Tax Planning
Year-round planning, so decisions are made before deadlines and not after them.
AGE Tax Services, Inc.AGE Financial Services · San Dimas, California
Tax planningfirst.Everythingelse follows.
Tax and financial guidance from Jose and Vanessa Estrada's office in San Dimas.
Our approach
We listen before we recommend anything. Then we start with your taxes, because every other financial decision runs through them.
AGE Financial Services is two companies under one name: AGE Tax Services, Inc. for tax work, and AGE Financial Inc. for income protection, retirement and rollovers.
What we doSix services
Tax Preparation
Returns prepared with care and explained in plain language.
AGE Tax Services, Inc.Income Protection
A look at how your household's income would hold up if something changed.
AGE Financial Inc.Retirement Planning
How your accounts and income fit together, before and after you stop working.
AGE Financial Inc.401(k) Rollovers
Help deciding what to do with a plan from a former employer.
AGE Financial Inc.Estate Planning
We help you think through your estate plan and refer you to a law firm for the legal documents.
Referred to a law firmInsurance services are offered through Jose Estrada, CA Insurance Lic. #0M51521.
Talk about your taxes →The people you'll speak with.
Jose Estrada
CEO · AGE Financial Inc.
Vanessa Estrada
CEO · AGE Tax Services, Inc.
Ashley Tatum
Executive Assistant
Christian Alvarado
Tax Preparer
Request a call
Tell us how to reach you.
- First
You send your name, phone and email. Nothing sensitive, and no documents.
- Then
Someone from our office calls you back to understand what you need.
- After that
A first conversation. We listen, then decide together what the next step should be.
Prefer to call?(909) 592-5481433 W. Allen Ave., Suite 104, San Dimas, CA 91773