Clear Tax Strategy. Confident Decisions. No Guesswork.
Tax planning and preparation for individuals, real estate investors, & business owners, doing things the right way.
Why Clients Trust Us
Enrolled Agent
RamseyTrusted Partner
Ethical Guidance
Ethical Guidance
RamseyTrusted Partner
Ethical Guidance
RamseyTrusted Partner
RamseyTrusted Partner
RamseyTrusted Partner
Secure Portal
RamseyTrusted Partner
RamseyTrusted Partner
The RamseyTrusted Approach
The RamseyTrusted Approach
We believe in clear communication, ethical tax planning, and education-first guidance. Our goal is to help clients make informed decisions, not shortcuts, so they can move forward with confidence.
Get to Know Pacific Crest Tax Advising
At Pacific Crest Tax Advisors, we help individuals, families, real estate investors, and small business owners navigate their taxes with clarity and confidence. Our focus is on ethical planning, clear communication, and doing things the right way, so there are no surprises and no guesswork.
We believe tax planning shouldn’t feel overwhelming or confusing. That’s why we take an education-first approach, helping clients understand their options and make informed decisions that support their long-term financial goals.
Our mission is simple: to provide straightforward tax guidance that helps you stay compliant, reduce taxes where possible, and move forward with confidence.
Jose Garcia Venegas, EA
Jose Garcia Venegas, EA, is an Enrolled Agent based in California who works with real estate investors, small business owners, and families. He focuses on providing clear, ethical tax strategies that help clients reduce their tax burden, stay compliant, and make confident financial decisions. When he’s not working with clients, Jose enjoys watching football, playing golf, and grilling with family and friends.
Tony Garduno, Client Intake Specialist
Tony is our Client Intake Specialist and the first point of contact for new clients. He focuses on understanding each client’s situation and setting clear expectations so they feel informed and confident from the very first conversation.
Israel Moreno, Operations Coordinator
Israel is our Operations Coordinator, focused on guiding clients through every step of the process—making sure they always know what to do, what’s next, and where they stand. His goal is to deliver a smooth, supportive experience that helps clients feel confident and set up for financial success. Outside of work, Israel is a dedicated soccer fan who never misses a family gathering centered around a big match.