120 Vantis Suite 300 Aliso Viejo, CA 92656
Meet The Team
Rene Carlos
Bio
I help business owners navigate their small business.
I have nearly 20 years experience in the finance industry.
Education
California State University, Fullerton with a Business Administration degree with a concentration in Accounting.
Designation
I am an Enrolled Agent. I don't work for the IRS. An EA is the highest credential the IRS awards to prepare taxes and represent taxpayers before the IRS.
Industry Experience
Serving clients in the law, restaurant, construction, real estate, and manufacturing industries.
Civic Service
Treasurer, Aliso Viejo Chamber of Commerce 2017-2022.
Leisure
When I am not working I spend time with my family and I actively attend my church.
Julia Carlos
I graduated from California State University, Fullerton with a Bachelors of Arts in Business Administration with a concentration in Legal Studies Management.
Back in 2004 I met Rene in one of our business classes. It didn't take long for us to realize we were meant for one another. After several years together, marriage and a family, we realized we weren't just meant to be partners outside the workforce. Together we started Summit Tax & Accounting Advisors and saw a need for each other. Our skills complement one another and our goals are the same. The idea we had was to serve others using our gifts and talents.
Aside from work you will find us at church or the ice skating rink.
