Easy Life Management - Achieve Financial Security: About Our Team

WE ARE HERE TO SERVE
We’re dedicated to our clients and care about them like family.

Running a business and leading a team require you to wear multiple hats.
Let us help make your job easier.

What sets us apart from other tax and accounting firms?
We’ve dedicated twenty years working with individuals and business owners developing tax strategies and preparing individual, corporate and trust tax returns. We believe that the tax return is just the end product, a lifeless document that is required by the government.

We have spent years listening to business owners and other individuals. We know you want more out of life and are here to help you discover it. We care about your life — your hopes, your dreams, your relationships. Let us help you to design and achieve the work-life balance you crave.

MEET THE TEAM
	Rachel Teresa Ivanovich, MBA, EA Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010. Born and raised in the Pacific Northwest, Rachel and her family moved over 40 times by the time she was 30 years old. Selected to represent the USA in Germany in 1988 by the Congress-Bundestag Youth for Understanding program, Rachel developed a love for other cultures and a deep empathy for peoples of different backgrounds. After spending a decade of her life living in Germany, Rachel and her two children landed in Carlsbad, California. Longing to put down roots, live more simply and find a place to call home, Rachel started a tax practice and named the fledgling business Easy Life Management (ELM). After having grown the original tax practice and business management firm to over 700 clients and a team of six, Rachel transitioned more than half of her tax practice in 2019 to another tax advisory firm to follow her lifelong dream of helping fellow entrepreneurs to develop their vision, grow their businesses and live to their full potential. Rachel is married to a California native and is the mother of five amazing young adults. Community service is one of Rachel's biggest passions. She serves as Vice-Chair for the Agua Hedionda Lagoon Foundation and is a board member for the Carlsbad Chamber of Commerce. She is also an active member of the Carlsbad Hi-Noon Rotary Club. She is extremely dedicated to working with young adults and empowering them to launch and grow their own businesses. She and her team teach financial literacy and other life skills through a variety of programs. In her free time, Rachel enjoys spending time with her husband, Cole, her friends and family, outdoor activities and is currently learning to play the cello!
	Noriko Moore, EA Noriko is an Enrolled Agent. She joined the ELM Team in 2012. Before working for ELM, Noriko worked as a stock trader and an accountant at a number of financial institutions in both US and Japan. She then worked at a CPA office in La Mesa. In her free time, Noriko enjoys cooking, traveling, going to the gym and spending time with her daughter and her dog.
	Brian Brentlinger, CPA Brian is a Certified Public Accountant, licensed by the state of Colorado. Brian received his undergraduate and Master's degrees in Accounting from the University of Colorado, Colorado Springs, where he graduated Magna Cum Laude. Brian joined the ELM team in 2021, and has been helping small business owners with their tax and accounting needs since 2016. Before starting his career in public accounting and taxation, Brian worked as a surf instructor and lifeguard in Encinitas, and as a mechanic for Porsche in the classic car division. Originally from North County, Brian and his wife Kimberly now live in Colorado where they split their time between Colorado Springs and Crawford. When not at work, you can find Brian snowboarding, fishing, and hiking throughout the mountains of Colorado.
	Paula Wetter Paula is the bookkeeper. She joined the ELM Team in 2014. Before working for ELM, Paula worked as a bookkeeper and in customer service for a commercial insurance brokerage. She graduated with a BA in Biological Anthropology from UCSD. In her free time, Paula enjoys spending time on her front porch with her family, friends and dogs.
	Kristen Bateman Kristen is ELM’s Office Manager and is a Certified Business and Life Coach. She has joined the team in 2019. Before working with the ELM team, Kristen worked in business management/mentor for 22 years in Texas. In her free time, she enjoys spending time with her husband and 4 dogs and entertaining friends.
	Grace Shelley Grace is ELM’s Creative Engineer; Resident Artist; and “Girl Friday.” She joined the ELM team in 2017. Grace worked for many years as an administrative assistant for Edward Jones in Canada and the US as well as in the non-profit sector building community. In her “free time” she serves at her local church; cycles by the coast daily; and is growing her business Grace Shelley Art — Custom Art for Homes and Businesses.

Just to be clear. This is no ordinary business management and coaching company. We’ve got ATTITUDE and it’s contagious. We want you to get more out of life. And this is the team who can help you make that happen.

ELM AWARD-WINNING EXCELLENCE

Winner of the Carlsbad Chamber of Commerce
“Excellence in Small Business Professional Services” 2018.

Winner of the Carlsbad Chamber of Commerce
“Health and Wellness Award” 2018.

Finalists for the Carlsbad Chamber of Commerce
“Risk Taker Award” 2019.

Finalists for Carlsbad Chamber of Commerce
“Small Business of the Year” 2012.

IN THE NEWS

Easy Life Management (as Rachel Kupin) was featured in the book:
Takin' Care of Business: The Big Idea for Small Business
by Brian Buffini

ELM was also featured on the Podcast, The Buffini Show, episode 86.

CONNECT WITH US!

