PenCoast Tax Services

PenCoast Tax Services Serving our community with reliable and personalized tax services for 19 years! Thank you for allowing us to be a part of your financial journey!

From tax preparation to planning, we’re here to simplify the process and support you through every step. Hello,

I'm Brandon Ferrell in Belmont, bringing 20 years of experience in tax preparation. My journey started in 2005 in San Carlos, focusing on a range of tax returns. The pandemic shifted my work to remote from Moss Beach, but now I'm back in Belmont. Taxation is a dynamic field. My goal is

to make it simpler for my clients, dealing with everything from rental properties to energy credits and ensuring maximum deductions and credits. Recent global changes have reshaped priorities, and I'm looking to connect with those who value expert tax advice. Let's meet in Belmont for a chat about your tax concerns. All the best,
Brandon Ferrell, CRTP

🌊 Back-to-school season means back-to-school errands β€” and California law has your back.Under the Family-School Partners...
08/19/2026

🌊 Back-to-school season means back-to-school errands β€” and California law has your back.

Under the Family-School Partnership Act (Labor Code Β§ 230.8), parents can take up to 40 hours a year of protected time off for school-related activities: enrolling or re-enrolling your kid, parent-teacher conferences, field trips, and school emergencies.

The fine print πŸ‘‡

πŸ“ Applies only to employers with 25+ employees at one location
⏰ Planned absences capped at 8 hours per month
πŸ“ Give reasonable notice β€” and expect to use your existing vacation or PTO
🚫 Your employer can’t retaliate for taking it

Bonus: Β§ 230.7 covers time off for a suspension or expulsion meeting, and that one applies to employers of any size.

Not legal advice β€” just something worth knowing before the school year gets rolling.

PenCoast Tax Services Β· Moss Beach, CA

08/11/2026

🌊 3 reasons to choose PenCoast

1 - Plan Early. Rest easy.
2 - Seasoned, Transparent Guidance.
3 - Year-Round Partnership.

Sign up for a New Beginnings Consult ➑️
https://pencoast.com/contact-tax-preparer/ (link in bio)

08/04/2026

Breathe 🌊

❀️ Thank you Sonja G. for trusting PenCoast with your tax filing and tax strategy needs.🌊 PenCoast is now accepting new ...
07/31/2026

❀️ Thank you Sonja G. for trusting PenCoast with your tax filing and tax strategy needs.

🌊 PenCoast is now accepting new clients - send us an DM or head to our link in bio to schedule a call with us.

πŸ—£οΈ "Brandon is amazing! His website and portal make it easy for keeping track of documents and communication. He also welcomes phone calls or office visits and is offering planning services now. Brandon does more than just plug in numbers on forms and submit them, he cares about his clients and goes above and beyond to ensure the most tax savings possible."
-Sonja G.

βœ… Unsolicited Life Advice from Your Tax Guy(for every decade)➑️ Swipe to see PenCoast's tax advice for every decade, fro...
07/30/2026

βœ… Unsolicited Life Advice from Your Tax Guy
(for every decade)

➑️ Swipe to see PenCoast's tax advice for every decade, from your 20s to your 80s

πŸ’° Every decade has key tax moves you can make to help you meet your financial goals, and PenCoast helps you make it happen.

πŸ“‹ Want to learn more? DM us or see the links in our bio to schedule time to chat.

πŸ“£ PenCoast is now accepting new clients!To connect with us, visit www.pencoast.com, click "new client", and schedule tim...
07/23/2026

πŸ“£ PenCoast is now accepting new clients!

To connect with us, visit www.pencoast.com, click "new client", and schedule time to speak with our team.

πŸ”— www.pencoast.com/contact-tax-preparer/

🌊 What sets PenCoast apart:
βœ… We'll map out your strategy in advance so filing season feels effortless
βœ… We're bringing nearly two decades of experience, and we're here to guide you
βœ… Questions? We're not waiting until April; count on year-round support whenever you need it

πŸ”— www.pencoast.com

β˜€οΈ 🌫️ Whether it's sunny or foggy, PenCoast's Summertime Tax Checklist makes sure you're covered. Swipe to see our check...
07/20/2026

β˜€οΈ 🌫️ Whether it's sunny or foggy, PenCoast's Summertime Tax Checklist makes sure you're covered. Swipe to see our checklist for your personal and business taxes!

βœ… Personal Taxes
- Income check to project your total annual tax bracket
- Adjust withholdings, especially if you've had a major life event
- Track expenses
- Review retirement and HSA contributions

βœ… Business Taxes
- Project your profit
- Adjust estimated payments
- Plan capital investments
- Assess entity structure

❓ More questions? Send us a DM.

07/08/2026

πŸ™ Thank you, Danny, for entrusting PenCoast Tax.

β€œFor over 5+ years PenCoast Tax Services has been supporting me through multiple relocations, guidance on tax implications while trying to start my own business as well as provided great contacts on my own journey through asset management and retirement. Would wholeheartedly recommend them!”

-Danny G.

07/04/2026

πŸ‡ΊπŸ‡ΈπŸ’₯ Happy Independence Day

Cheers!
πŸ’™ PenCoast Tax

On June 24, two massive earthquakes (7.2 and 7.5 magnitude) struck Venezuela β€” the strongest in over a century. More tha...
07/03/2026

On June 24, two massive earthquakes (7.2 and 7.5 magnitude) struck Venezuela β€” the strongest in over a century. More than 1,700 lives lost, tens of thousands still missing, and entire communities without shelter, water, or medical care.

If you're able to give, these three organizations are on the ground right now β€” and all three have strong records of serving everyone, including the LGBTQ+ community. πŸ³οΈβ€πŸŒˆ

πŸ”Ή International Rescue Committee β€” delivering health, water, and sanitation services in the hardest-hit areas
πŸ”Ή GlobalGiving Venezuela Earthquake Relief Fund β€” fast, flexible funding straight to local Venezuelan organizations
πŸ”Ή Direct Relief β€” shipping urgent medical supplies to healthcare partners inside Venezuela

Links in bio. Every dollar helps. πŸ’›πŸ’™β€οΈ

Address

1291 Fifth Avenue
Belmont, CA
94002

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

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