We help forward-thinking clients minimize taxes through responsive tax advisory and preparation.
Based in Santa Barbara, California
(805) 847-0576
Retirement changes everything about your financial picture: how you generate income, manage risk, and minimize taxes. You’ve worked hard to build your wealth—now the goal is to protect it and make it last. That takes more than a tax return. It takes a strategy.
Working with a trusted, local Certified Financial Planner® and IRS Enrolled Agent gives you clarity, a plan, and the confidence that you’re not leaving money on the table. We specialize in retirees—offering year-round guidance through every stage, from early retirement through legacy planning.
The traditional tax preparation experience is outdated and reactive. At tax-time, you are always looking in the rear-view mirror, wishing you knew the impact of financial decisions ahead of time. Your wealth deserves more than a once-a-year tax meeting. Your tax professional should deliver fresh ideas and stay relevant on tax law changes that can save you thousands a year. That’s why we review your situation quarterly and proactively model strategies like Roth conversions, RMD timing, income smoothing, before they cost you money.
Our modern, client-focused tech stack streamlines the tax preparation experience from beginning to end. No paper. No chasing documents. Upload everything securely, track your return in real-time, and reach us by text, email, or video—whatever works for you.
Our AI-powered tools let us model scenarios, stress-test strategies, and build plans that deliver real tax savings—not guesswork.
As a fiduciary holding both the CFP® and EA designation, our advice is objective and conflict-free. We do not sell any financial products or manage money for a fee. We charge a transparent and up-front fee based on the scope of work and your unique situation. This fee-only approach ensures you only pay for what you need.
Rene Estrada, CFP®, EA
After 18 years as a financial services professional helping thousands of retirees navigate retirement, Rene saw a gap: most tax professionals prepare returns—they don’t plan for them. Finca Tax Advisory was built to change that. Rene combines deep technical knowledge with a hands-on, responsive approach, making him uniquely qualified to serve as your tax professional.
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. She ensures every client interaction, from onboarding to filing, is seamless, organized, and stress-free. Londyn is currently pursuing her Enrolled Agent designation.
We offer three core services:
(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