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

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

❓ What's a Donor Advised Fund (DAF)? Do you need one? ❓🧠 When should you consider a DAF?- If you regularly donate around...
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 ✨

🙏 Make the most of your charitable givingAt PenCoast, we believe in giving when we have the means to do so. Giving to or...
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!

🎬 My Top 5 Horror Movies: Tax Accountant Edition📦 The Shoebox of Receipts"Based on a true story."📄 The K-1 Arrives in Oc...
06/08/2026

🎬 My Top 5 Horror Movies: Tax Accountant Edition

📦 The Shoebox of Receipts
"Based on a true story."

📄 The K-1 Arrives in October
"Just when you thought tax season was over..."

🤡 April Fool's Day Is My Cutoff Date
"Nobody listened."

⏰ April 14
"One day. Zero documents. Infinite panic."

☎️ "Are You Taking New Clients?"
A March 2nd Thriller

🍿 Coming soon to a tax office near you.

🙏 Thank you, Bryce B., for entrusting PenCoast to taking care of your taxes.“Brandon has always taken such incredible ca...
06/02/2026

🙏 Thank you, Bryce B., for entrusting PenCoast to taking care of your taxes.

“Brandon has always taken such incredible care of me and my taxes. Each year I'm at ease knowing I just have to plug in a few numbers and in a snap my return is in my account and ready. Complete stress free process. Good to know I'm in good hands. I highly recommend Brandon and PenCoast Tax Services.”
-Bryce B.

"Our nation owes a debt to its fallen heroes that we can never fully repay, but we can honor their sacrifice."Today, we ...
05/25/2026

"Our nation owes a debt to its fallen heroes that we can never fully repay, but we can honor their sacrifice."

Today, we honor our fallen heroes.

Happy Memorial Day from PenCoast Tax

🇺🇸

05/20/2026

PenCoast Tax is closing our Belmont office after 3 amazing years.

In that time, we’ve helped 200+ clients with tax returns, extensions, payroll adjustments, tax planning, and everything in between.

What started as a one-person operation has grown into a four-person team.

Now, we’re bringing PenCoast Tax home to Moss Beach and continuing to serve our clients remotely.

Same people. Same care. Just a different view outside the window. 🌊

We’re grateful for every client who trusted us along the way — and we’re excited to welcome new clients in 2026.

At PenCoast Tax, we believe taxes should feel a little less overwhelming… and a lot more human.

✅ PenCoast is here to help everyone with their taxes, no matter your generation.➡️ https://pencoast.com/
05/12/2026

✅ PenCoast is here to help everyone with their taxes, no matter your generation.

➡️ https://pencoast.com/

04/30/2026

Taxes are done hallelujah
The sun is shining hallelujah
Having Thai food for lunch hallelujah

04/20/2026

Here’s a little advice from the tax guy…

It’s post–April 15. Some people owe. Some people are getting refunds.
Either way, this is one of the best moments of the year to understand where you actually stand financially.

Three things that are crucial:

1. Know your real numbers
Not what you think you make or spend—what actually happened.

Your tax return tells a story: income, deductions, habits. Read it.

2. Understand your cash flow
Are you living within your means?
If you owed, where did the gap come from?

If you got a refund, was it intentional—or just overpaying all year?

3. Have a plan going forward
Adjust your withholdings. Set up estimates.

Don’t repeat the same surprise next April—good or bad.

⸻

Taxes aren’t just compliance—they’re a mirror.

Use it.

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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