning for tax time. This will help you to invest your money in the proper places. This way you can plan to pay yourself, pay others, and retire comfortably while being prepared for the unexpected.

Who We Are

Rachel Murley, EA

Certified QuickBooks ProAdvisor

Enrolled Agent & Certified Acceptance Agent

I hold a BS in management and finance and have worked in the accounting field my entire career. I am an Enrolled Agent (EA) that has worked in the tax industry since 2005. As an EA, I take a minimum of 24 hours of continuing education throughout the year to stay current with changing tax laws.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

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.