Experienced Tax Professional & Enrolled Agent Serving Santa Cruz County
Bannon Tax Services is an Aptos-based boutique tax practice built around one-on-one service with Renee Bannon Baker, EA, MBA, MAcc, serving individuals and businesses throughout Santa Cruz County and beyond.
I built my practice around direct, thoughtful tax guidance.
I have been preparing tax returns and helping clients work through complex tax matters since 2004. My approach is detailed, practical, and direct. I want you to understand not only what is on your tax return, but why it is there and how it affects your overall financial picture.
As a federally licensed Enrolled Agent, I provide tax preparation, tax planning, and representation for individuals and businesses with a wide range of tax needs, including S-Corporations, rental property, investments, trusts, estates, inherited property, and IRS or California tax notices.
Because I handle my client work personally, you are not handed off to a junior preparer or rotating staff member. You work directly with me from the first conversation through tax preparation, planning, and follow-up.
I combine technical tax knowledge with practical business judgment and more than 20 years of tax preparation experience so the guidance makes sense in the context of your real financial life.
Professional Credentials
Enrolled Agent (EA)
MBA
Master’s in Accounting
Experience
Preparing tax returns and helping clients resolve complex tax issues since 2004.
Areas of Focus
Individual tax returns
Small business and S-Corporation returns
Rental property
Trusts and estates
Tax planning
IRS and California tax matters
Local Service
Based in Aptos, California, and serving clients throughout Santa Cruz County, including Aptos, Rio Del Mar, Capitola, Soquel, Santa Cruz, and surrounding communities, plus clients nationwide where appropriate.