Tax Planning
We believe in being proactive, not reactive. Through year-round tax planning, we help you make informed financial decisions, minimize surprises, and stay ahead of tax deadlines.
AGE Financial Services · San Dimas, California
Tax planningfirst.Everythingelse follows.
Our approach
We Listen First. Then We Build Your Financial Strategy.
We believe every successful financial plan begins with understanding you. Before making recommendations, we take the time to listen, learn about your goals, and understand your unique financial situation.
From there, we start with your taxes because nearly every financial decision you make has a tax impact. By establishing a strong tax foundation, we can develop personalized strategies that connect tax planning, retirement, insurance, and wealth-building opportunities.
Our goal is simple: to help you make informed financial decisions today while building a stronger, more secure tomorrow.
Services offered
Tax Preparation
We believe tax preparation is about more than just filing a return. With accuracy, attention to detail, and a personalized approach, we help you understand your tax situation and file with confidence.
Income Protection & Life Insurance
We believe protecting your family's financial future is just as important as building it. We take a personalized approach to help you find the right life insurance and income protection solutions, giving you peace of mind for life's unexpected moments.
Retirement Planning
We believe it's never too early or too late to start planning for retirement. Whether you're just beginning to save or preparing to retire, we help you build a personalized strategy to grow your savings, manage your investments, and create income for your retirement years.
401(k) Rollovers
We help you understand your options when leaving an employer, whether you're rolling over your 401(k) or considering withdrawing your funds. We guide you through the potential tax implications and help you make informed decisions that align with your financial goals.
Estate Planning
We believe planning for the future includes protecting what you've worked hard to build. We help you understand your options, consider the financial and tax implications, and connect you with trusted attorneys to ensure your wishes are properly documented.
Insurance services are offered through Jose Estrada, CA Insurance Lic. #0M51521.
Get in touch →
Jose Estrada
Senior Financial Strategist & Senior Tax Advisor
With nearly 20 years of experience in the financial industry, Jose specializes in tax strategy, business consulting, corporation structuring, and comprehensive financial planning for individuals and businesses.
His expertise includes proactive tax planning, tax preparation, business entity formation, and retirement strategies. Jose is dedicated to helping clients minimize tax liabilities, navigate complex tax laws, and make informed decisions that support their long-term financial goals.
A man of strong faith, Jose approaches his work with integrity, attention to detail, and a client-first mindset. He believes in building lasting relationships and providing personalized strategies that help clients protect what they've worked hard to build and plan confidently for the future.
Vanessa Estrada
Tax Preparer & Managing Partner
Vanessa is a tax preparer and plays a key role in overseeing the day-to-day operations and continued growth of AGE Financial Services. She leads employee onboarding, training, and professional development while implementing systems and processes that keep the office organized and running efficiently.
With a strong focus on client service and organizational growth, Vanessa is dedicated to building a knowledgeable, supportive team and ensuring every client receives a positive, personalized experience.
Guided by her strong faith and dedication to family, Vanessa brings integrity, compassion, and a personal touch to everything she does. As a devoted mother, she understands the importance of building a secure future for the people who matter most and carries those same values into her work and relationships with clients.
Ashley Tatum
Executive Assistant
With over a decade of experience, Ashley plays an essential role in keeping our office organized and running smoothly. She manages scheduling, appointments, and day-to-day operations while providing support to both our team and clients.
Ashley oversees our tax onboarding process, helping clients gather the necessary documents and prepare for their tax appointments. She also assists with life insurance and annuity applications, as well as LLC formation. Detail-oriented and resourceful, she is dedicated to making every process as smooth and efficient as possible.
As a devoted mother, Ashley understands the importance of family, organization, and planning for the future. She brings those same values into her work, approaching each day with care, dedication, and a genuine commitment to helping others.
Christian Alvarado
Tax Preparer
Christian plays an important role in the tax preparation process at AGE Financial Services. He assists with preparing tax returns, managing our tax platform, and ensuring client information is organized and processed accurately.
Detail-oriented and dependable, Christian works closely with our team to maintain an efficient workflow and ensure each tax return is handled with care and attention to detail. His dedication to accuracy and organization helps support the high level of service we strive to provide every client.
“We have been going to Jose for over 10 years and he has been nothing but honest and helpful. He does our taxes quick and he has the right answers! I highly recommend Jose for your personal and business related taxes, he is amazing.”
Contact us
Give us a call.
Have a question or need assistance? Our team is here to help. Give our office a call, and we'll be happy to assist you.
(909) 592-5481433 W. Allen Ave., Suite 104, San Dimas, CA 91773