Timothy J Warren CPA

At Channel Islands Tax & Wealth Management, our mission is to provide personalized financial services to individuals and business owners, empowering them to achieve their hopes and dreams. With over 25 years of experience in tax and money management, our team of experts is dedicated to delivering strategic tax and financial consulting that helps our clients navigate the complex world of finance.

Our Approach

We take pride in our unique approach to financial planning, which is built on the principles of simplicity, clarity, and partnership. We believe that everyone deserves a personalized plan tailored to their specific needs and goals. Our team works closely with each client to understand their unique situation, identify areas of improvement, and develop a customized strategy to help them achieve financial prosperity.

Our History

Our story began with a passion for helping people achieve financial freedom. With decades of experience in public accounting and wealth management, our founders, Tim Warren and Jennifer Perez, have dedicated their careers to providing expert guidance and advice to individuals and business owners. Through the years, we have honed our skills and refined our approach to deliver exceptional results for our clients.

Our Philosophy

At Channel Islands Tax & Wealth Management, we believe that financial planning is not just about managing money; it's about achieving a better quality of life. We partner with our clients to help them realize their dreams and aspirations, whether it's retirement, estate planning, or simply having the financial freedom to pursue their passions. Our philosophy is centered around building long-term relationships, providing trusted guidance, and delivering exceptional results.

Our Services

We offer a comprehensive range of financial services, including:

• Taking charge of your financial future
• Self-employment money strategies
• Business owner consulting
• Money-saving tax strategies
• Taxes and bookkeeping
• Retirement planning
• Estate planning
• Investment management
• Insurance planning

Tax-Managed Strategy of Investing

Our tax-managed strategy helps our clients minimize capital gains and other fund distributions, mitigating the tax drag on portfolio performance. By using this technique of total portfolio management, our clients can receive the benefits of an extremely tax-efficient plan implementation.

Where Do You Want Your Financial Roadmap to Take You?

Finding a path to fulfilling your financial dreams is best done when partnered with a trusted partner like Channel Islands Tax & Wealth Management. With our tax and money-management experience, you'll find value at every turn. Whether you're just starting out or nearing retirement, we're here to guide you every step of the way.