Founded in Canyon Lake, California, BBSI Tax was built for owners who are tired of reactive filing and want a real plan.
BBSI Tax is a team, not a solo act. Candice Castner is our founder & CEO and an Enrolled Agent -- federally licensed to practice before the IRS -- but the work is shared across strategists, preparers, and client support who each know your file. Every role matters; without any one of us, the plan does not come together.
Our approach is proactive by design: map the whole picture -- business, real estate, and goals -- then build a strategy that legally changes your number and compounds into lasting wealth. We are proud members of the Mark J. Kohler Certified Tax Advisor Network.
Candice Castner, EA -- Founder & CEO
Trina -- Tax Strategist & Office Manager
Danielle -- Tax Preparer
Client Success -- Admin & onboarding support
Bookkeeping -- Monthly close & reconciliation
A small, senior team that actually knows your file -- not a call center.
We plan before the year closes. The best tax moves happen while there is still time to make them.
No hidden bundles. You always know what you are paying for, what is included, and what is not.
We measure our work by the tax you legally keep -- not by the forms we file.
We are in it for the decade, not the deadline -- helping you build wealth that lasts.
BBSI Tax grew out of a belief that tax strategy should be a year-round partnership, not an annual scramble. We keep the team small and senior, we keep communication secure, and we make sure every client has a plan and a Board of Advisors behind them.
Book your Comprehensive Strategy Consult and walk away with a written Game Plan. Ready to commit and get started? It is all self-serve -- pick your time, tell us about your business, and commit in one sitting.
Book Your Strategy Consult