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Spinnaker Investment Group launches independent tax consultancy

Spinnaker Investment Group, a full-service independent investment services firm, has announced the formation of a tax preparation and consulting company, Spinnaker Tax Group. Under the experienced leadership of its CEO Jessica Estrada, the new tax company will operate as a standalone entity and provide value-added services to Spinnaker Investment Group clients and other individuals and businesses, said Morgan Christen, co-founder and CEO/CIO.

Spinnaker Investment Group has always strived to offer the same level of capabilities of a large institution within a boutique organization with a more personalized approach to service,” said Christen. “Launching Spinnaker Tax Group is an extension of this mission and vision, offering our clients more capabilities and convenience.”

Spinnaker Estrada

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Courtesy of Spinnaker Investment Group

Jessica Estrada, CEO, Spinnaker Tax Group

Spinnaker Tax Group is led by Jessica Estrada, a licensed U.S. tax practitioner with more than 15 years of professional experience. Estrada began her career at Deloitte Tax and has provided compliance and consulting services to individuals, business owners and their related entities (S Corporations, LLCs, Partnerships, C Corporations, Trusts).

Estrada said that Spinnaker Tax Group will be focused on individual and business tax planning, consulting and tax return preparation. Her prior experience also includes managing small to large Global Mobility (international/mobile employees) programs providing tax consulting for multinational companies, including income tax matters for international expatriates and US business travelers.

“We work with our clients’ financial advisers to ensure their tax strategy is in lockstep with an overall plan and objectives, not unlike having a full-time CFO and Big-3 team on your side,” Estrada said. “Because we stay current on the latest tax law changes, we can help businesses in a variety of industries including real estate, high tech, retail, manufacturing and medical.”

Spinnaker Tax Group has launched a website at

and Estrada can be reached at 949.396.6700 or by emailing This email address is being protected from spambots. You need JavaScript enabled to view it..