Meet Our Team

Diana V. Castro

Enrolled Agent, Certified Tax Coach, CRTP, Mortgage Broker
Email Diana

805-650-1052 x224

Diana Castro is the Founder and President of Legacy Tax Services a Tax Preparation and Tax Planning Firm. Ms. Castro is an IRS approved Enrolled Agent and currently working on completing a Master’s of Science in Taxation. Additionally, she is also the Principal Broker/Owner of Legacy Lending Services, Inc. an independent mortgage firm located in Camarillo, CA. She has been a Tax & Financial Professional helping clients retain more of their earnings and create wealth for over 20 years.

Ms. Castro is also a published best-selling author of “Why Didn’t My CPA Tell Me That? Small Business Write-offs Conventional Tax Advisors Miss” and “The Ten Most Expensive Tax Mistakes….that cost Real Estate Agents Thousands”. She has been featured in several books and articles. She specializes in tax and mortgage planning for individuals, small/medium sized businesses, real estate professionals and investors.

For over 20 years, Diana has provided tax, mortgage and business consulting services worldwide to individuals, small business and large corporations. She has led seminars and educational workshops on various topics including: Improving Organization Performance, Behavior-Based Strategies, The Basics to Home Buying, Women and Investing, Wealth Management, Quadrant Living, Short-Sales, Buying REO properties, Credit Improvement, as well as, Local and Federal Grant Programs for Homebuyers.

Ms. Castro is an Alumni of the University of California, Santa Barbara. She is a native Californian who is fluent in Spanish and French. Ms. Castro loves being a mother to her two grown daughters. She also has several rescue cats and dogs. She enjoys international traveling, reading, researching, beach time, walking/running, real estate investing and home remodeling projects.

 

Carissa Arce

Administrative Assistant
Email Carissa

805-650-1052 | (805) 293-8641

Carissa Arce is the Administrative Assistant at Legacy Lending. Here she answers phone calls, organizes data and files, helps with day to day tasks of the Loan Officers, and assists in anyway necessary.

She has held her notary license since 2008 and specializes in loan doc notarizations. During tax season, she is also a Tax Preparer at Legacy Tax.

Carissa graduated from UC Santa Barbara in December of 2013 and enjoys going the beach, playing soccer and camping in her free time.