Photos by the amazing Melanie Robertson

Helpful Resources Links

Disclaimer All the information on this website is published in good faith and for general information purpose only. We do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on our website is strictly at your own risk and we will not be liable for any losses and damages in connection with the use of our website.

Privacy Policy The information you give us is safe with us. We will never rent, sell, share or otherwise disclose your personal information to third parties. We might contact you from time to time regarding your purchases or the services you have subscribed to. We may also send you promotional announcements from time to time about new products and services that you might find useful. You may also opt out from receiving information from us at any time and ask us to remove your contact information from our database.

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WE ARE HERE TO SERVE
We’re dedicated to our clients and care about them like family.

Running a business and leading a team require you to wear multiple hats.
Let us help make your job easier.

What sets us apart from other tax and accounting firms?

We’ve dedicated twenty years working with individuals and business owners developing tax strategies and preparing individual, corporate and trust tax returns. We believe that the tax return is just the end product, a lifeless document that is required by the government.

We have spent years listening to business owners and other individuals. We know you want more out of life and are here to help you discover it. We care about your life — your hopes, your dreams, your relationships. Let us help you to design and achieve the work-life balance you crave.

MEET THE TEAM

Rachel Teresa Ivanovich, MBA, EA

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

Born and raised in the Pacific Northwest, Rachel and her family moved over 40 times by the time she was 30 years old. Selected to represent the USA in Germany in 1988 by the Congress-Bundestag Youth for Understanding program, Rachel developed a love for other cultures and a deep empathy for peoples of different backgrounds. After spending a decade of her life living in Germany, Rachel and her two children landed in Carlsbad, California.

Longing to put down roots, live more simply and find a place to call home, Rachel started a tax practice and named the fledgling business Easy Life Management (ELM). After having grown the original tax practice and business management firm to over 700 clients and a team of six, Rachel transitioned more than half of her tax practice in 2019 to another tax advisory firm to follow her lifelong dream of helping fellow entrepreneurs to develop their vision, grow their businesses and live to their full potential.

Rachel is married to a California native and is the mother of five amazing young adults. Community service is one of Rachel's biggest passions. She serves as Vice-Chair for the Agua Hedionda Lagoon Foundation and is a board member for the Carlsbad Chamber of Commerce. She is also an active member of the Carlsbad Hi-Noon Rotary Club. She is extremely dedicated to working with young adults and empowering them to launch and grow their own businesses. She and her team teach financial literacy and other life skills through a variety of programs.

In her free time, Rachel enjoys spending time with her husband, Cole, her friends and family, outdoor activities and is currently learning to play the cello!

Noriko Moore, EA

Noriko is an Enrolled Agent. She joined the ELM Team in 2012. Before working for ELM, Noriko worked as a stock trader and an accountant at a number of financial institutions in both US and Japan. She then worked at a CPA office in La Mesa.

In her free time, Noriko enjoys cooking, traveling, going to the gym and spending time with her daughter and her dog.

Brian Brentlinger, CPA

Brian is a Certified Public Accountant, licensed by the state of Colorado. Brian received his undergraduate and Master's degrees in Accounting from the University of Colorado, Colorado Springs, where he graduated Magna Cum Laude.

Brian joined the ELM team in 2021, and has been helping small business owners with their tax and accounting needs since 2016. Before starting his career in public accounting and taxation, Brian worked as a surf instructor and lifeguard in Encinitas, and as a mechanic for Porsche in the classic car division.

Originally from North County, Brian and his wife Kimberly now live in Colorado where they split their time between Colorado Springs and Crawford. When not at work, you can find Brian snowboarding, fishing, and hiking throughout the mountains of Colorado.

Paula Wetter

Paula is the bookkeeper. She joined the ELM Team in 2014. Before working for ELM, Paula worked as a bookkeeper and in customer service for a commercial insurance brokerage. She graduated with a BA in Biological Anthropology from UCSD.

In her free time, Paula enjoys spending time on her front porch with her family, friends and dogs.

Kristen Bateman

Kristen is ELM’s Office Manager and is a Certified Business and Life Coach. She has joined the team in 2019. Before working with the ELM team, Kristen worked in business management/mentor for 22 years in Texas.

In her free time, she enjoys spending time with her husband and 4 dogs and entertaining friends.

Grace Shelley

Grace is ELM’s Creative Engineer; Resident Artist; and “Girl Friday.” She joined the ELM team in 2017. Grace worked for many years as an administrative assistant for Edward Jones in Canada and the US as well as in the non-profit sector building community.

In her “free time” she serves at her local church; cycles by the coast daily; and is growing her business Grace Shelley Art — Custom Art for Homes and Businesses.

CONNECT WITH US!

Helpful Resources Links

Disclaimer
All the information on this website is published in good faith and for general information purpose only. We do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on our website is strictly at your own risk and we will not be liable for any losses and damages in connection with the use of our website.

Privacy Policy
The information you give us is safe with us. We will never rent, sell, share or otherwise disclose your personal information to third parties. We might contact you from time to time regarding your purchases or the services you have subscribed to. We may also send you promotional announcements from time to time about new products and services that you might find useful. You may also opt out from receiving information from us at any time and ask us to remove your contact information from our database.