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Meet Our Team

      CALL TODAY:
(805) 348-9200

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Luis Ortiz

 Luis is known for his friendly, approachable manner and his dedication to helping Hispanic clients feel comfortable and supported. With experience in tax preparation and guiding clients through the Mexican consular process to obtain legal documents, he takes pride in explaining each step clearly and patiently. Luis builds trust through personal attention and cultural understanding, making him a reliable and welcoming resource for the community. 

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María Plascencia

María possesses three years of experience in personal tax preparation. She holds a Bachelor’s degree in Accounting as well as a Master’s degree in Taxation, which is supported by over ten years of professional experience in the field. She is recognized for her friendly and approachable demeanor, as well as her patience in elucidating tax terminology. Moreover, María is committed to ensuring that clients have a comprehensive understanding throughout each stage of the process. Her dedication to providing exceptional service and personalized attention ensures that every client experiences clarity, reliability, and satisfaction.

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Samantha N. Kingrey, EA

Samantha is a trusted Enrolled Agent dedicated to helping individuals and business owners understand and manage their tax responsibilities. Authorized to represent taxpayers before the IRS, Samantha provides expert support with tax preparation, compliance, bookkeeping, payroll, and resolving IRS and state tax matters—always with clarity, professionalism, and care.  

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Maria Jose Valencia 

Maria Jose Valencia Levy (Bilingual Agent) has 5 years of experience in personal and small business tax preparation, including Schedule C and LLCs. She is a Certified Acceptance Agent (CAA) with extensive knowledge of ITINs, bookkeeping, and payroll. Known for her friendly and approachable manner, Maria Jose provides highly personalized service, clearly explaining each step so clients feel comfortable, confident, and well supported throughout the process.

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