We help forward-thinking clients minimize taxes through year-round tax advisory and preparation.
Based in Santa Barbara, California
(805) 847-0576
Your financial life doesn’t fit on a single form. Retirement income, real estate, a loved one’s estate—each brings its own tax rules, deadlines, and opportunities. 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 your taxes are managed properly. We focus on three areas where planning matters most:
Retirement Tax Planning
Year-round advice for retirees with complex income so you keep more of what you’ve earned. We help you manage the taxes on your investment portfolio income, dividends, and capital gains—and optimize Social Security, RMDs, Roth conversions, Medicare IRMAA surcharges, charitable giving, and more.
Real Estate Taxation
Specialized preparation for real estate sales and rental properties, including out-of-state. We model the tax impact of transactions before you act and help ensure we capture every deduction and minimize gains.
Estates and Trusts
We serve executors, trustees, and beneficiaries—preparing fiduciary income tax returns (Form 1041) and coordinating with your attorney and advisor to protect and secure your loved one’s legacy.
The traditional tax preparation experience is outdated and reactive.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 throughout the year and proactively model strategies—like Roth conversions, RMD timing, and the sale of a property—before they cost you money.
Tech Efficiency
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.
Trusted, Objective Advice
As a fiduciary holding both the CFP® and EA designations, our advice is objective and conflict-free. We do not sell any financial products or manage money for a fee. This fee-only approach ensures our only incentive is reducing your tax bill.
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. Held to the fiduciary standard of care, Rene combines deep technical knowledge with a hands-on, responsive approach, making him uniquely qualified to serve as your tax professional.
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.
Self-schedule a free call or virtual appointment.
(805) 847-0576
[email protected]
