We create, implement, and file tax plans that help forward-thinking taxpayers preserve, grow, and transfer wealth
Based in Santa Barbara, California
As an Enrolled Agent, and Certified Financial Planner®, my team and I provide thoughtful tax planning. We don’t just file. We are proactive and communicate year-round.
We will help you navigate the tax landscape and find opportunities specific to your unique situation.
Experience and Tech help us deliver measurable results.
The traditional tax preparation process is outdated. It’s reactive, transactional, and focused on paperwork. Your wealth deserves more than just annual tax filings. To minimize taxes you need a thoughtful strategy built around your specific goals, tax considerations, and your full financial picture.
Our thoughtfully designed, client-centered tech stack makes your experience seamless and secure. Free from outdated systems, we employ the latest software with enterprise-level security to deliver speed, clear communication, and transparency throughout your tax journey.
Work directly with a Certified Financial Planner™ and Enrolled Agent who can provide peace of mind through integrated tax, retirement, and small business tax planning.
Rene Estrada is an Enrolled Agent and Certified Financial Planner® with over 18 years of experience as a financial services professional helping clients with retirement planning and investment strategy. This real world, hands-on experience helping thousands of clients navigate the investment and retirement planning landscape has led him to tax planning and preparation, an area that he sees as greatly underserved. His experience operating at scale and leveraging technology while cultivating and growing professional client relationships makes him uniquely qualified to serve as your tax advisor.
Londyn Kanoa brings extensive client service experience to the team. Her hands-on approach and commitment to delivering a world-class client experience makes her an outstanding partner in tax preparation. Londyn is currently pursuing her Enrolled Agent designation.
We meet with you, listen to you and your unique situation. We then create a plan going forward, prepare your return, and file your taxes.
No. We are singularly focused on tax advisory services. We do not manage investments or sell any financial products, ensuring unbiased, independent advice.
Unlike traditional tax preparers who focus mainly on tax compliance and filing returns, we offer proactive, strategic planning that aims to proactively minimize taxes.
1129 State St. Ste 21
Santa Barbara, CA 93101
by appointment only
no walk-ins
Serving California