Making a positive impact
With over 19 years of hands-on experience in the tax preparation and financial planning industry, Brandon Ferrell has built a reputation for providing thorough, personalized, and effective tax solutions. As the owner and principal consultant at PenCoast Tax Services, Brandon is committed to helping clients navigate the complexities of tax regulations and optimize their financial strategies.
Brandon Ferrell
Owner and Principal Tax Consultant
Values & Culture
High standards support our work and relationships
At PenCoast Tax Services, our mission is to empower individuals and small businesses—especially those in our coastal California and LGBTQ+ communities—by pairing deep tax expertise with clear, compassionate guidance. We combine rigorous education, leading‑edge technology, and a commitment to security to demystify complex tax issues, optimize financial outcomes, and foster long‑term peace of mind. Every return, plan, and conversation reflects our core values of integrity, inclusivity, and genuine partnership—so our clients can focus on living well while we safeguard and strengthen their financial future.
To set the standard for an inclusive, tech‑forward tax practice where every client—whether an individual, entrepreneur, or nonprofit—feels seen, heard, and expertly guided. We envision PenCoast Tax Services as a hub of financial clarity and security along California’s coast, renowned for fusing advanced automation with human empathy, championing LGBTQ+ and underserved communities, nurturing the next generation of professionals, and reinvesting our success into vibrant, resilient local economies.
At PenCoast Tax Services, our values guide every interaction, decision, and outcome. We lead with integrity, ensuring honesty, accuracy, and ethical practice in all we do. We believe in empowering clients through education—translating complex tax matters into clear, actionable guidance. Our commitment to inclusivity ensures that LGBTQ+ individuals, neurodivergent thinkers, and those historically overlooked in financial spaces feel seen and supported. We are deeply rooted in community stewardship, proudly reinvesting our time and resources into coastal nonprofits like CoastPride and the local economies we serve. By embracing technology, we prioritize airtight data security and efficiency, delivering a seamless client experience. We remain dedicated to lifelong learning and mentorship, evolving with tax law while nurturing the next generation of professionals. Through collaboration and open partnership, we build lasting relationships with clients, advisors, and peers. And above all, we approach our work with compassion—honoring the human stories behind every number while modeling balance and well-being in our practice.
Our Commitment
What makes PenCoast Tax Services different
Dedication to excellence, education, and diverse expertise focused on your unique situation.
Integrity
We believe trust is earned through transparency and consistency. At PenCoast, integrity means doing what’s right — not just what’s easy — in every return, every plan, every interaction. We stand by our work and are accountable to both the letter and the spirit of the law.
Diligence
Accuracy and attention to detail are the foundation of great tax work. We approach every case with care, persistence, and the discipline to see things through. From document review to nuanced tax planning, diligence drives the quality we deliver to our clients.
Advocate
We go beyond filing taxes — we advocate for your financial well-being. Whether navigating IRS correspondence, planning for life changes, or managing complex stock scenarios, we serve as your informed guide and tireless ally in protecting what matters.
How it works
Seven Stages to Deliver Integrity & Value
1. Connect
Schedule a free, no pressure call (or shoot us a quick message) so we can confirm we’re the right fit and outline next steps in plain English.
2. Secure Onboarding
We invite you to our encrypted TaxDome portal, where you’ll e sign the engagement letter, complete a short questionnaire, and see transparent pricing—no surprises, ever.
3. Smart Document Collection
Upload or snap photos of your W 2s, 1099s, and other records. Built in checklists and auto tagging keep everything organized and trackable.
4. Strategy Session
We meet (virtual or in person) to align on goals—whether it’s optimizing deductions, adjusting withholdings, or planning around stock options, rentals, or nonprofit work. You’ll leave with a clear, actionable game plan.
5. Precision Prep & Double Check
Using top tier software and multiple accuracy checks, we prepare your return and run scenario analyses to ensure the most tax efficient outcome.
6. Seamless Sign & File
Review your return in the portal, e sign with a click, and we’ll e file with the IRS and any states required. We provide easy payment links if you owe and track your refund until it arrives.
7. Year-Round Care
Expect mid year check ins, reminders for estimated payments, and speedy answers to life change questions. Clients on our Annual Care Plan receive proactive planning sessions and priority support.
Connecting with you, your way: phone, email, no formal review*, video review, in-office meetings, in-home local meetings, and via the secure client portal.
* For returning clients with unchanged circumstances and basic returns, we offer a streamlined process without the need for a formal review.