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PenCoast Tax Services

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United States
Belmont, CA
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

07/20/2026

☀️ 🌫️ 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!

✅ 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

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

❓ More questions? Send us a DM.

07/08/2026

🙏 Thank you, Danny, for entrusting PenCoast Tax.

“For 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

🇺🇸💥 Happy Independence Day

Cheers!
💙 PenCoast Tax

07/03/2026

On June 24, two massive earthquakes (7.2 and 7.5 magnitude) struck Venezuela — 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 — and all three have strong records of serving everyone, including the LGBTQ+ community. 🏳️‍🌈

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

Links in bio. Every dollar helps. 💛💙❤️

07/02/2026

📋 taxmaxxing: the trend vs. what your tax guy (me, Brandon at PenCoast) wants you to know!

You don't have to be a tax guy to taxmaxx...
Just follow my top tips:

🗓️ Ask your questions EARLY! The earlier the question, the more moves we can actually make.
April me can only react. June me can plan.

☀️ June = mid-year checkup season — Halftime adjustments win championships. We look at where you're at, tweak the withholding, dodge the surprise bill before it surprises you. Peak taxmaxxer behavior.

💍 Update me on big life events + purchases — New job, new baby, new house, sold some stock, started a side hustle, got married, got un-married? Tell me. Every one of those is a plot twist with tax consequences. Don't leave me reading about it on the 1099.

📊 Year-end review = the final boss prep — December is when we run the numbers before the clock runs out. Last-chance moves only exist if we look before December 31st. After that, I'm just a historian.

🧘 Success starts with making time for YOU — The taxmaxxer schedules the appointment. Putting yourself on the calendar is the glow-up.

The grind isn't filing in April. The grind is showing up all year.

✨ Book your FREE consultation. ✨

https://pencoast.com/contact-tax-preparer/

06/29/2026

✨ a day in the life of your tax guy ✨

06/25/2026

💍 Did you put a ring on it? Congratulations!

Being married may change your filing taxes.
Swipe to make sure you’re prepared to file your taxes jointly next year!

1️⃣ Adjust Your W-4
Marriage may change how much tax should be withheld from your paycheck. A professional calculation can help you avoid surprises at tax time.

2️⃣ Review Your Retirement Contributions
Now is a great time to align your financial goals. Make sure you're taking advantage of employer matches and saving toward your future together.

3️⃣ Update Beneficiaries
Review your retirement accounts, life insurance, and investment accounts. Many people forget that marriage doesn't automatically update these important documents.

A few simple updates today can save you time, stress, and money next year.

Questions? ➡️ Just DM me.

06/22/2026

Happy Pride 🌈

Be proudly, loudly, and unapologetically you. This year, we are celebrating love in all its beautiful forms!

Yours Truly,
💙 PenCoast Tax Services

06/18/2026

❓ What's a Donor Advised Fund (DAF)? Do you need one? ❓

🧠 When should you consider a DAF?
- If you regularly donate around $2000-$5000 every year, a Donor-Advised Fund may be worth exploring, especially if you...support multiple charities, donate appreciated stock, have fluctuating income, want better tax organization, and plan larger future gifts

✨ A DAF can simplify giving while creating potential tax advantages ✨

🧠 Simplify your charitable giving
Instead of tracking receipts from multiple organizations, a DAF provides...one consolidated receipt, centralized charitable records, easier year-end tax preparation, flexible timing for donations, and a plan for larger future gifts

✨ You contribute once, then distribute grants to charities over time ✨

🧠 Give with intention
A DAF allows how to separate...deducting charitable contributions in high income years, donating appreciated investments and potentially avoid capital gains tax, bunching multiple years of giving into one tax year...and, allows charitable funds to grow tax-free before distribution

✨ This strategy can be especially valuable for taxpayers who itemize deductions ✨

06/11/2026

🙏 Make the most of your charitable giving

At PenCoast, we believe in giving when we have the means to do so. Giving to organizations doing good in our communities is a wonderful way to support the causes we all care about. There may be tax advantages, too. Keep on reading!

❤️ Give where you live!
Dollars given to local nonprofits immediately benefit those living in your community. There's a plethora of nonprofits doing incredible work on the coast! (And in the future, we'll be talking more about them)

❤️ Get deductions without itemizations!
If you're single and don't itemize your return, you can still donate up to $1,000 and receive a deduction. If you are filing jointly, you can donate up to $2,000. Remember: These donations must be made in cash to a 501c3 organization.

❤️ If you're giving $2,000-$5,000+ every year, consider creating a DAF -- Donor Advised Fund!
- You contribute once, then distribute grants to charities over time
- This flexibility can help create a long-term giving strategy for individuals, families, or future generations -- all while supporting causes you care deeply about.

Give us a follow to learn more about DAF and other ways to look after your taxes!

Address

1291 Fifth Avenue
Belmont, CA
94002

Opening Hours

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

Website

http://www.pencoast.com/

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