We help forward-thinking taxpayers minimize taxes and preserve wealth through year-round, personalized retirement tax advisory
Based in Santa Barbara, California
(805) 847-0576
Your retirement deserves a specialized tax strategy. After decades of saving, your tax situation has fundamentally changed. You’ve worked hard to build your wealth, now our job is to help you preserve it.
As a Certified Financial Planner® and IRS Enrolled Agent, my team and I integrate tax strategy with fee-only retirement planning to help you keep more of what you’ve earned. Our proactive, year-round approach means clarity and confidence in your plan, with no surprise tax bills. Experience personalized advice, clear communication, and peace of mind knowing your taxes are handled by a team that understands your full financial picture.
Traditional tax prep is reactive and outdated. Your wealth deserves more than a once-a-year tax meeting. We focus on strategies that can potentially save you thousands over your retirement by minimizing taxes and avoiding costly mistakes.
Our secure, modern, client-focused tech stack streamlines everything from document uploads to real-time updates, making tax planning, advisory, and preparation effortless for busy retirees.
Work directly with a seasoned CFP® and Enrolled Agent. With expertise in retirement planning and investment strategy, we provide holistic advice that gives you peace of mind. No commissions or product sales, just unbiased strategies for tax optimization, retirement planning, and all of life’s events.
Rene Estrada, CFP®, EA
Rene Estrada has 18 years of experience as a financial services professional helping retirees 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 focus on tax advisory, tax preparation, and fee-only retirement planning, 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
Londyn 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.
Strategic Tax Planning That Protects Your Retirement Lifestyle
We offer three core services in an all-in-one offering
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.
(805) 847-0576
[email protected]
(805) 847-0576
1129 State St. Ste 21
Santa Barbara, CA 93101
by appointment only
no walk-ins
Serving California